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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 %
PCMU
701
Paragon Capital Management (Utah)
Utah
$4.45M +$75.7K +802 +2%
KFP
702
KMG Fiduciary Partners
Ohio
$4.43M +$71.2K +755 +2%
CIC
703
Cutler Investment Counsel
Oregon
$4.42M -$176K -1,857 -4%
ISWM
704
Independent Solutions Wealth Management
New York
$4.41M +$27.5K +291 +0.6%
BA
705
Bellwether Advisors
Nebraska
$4.4M -$34.1K -361 -0.8%
JWCA
706
J.W. Cole Advisors
Florida
$4.39M -$62.8K -666 -1%
CCB
707
Country Club Bank
Missouri
$4.35M +$34K +358 +0.8%
SEIA
708
Signature Estate & Investment Advisors
California
$4.34M +$132K +1,396 +3%
SS
709
Sunbelt Securities
Texas
$4.34M +$309K +3,277 +8%
OGF
710
Orin Green Financial
California
$4.34M -$220K -2,331 -5%
EWP
711
Elevation Wealth Partners
California
$4.33M +$193K +2,047 +5%
PA
712
PSI Advisors
Florida
$4.33M -$153K -1,618 -3%
SSWM
713
Sheets Smith Wealth Management
North Carolina
$4.32M -$210K -2,230 -5%
BA
714
Ballew Advisors
Mississippi
$4.32M -$2.66K -29 -0.1%
MCA
715
MSH Capital Advisors
Arizona
$4.3M +$221K +2,346 +5%
GLA
716
Good Life Advisors
Pennsylvania
$4.25M +$122K +1,296 +3%
BCMO
717
Buckingham Capital Management (Ohio)
Ohio
$4.22M -$117K -1,245 -3%
LGWM
718
Litman Gregory Wealth Management
California
$4.2M +$237K +2,516 +6%
CIC
719
Chilton Investment Company
Connecticut
$4.2M – – –
SOADOR
720
State of Alaska Department of Revenue
Alaska
$4.17M +$4.17M +44,232 New
GTAM
721
Global Trust Asset Management
Florida
$4.15M +$50.2K +532 +1%
MA
722
Mutual Advisors
Nebraska
$4.14M -$2.68M -28,394 -39%
PL
723
Parthenon LLC
Kentucky
$4.11M +$84.9K +900 +2%
SWM
724
Shelton Wealth Management
Texas
$4.11M +$24.6K +261 +0.6%
EWM
725
EPG Wealth Management
Georgia
$4.1M +$34.6K +367 +0.9%
27 28
29
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