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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 %
TNBTD
826
Trustmark National Bank Trust Department
Mississippi
$3.13M -$2.83K -30 -0.1%
WA
827
WBH Advisory
Maryland
$3.11M +$33K +350 +1%
CFG
828
Carr Financial Group
Massachusetts
$3.1M -$303K -3,215 -9%
CPSC
829
Carl P. Sherr & Co
Massachusetts
$3.09M +$1.63M +17,284 +111%
WA
830
Waverly Advisors
Alabama
$3.09M +$781K +8,282 +34%
GWM
831
Greenwich Wealth Management
Connecticut
$3.08M -$130K -1,373 -4%
CL
832
Choreo LLC
Illinois
$3.08M -$1.78M -18,811 -37%
3F
833
360 Financial
Minnesota
$3.06M +$167K +1,797 +6%
SSW
834
Stone Summit Wealth
Florida
$3.05M -$38.6K -409 -1%
GBWM
835
Granite Bay Wealth Management
New Hampshire
$3.05M +$3.05M +30,492 New
PPWM
836
PFG Private Wealth Management
Florida
$3.02M -$1.32M -14,008 -30%
SW
837
SlateStone Wealth
Florida
$3.02M +$1.95M +20,656 +183%
USB
838
Union Savings Bank
Connecticut
$3.01M -$15.2K -161 -0.5%
PWW
839
Pettyjohn Wood & White
Virginia
$3M -$32.6K -346 -1%
SMA
840
Sage Mountain Advisors
Georgia
$3M -$80.2K -850 -3%
CTC
841
Corundum Trust Company
South Dakota
$2.97M – – –
SIC
842
Sterling Investment Counsel
New York
$2.97M +$107K +1,132 +4%
CFB
843
Cullen/Frost Bankers
Texas
$2.95M +$847K +8,982 +40%
SC
844
Syon Capital
California
$2.94M +$2.94M +31,143 New
PP
845
PrairieView Partners
Minnesota
$2.94M -$148K -1,571 -5%
SFI
846
SPC Financial Inc
Maryland
$2.92M +$420K +4,450 +17%
ASW
847
Astoria Strategic Wealth
Texas
$2.92M +$505K +5,358 +21%
VF
848
VitalStone Financial
Texas
$2.92M +$2.91M +31,860 +62,471%
TFS
849
Thoroughbred Financial Services
Tennessee
$2.92M +$558K +5,916 +24%
CFO
850
Callan Family Office
Pennsylvania
$2.91M +$406K +4,303 +16%
32 33
34
35 36