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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 %
SFMG
951
Sage Financial Management Group
Virginia
$2.26M +$2.26M +23,975 New
SAA
952
Southeast Asset Advisors
Georgia
$2.26M -$191K -2,022 -8%
FCMC
953
Founders Capital Management (Connecticut)
Connecticut
$2.25M – – –
LWM
954
Lionsbridge Wealth Management
Florida
$2.24M -$745K -7,899 -25%
ST
955
Sabal Trust
Florida
$2.23M -$32.4K -343 -1%
DE
956
Day & Ennis
Georgia
$2.23M -$40.8K -433 -2%
DIA
957
Dana Investment Advisors
Wisconsin
$2.23M +$2.08K +22 +0.1%
AFP
958
Alpha Financial Partners
Kentucky
$2.22M +$501K +5,309 +29%
DCM
959
Davidson Capital Management
Texas
$2.21M -$5.52M -58,562 -71%
ACM
960
Armbruster Capital Management
New York
$2.21M -$94 -1 -0%
RWP
961
Revolve Wealth Partners
New Jersey
$2.21M -$55.2K -585 -2%
WP
962
WealthShield Partners
North Carolina
$2.21M -$25.6K -270 -1%
V
963
VeraBank
Texas
$2.2M +$62.1K +658 +3%
SWM
964
Soundmark Wealth Management
Washington
$2.2M +$41K +435 +2%
WIM
965
Westside Investment Management
California
$2.2M +$18.9K +200 +0.9%
CBFP
966
Cedar Brook Financial Partners
Ohio
$2.19M +$208K +2,208 +10%
V
967
ViaWealth
Kansas
$2.19M -$77.4K -821 -3%
EI
968
Ellevest Inc
New York
$2.19M -$15.3K -162 -0.7%
UCB
969
United Community Bank
South Carolina
$2.19M +$2.19M +23,171 New
BA
970
Bridge Advisory
California
$2.18M +$2.18M +23,086 New
Neuberger Berman Group
971
Neuberger Berman Group
New York
$2.18M +$313K +3,321 +17%
AWA
972
Amplius Wealth Advisors
Pennsylvania
$2.17M -$44.7K -474 -2%
IAA
973
Independent Advisor Alliance
North Carolina
$2.17M -$95.8K -1,016 -4%
VHAM
974
Van Hulzen Asset Management
California
$2.17M +$1.41M +14,940 +186%
EPWM
975
Essex Private Wealth Management
Massachusetts
$2.15M -$9.34K -99 -0.4%
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