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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
1
Balyasny Asset Management
Illinois
$227M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.03B
3
CWM
3
Circle Wealth Management
New Jersey
$200M
4
Citigroup
4
Citigroup
New York
$172M
5
Comerica Bank
5
Comerica Bank
Texas
$120M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$189M
2
CCA
2
Catalyst Capital Advisors
New York
$200M
3
MRC
3
Millburn Ridgefield Corp
New York
$200M
4
HI
4
Horizon Investments
North Carolina
$46.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
76
West Coast Financial
California
$79.6M +$1.57M +16,615 +2%
BBA
77
BLB&B Advisors
Pennsylvania
$79.4M +$3.51M +37,192 +5%
CAN
78
Cetera Advisor Networks
California
$78.9M +$5.4M +57,263 +7%
MWM
79
Modera Wealth Management
New Jersey
$77.3M +$9.99M +105,908 +15%
GT
80
Greenleaf Trust
Michigan
$75.4M +$2.17M +22,971 +3%
DWM
81
Destination Wealth Management
California
$73.7M +$563K +5,973 +0.8%
SWM
82
SigFig Wealth Management
California
$73.4M -$885K -9,377 -1%
Bessemer Group
83
Bessemer Group
New Jersey
$72.1M +$4.23M +44,824 +6%
AI
84
Accredited Investors
Minnesota
$71.5M +$1.29M +13,716 +2%
CWM
85
Connecticut Wealth Management
Connecticut
$70.4M -$912K -9,663 -1%
SPIA
86
Steward Partners Investment Advisory
New York
$69.9M +$934K +9,897 +1%
FNT
87
First National Trust
Pennsylvania
$69.8M +$9.08M +96,267 +15%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$67.6M -$3.94M -41,741 -6%
Corient Private Wealth
89
Corient Private Wealth
Florida
$67.5M -$4.23M -44,799 -6%
SFA
90
Sequoia Financial Advisors
Ohio
$66.7M +$1.69M +17,919 +3%
AAS
91
Avantax Advisory Services
Texas
$66.3M +$8.2M +86,922 +14%
AWM
92
AE Wealth Management
Kansas
$65.8M +$11.9M +125,693 +22%
WT
93
Whittier Trust
California
$65.2M +$1.48M +15,705 +2%
AF
94
Allworth Financial
California
$64.7M +$4.22M +44,750 +7%
LI
95
LVZ Inc
Michigan
$62.9M -$4.24M -44,956 -6%
BIAS
96
Beacon Investment Advisory Services
New Jersey
$62.7M +$836K +8,865 +1%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$62.5M -$5.13M -54,381 -8%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$61.1M -$210K -2,231 -0.3%
TIAA Trust, National Association
99
TIAA Trust, National Association
North Carolina
$60.6M +$60.6M +641,940 New
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$59M +$1.42M +15,070 +2%
2 3
4
5 6