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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 %
OCM
926
Objective Capital Management
Ohio
$2.4M +$30.1K +319 +1%
NRC
927
New Republic Capital
North Carolina
$2.39M -$309K -3,265 -11%
MFS
928
McNamara Financial Services
Massachusetts
$2.38M +$110K +1,164 +5%
GFG
929
Goldstone Financial Group
Illinois
$2.37M +$212K +2,247 +10%
ANTB
930
AMG National Trust Bank
Colorado
$2.37M +$137K +1,450 +6%
IF
931
Intrua Financial
Texas
$2.37M -$112K -1,188 -5%
FDP
932
Financiere des Professionnels
Quebec, Canada
$2.37M +$2.37M +25,100 New
SC
933
Sepio Capital
Utah
$2.37M -$34.4K -365 -1%
RWP
934
RWA Wealth Partners
Massachusetts
$2.36M +$394K +4,182 +20%
JIP
935
Jaffetilchin Investment Partners
Florida
$2.36M +$1.89K +20 +0.1%
LWA
936
Lineweaver Wealth Advisors
Ohio
$2.36M -$169K -1,788 -7%
EA
937
Emerald Advisors
Washington
$2.35M +$90.9K +964 +4%
WA
938
Wealth Alliance
New York
$2.34M -$59.2K -628 -2%
TCOT
939
Trust Company of Toledo
Ohio
$2.34M -$938K -9,942 -29%
KFGK
940
Keystone Financial Group (Kentucky)
Kentucky
$2.33M -$126K -1,337 -5%
SR
941
Syntax Research
Florida
$2.33M +$2.33M +24,663 New
Barclays
942
Barclays
United Kingdom
$2.32M -$12.7M -134,454 -85%
BWAM
943
Boyd Watterson Asset Management
Ohio
$2.3M – – –
AC
944
Abbrea Capital
California
$2.28M -$11.2K -118 -0.5%
TP
945
Tranquility Partners
Tennessee
$2.28M +$141K +1,494 +7%
FA
946
Fiducient Advisors
Illinois
$2.28M +$297K +3,131 +15%
WPC
947
Wedmont Private Capital
Pennsylvania
$2.27M +$376K +4,048 +20%
CCFM
948
Clear Creek Financial Management
Washington
$2.27M -$379K -4,005 -14%
MPPLM
949
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.27M +$12.9K +137 +0.6%
PIA
950
Perennial Investment Advisors
California
$2.26M -$5.75K -61 -0.3%
36 37
38
39 40