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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 %
PWM
726
Provident Wealth Management
Tennessee
$4.09M +$108K +1,147 +3%
GSC
727
G&S Capital
Colorado
$4.08M -$13.8K -146 -0.3%
WWM
728
Western Wealth Management
Colorado
$4.07M -$202K -2,140 -5%
BFG
729
Baron Financial Group
New Jersey
$4.07M +$472 +5 +0%
SFG
730
SevenBridge Financial Group
Pennsylvania
$4.05M -$129K -1,365 -3%
MYIA
731
Mount Yale Investment Advisors
Colorado
$4.05M +$111K +1,177 +3%
FAM
732
Forte Asset Management
New York
$4.05M +$1.79M +18,899 +79%
MCM
733
Monument Capital Management
Virginia
$4.04M +$4.04M +42,836 New
LFP
734
Lakeshore Financial Planning
Michigan
$4.02M +$4.02M +42,574 New
CWA
735
Canvas Wealth Advisors
Kansas
$4.01M +$525K +5,858 +15%
AP
736
Americana Partners
Texas
$4M +$806K +8,717 +25%
PWA
737
Physician Wealth Advisors
Utah
$4M -$214K -2,307 -5%
NGA
738
Naples Global Advisors
Florida
$4M -$59.8K -631 -1%
W
739
Wealthquest
Ohio
$4M +$24.5K +260 +0.6%
MCM
740
Magnolia Capital Management
New York
$3.96M -$25.7K -272 -0.6%
SKK
741
Shepherd Kaplan Krochuk
Massachusetts
$3.95M +$1.32K +14 +0%
National Bank of Canada
742
National Bank of Canada
Quebec, Canada
$3.94M +$32.6K +353 +0.8%
LA
743
Lynch & Associates
Indiana
$3.93M +$106K +1,125 +3%
CB
744
Centennial Bank
Arkansas
$3.93M +$40.8K +432 +1%
SWA
745
SOA Wealth Advisors
New York
$3.92M -$152K -1,615 -4%
RBC
746
Romano Brothers & Co
Illinois
$3.92M +$24.5K +260 +0.6%
ES
747
ETF Store
Kansas
$3.91M +$53.3K +578 +1%
BBNA
748
Bremer Bank National Association
Minnesota
$3.9M -$127K -1,342 -3%
ACA
749
Affinity Capital Advisors
California
$3.89M -$1.46M -15,468 -27%
DT
750
Daniels + Tansey
Delaware
$3.88M -$5.74M -114,412 -60%
28 29
30
31 32