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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$227M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$209M
3
CWM
Circle Wealth Management
New Jersey
+$199M
4
Citigroup
Citigroup
New York
+$130M
5
Comerica Bank
Comerica Bank
Texas
+$120M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$237M
2
MRC
Millburn Ridgefield Corp
New York
-$82.5M
3
CCA
Catalyst Capital Advisors
New York
-$82.5M
4
HI
Horizon Investments
North Carolina
-$71.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
676
NTV Asset Management
West Virginia
$5.01M +$29.5K +313 +0.6%
FA
677
FDx Advisors
Illinois
$4.97M -$2.04M -21,587 -29%
CCG
678
Cypress Capital Group
Florida
$4.92M +$4.02M +42,608 +447%
EW
679
Element Wealth
Mississippi
$4.9M +$377 +4 +0%
WIA
680
World Investment Advisors
California
$4.87M +$65.3K +689 +1%
LIM
681
Leavell Investment Management
Alabama
$4.85M +$955K +10,074 +25%
CB
682
Commerce Bank
Missouri
$4.82M +$39.5K +419 +0.8%
EWM
683
Empirical Wealth Management
Washington
$4.81M +$1.15M +12,188 +31%
MOACM
684
Mutual of America Capital Management
New York
$4.81M +$2.62M +27,794 +120%
TA
685
TKG Advisors
Indiana
$4.76M +$31.2K +331 +0.7%
IA
686
IFS Advisors
Kansas
$4.76M +$4.66M +49,447 +5,082%
MC
687
Middleton & Co
Massachusetts
$4.73M +$37.4K +396 +0.8%
CFG
688
Cooper Financial Group
California
$4.67M +$320K +3,395 +7%
KDA
689
Kraft Davis & Associates
Missouri
$4.67M -$130K -1,424 -3%
TSWM
690
Triangle Securities Wealth Management
North Carolina
$4.66M +$67.6K +717 +1%
SCM
691
Sebold Capital Management
Illinois
$4.66M -$345K -3,658 -7%
PTC
692
Private Trust Company
Ohio
$4.64M -$14.1K -149 -0.3%
AC
693
Apella Capital
Connecticut
$4.63M +$190K +2,016 +4%
TCM
694
Telos Capital Management
California
$4.6M -$42.4K -449 -0.9%
CAM
695
Cozad Asset Management
Illinois
$4.58M +$50.2K +532 +1%
ZIM
696
Zacks Investment Management
Illinois
$4.57M -$5.57K -59 -0.1%
AWP
697
Accretive Wealth Partners
New Jersey
$4.57M +$271K +2,877 +6%
WP
698
WealthSource Partners
California
$4.57M -$1.32M -14,038 -22%
PPC
699
Park Place Capital
Alabama
$4.57M -$146K -1,548 -3%
SP
700
SWS Partners
Ohio
$4.5M +$130K +1,379 +3%
26 27
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