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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 %
TH
776
TCTC Holdings
Texas
$3.58M +$137K +1,456 +4%
VC
777
Vestor Capital
Illinois
$3.58M +$169K +1,792 +5%
ONB
778
Old National Bancorp
Indiana
$3.56M -$298K -3,159 -8%
WFA
779
Wellspring Financial Advisors
Ohio
$3.55M +$200K +20,479 +6%
UL
780
Unionview LLC
Washington
$3.54M +$72.4K +767 +2%
WCP
781
Wick Capital Partners
Pennsylvania
$3.5M +$184K +1,948 +6%
CA
782
Continuum Advisory
Idaho
$3.5M +$170K +1,799 +5%
WPW
783
Watershed Private Wealth
Illinois
$3.49M +$88.7K +940 +3%
PGF
784
Plan Group Financial
Oklahoma
$3.47M +$1.65M +17,470 +90%
RIA
785
Retirement Investment Advisors
Oklahoma
$3.47M -$724K -7,678 -17%
SB
786
Strategic Blueprint
Georgia
$3.46M +$597K +6,331 +21%
KV
787
Kickstand Ventures
New York
$3.46M +$3.46M +36,654 New
ATC
788
Adirondack Trust Company
New York
$3.45M -$28.4K -301 -0.8%
LWMNY
789
Landmark Wealth Management (New York)
New York
$3.44M +$3.44M +36,482 New
CHC
790
City Holding Co
West Virginia
$3.44M +$221K +2,339 +7%
ST
791
Spinnaker Trust
Maine
$3.43M +$3.77K +40 +0.1%
SFG
792
Snider Financial Group
Washington
$3.41M +$48.1K +510 +1%
PLU
793
Performa Ltd (US)
South Carolina
$3.38M – – –
CW
794
CIC Wealth
Maryland
$3.38M -$4.53K -48 -0.1%
LDB
795
Lee, Danner & Bass
Tennessee
$3.36M -$65.6K -695 -2%
BFM
796
Boothbay Fund Management
New York
$3.35M +$3.35M +35,507 New
GWP
797
Gateway Wealth Partners
Wisconsin
$3.35M -$128K -1,358 -4%
GSB
798
Greenfield Savings Bank
Massachusetts
$3.35M +$3.35M +35,481 New
EFS
799
Essex Financial Services
Connecticut
$3.35M +$8.4K +89 +0.3%
CFG
800
Citizens Financial Group
Rhode Island
$3.34M -$325K -3,440 -9%
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