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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 %
TFF
851
The Family Firm
Maryland
$2.91M -$70.7K -750 -2%
VF
852
Vawter Financial
Ohio
$2.88M -$149K -1,582 -5%
BWM
853
Birchcreek Wealth Management
Ohio
$2.88M +$317K +3,357 +12%
AFC
854
AFT Forsyth & Company
Florida
$2.86M -$5.66K -60 -0.2%
HPC
855
HM Payson & Co
Maine
$2.86M -$72.4K -768 -2%
RFG
856
RFP Financial Group
Georgia
$2.83M +$177K +1,878 +7%
HH
857
Hilltop Holdings
Texas
$2.82M +$1.72M +18,281 +157%
AMG
858
Asset Management Group
Connecticut
$2.82M +$660 +7 +0%
LOIP
859
Live Oak Investment Partners
Texas
$2.82M -$2.99M – –
CWM
860
Cornerstone Wealth Management
Missouri
$2.82M -$59K -625 -2%
RC
861
Rovin Capital
Arizona
$2.81M +$1.39M +14,697 +97%
WF
862
Welch & Forbes
Massachusetts
$2.81M -$35.3K -374 -1%
CBT
863
Central Bank & Trust
Kentucky
$2.81M -$772K -8,189 -22%
MAS
864
Madden Advisory Services
Florida
$2.81M +$105K +1,114 +4%
SOS
865
Silver Oak Securities
Tennessee
$2.81M -$1.19M -12,590 -30%
KAS
866
KPP Advisory Services
Kentucky
$2.8M +$2.8M +29,698 New
WS
867
Wedbush Securities
California
$2.8M +$47.3K +501 +2%
NCM
868
Next Capital Management
New York
$2.79M -$25.9K -275 -0.9%
CWC
869
Carolinas Wealth Consulting
North Carolina
$2.78M -$3.93M -44,231 -59%
FIM
870
Freedom Investment Management
Connecticut
$2.78M +$188K +1,993 +7%
KFAA
871
Klaas Financial Asset Advisors
Illinois
$2.77M -$3.51K -37 -0.1%
WMP
872
Wealth Management Partners
Arizona
$2.76M -$54.7K -580 -2%
CAM
873
Congress Asset Management
Massachusetts
$2.76M -$280K -2,970 -9%
TCPWM
874
Traverso Chambers Private Wealth Management
California
$2.75M +$41.8K +443 +2%
TAM
875
Titleist Asset Management
Texas
$2.72M +$216K +2,291 +9%
33 34
35
36 37