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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
1
Balyasny Asset Management
Illinois
$227M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.03B
3
CWM
3
Circle Wealth Management
New Jersey
$200M
4
Citigroup
4
Citigroup
New York
$172M
5
Comerica Bank
5
Comerica Bank
Texas
$120M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$189M
2
CCA
2
Catalyst Capital Advisors
New York
$200M
3
MRC
3
Millburn Ridgefield Corp
New York
$200M
4
HI
4
Horizon Investments
North Carolina
$46.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$142M +$9.95M +105,432 +8%
NFA
52
Nationwide Fund Advisors
Ohio
$137M -$2.37M -25,074 -2%
CCMG
53
Clark Capital Management Group
Pennsylvania
$127M +$4.97M +52,677 +4%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$122M +$606K +6,429 +0.5%
Comerica Bank
55
Comerica Bank
Texas
$120M +$120M +1,273,616 New
AAS
56
Annex Advisory Services
Wisconsin
$120M +$10.4M +110,173 +10%
Charles Schwab
57
Charles Schwab
California
$116M -$4.79M -50,779 -4%
Cerity Partners
58
Cerity Partners
New York
$114M -$14.3M -151,297 -11%
MCM
59
MAI Capital Management
Ohio
$114M +$16.2M +171,876 +17%
MML Investors Services
60
MML Investors Services
Massachusetts
$111M -$8.67M -91,873 -7%
M&T Bank
61
M&T Bank
New York
$110M -$2.38M -25,279 -2%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$108M +$106M +1,122,592 +4,729%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$96.6M -$12M -126,303 -11%
Victory Capital Management
64
Victory Capital Management
Texas
$96.2M -$2.94M -31,180 -3%
Stifel Financial
65
Stifel Financial
Missouri
$92.7M +$634K +6,717 +0.7%
Squarepoint
66
Squarepoint
New York
$90.3M +$49.1M +520,262 +119%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$90.3M +$1.99M +21,081 +2%
Franklin Resources
68
Franklin Resources
California
$89.4M +$1.8M +19,132 +2%
BIM
69
Bridges Investment Management
Nebraska
$88.6M -$3.13M -33,154 -3%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$88.5M +$1.29M +13,629 +1%
UB
71
UMB Bank
Missouri
$87.4M -$1.87M -19,821 -2%
FMII
72
Farmers & Merchants Investments Inc
Nebraska
$84.5M +$5.24M +55,564 +7%
KAS
73
Kestra Advisory Services
Texas
$84.4M +$294K +3,119 +0.4%
AIM
74
Acropolis Investment Management
Missouri
$82.8M +$349K +3,705 +0.4%
MGIA
75
Moneta Group Investment Advisors
Missouri
$81.1M +$5.32M +56,448 +7%
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