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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 %
VIA
876
Vickerman Investment Advisors
Washington
$2.72M -$37.3K -395 -1%
DT
877
Diversified Trust
Tennessee
$2.72M -$203K -2,153 -7%
LWP
878
Laurel Wealth Planning
Minnesota
$2.69M +$63.7K +675 +2%
ACM
879
Advisors Capital Management
New Jersey
$2.69M +$2.17M +22,967 +418%
HSWM
880
Hubbell Strickland Wealth Management
Louisiana
$2.68M +$15.4K +163 +0.6%
PAG
881
Paladin Advisory Group
Iowa
$2.66M -$1.7K -18 -0.1%
RBFC
882
Roman Butler Fullerton & Co
Missouri
$2.66M +$2.83K +31 +0.1%
VCM
883
Viewpoint Capital Management
Washington
$2.65M – – –
WWM
884
Wiser Wealth Management
Georgia
$2.65M +$76.7K +813 +3%
EFM
885
Eley Financial Management
Vermont
$2.64M -$48.2K -508 -2%
UBG
886
United Bank (Georgia)
Georgia
$2.64M -$63.1K -669 -2%
GSWM
887
Greenup Street Wealth Management
Michigan
$2.62M +$280K +2,973 +12%
CTFG
888
Capstone Triton Financial Group
Oklahoma
$2.61M -$35.1K -372 -1%
CWM
889
Castle Wealth Management
Florida
$2.61M +$447K +4,721 +21%
SGK
890
Steigerwald Gordon & Koch
Virginia
$2.61M -$36.3K -385 -1%
CAM
891
Campion Asset Management
Virginia
$2.6M +$316K +3,348 +14%
CTA
892
Colonial Trust Advisors
South Carolina
$2.59M +$151K +1,600 +6%
JFGIW
893
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.59M +$302K +3,184 +13%
GCIM
894
Gunn & Company Investment Management
Florida
$2.57M +$2.57M +27,281 New
UWPG
895
Ullmann Wealth Partners Group
Florida
$2.57M -$36.9K -391 -1%
SPFA
896
Summit Place Financial Advisors
New Jersey
$2.57M +$91.5K +970 +4%
PFA
897
Pure Financial Advisors
California
$2.57M -$592K -6,278 -19%
VAM
898
Verity Asset Management
North Carolina
$2.57M -$555K -5,886 -18%
QCIG
899
Quad-Cities Investment Group
Iowa
$2.56M +$206K +2,188 +9%
CHJWM
900
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.56M +$134K +1,521 +6%
34 35
36
37 38