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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 %
GPA
901
Garrison Point Advisors
California
$2.55M +$17.6K +187 +0.7%
EL
902
EQ LLC
Washington
$2.53M +$2.53M +26,810 New
OBGC
903
O'Brien Greene & Co
Pennsylvania
$2.52M -$162K -1,716 -6%
BFA
904
Bluestem Financial Advisors
Illinois
$2.51M +$8.96K +95 +0.4%
KHC
905
Koesten Hirschmann & Crabtree
Kansas
$2.51M -$77.3K -820 -3%
NDSI
906
Newman Dignan & Sheerar Inc
Rhode Island
$2.5M -$182K -1,925 -7%
FGAM
907
Financial Gravity Asset Management
Texas
$2.5M +$2.26M +77,453 +947%
AMM
908
American Money Management
California
$2.48M +$176K +1,864 +8%
MAS
909
Meeder Advisory Services
Ohio
$2.48M -$5K -53 -0.2%
ANBT
910
American National Bank & Trust
Texas
$2.48M +$2.1M +22,249 +556%
BDF
911
Black Diamond Financial
Maryland
$2.47M -$1.23K -13 -0%
PAM
912
Palisade Asset Management
Minnesota
$2.46M +$64.1K +679 +3%
MUAMU
913
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.45M -$755K -8,000 -24%
FFA
914
Farther Finance Advisors
California
$2.45M +$1.75M +18,530 +248%
UF
915
Univest Financial
Pennsylvania
$2.44M -$26.5K -281 -1%
FNBOO
916
First National Bank of Omaha
Nebraska
$2.44M -$329K -3,490 -12%
CPIA
917
Cornell Pochily Investment Advisors
New York
$2.44M +$97.4K +1,033 +4%
GSAM
918
Grant Street Asset Management
Pennsylvania
$2.43M -$906K -9,606 -27%
Koshinski Asset Management
919
Koshinski Asset Management
Illinois
$2.42M +$6.51K +69 +0.3%
CFS
920
CRA Financial Services
New Jersey
$2.42M +$24.2K +257 +1%
MBTD
921
Mechanics Bank - Trust Department
California
$2.42M +$338K +3,587 +16%
MA
922
Mangham Associates
Virginia
$2.41M +$7.92K +84 +0.3%
KCM
923
Kanawha Capital Management
Virginia
$2.41M +$17.9K +190 +0.7%
KIG
924
Kowal Investment Group
Wisconsin
$2.41M -$186K -1,968 -7%
CWA
925
CM Wealth Advisors
Ohio
$2.41M +$681K +7,064 +39%
35 36
37
38 39