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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 %
FWTB
801
First Western Trust Bank
Colorado
$3.34M – – –
SEI Investments
802
SEI Investments
Pennsylvania
$3.34M -$30.1K -319 -0.9%
Capital Fund Management (CFM)
803
Capital Fund Management (CFM)
France
$3.34M +$1.74M +18,400 +108%
NHT
804
New Hampshire Trust
New Hampshire
$3.33M -$56K -594 -2%
T
805
TCWP
Ohio
$3.31M -$2.09M -22,151 -39%
BIA
806
Bigelow Investment Advisors
Maine
$3.3M +$163K +1,733 +5%
NL
807
NEPC LLC
Massachusetts
$3.3M +$36K +382 +1%
AIP
808
Ameritas Investment Partners
Nebraska
$3.3M +$131K +1,392 +4%
WPW
809
Waldron Private Wealth
Pennsylvania
$3.29M +$518K +5,463 +19%
FWP
810
FAS Wealth Partners
Kansas
$3.26M -$53.8K -570 -2%
HWMT
811
Heritage Wealth Management (Texas)
Texas
$3.26M -$65.8K -698 -2%
SAM
812
Smithbridge Asset Management
Pennsylvania
$3.23M -$10.1K -107 -0.3%
PIMG
813
Patriot Investment Management Group
Tennessee
$3.22M -$4.25K -45 -0.1%
FNWM
814
Financial Network Wealth Management
Utah
$3.22M -$220K -2,367 -6%
HIMC
815
Heritage Investors Management Corp
Maryland
$3.22M +$208K +2,200 +7%
HFW
816
Horizon Family Wealth
Illinois
$3.22M +$159K +1,687 +5%
SCA
817
Southern Capital Advisors
Tennessee
$3.21M +$188K +1,993 +6%
BMCM
818
Bryn Mawr Capital Management
Pennsylvania
$3.2M +$775K +8,213 +32%
CIAS
819
CFS Investment Advisory Services
New Jersey
$3.18M +$813K +8,624 +34%
AWA
820
Arete Wealth Advisors
Illinois
$3.18M -$2.55M -27,023 -45%
FTC
821
Farmers Trust Company
Ohio
$3.17M +$13.5K +143 +0.4%
IMRF
822
Illinois Municipal Retirement Fund
Illinois
$3.17M +$3.17M +33,600 New
First Manhattan
823
First Manhattan
New York
$3.17M +$28.6K +303 +0.9%
VFPI
824
Vantage Financial Partners (Illinois)
Illinois
$3.17M +$227K +2,409 +8%
RW
825
RVW Wealth
California
$3.15M -$137K -1,451 -4%
31 32
33
34 35