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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 %
SCM
976
SOL Capital Management
Maryland
$2.14M -$11.3K -120 -0.5%
BJL
977
Brighton Jones LLC
Washington
$2.14M +$116K +1,226 +6%
FTUS
978
Flow Traders U.S.
New York
$2.13M -$10M -106,188 -82%
OCM
979
Orion Capital Management
California
$2.12M -$298K -3,158 -12%
IDA
980
Intelligence Driven Advisers
California
$2.11M -$166K -1,811 -7%
BCG
981
Breakwater Capital Group
New Jersey
$2.1M +$97.6K +1,093 +5%
AL
982
Aspiriant LLC
California
$2.1M +$38.4K +407 +2%
SPI
983
Santori & Peters Inc
Pennsylvania
$2.09M -$16.7K -177 -0.8%
TFG
984
Tilson Financial Group
New Jersey
$2.08M +$2.08M +22,059 New
RMDI
985
R.M. Davis Inc
Maine
$2.08M -$11K -117 -0.5%
MIA
986
Milestone Investment Advisors
Wisconsin
$2.08M -$138K -1,466 -6%
PCM
987
Pennsylvania Capital Management
Pennsylvania
$2.07M -$80.3K -851 -4%
WA
988
Wilshire Advisors
California
$2.06M -$32.5K -345 -2%
CST
989
Charles Schwab Trust
Nevada
$2.06M -$156K -1,653 -7%
PWA
990
Peterson Wealth Advisors
Utah
$2.06M +$660 +7 +0%
NEAM
991
New England Asset Management
Connecticut
$2.06M – – –
EAM
992
Evanson Asset Management
California
$2.05M +$2.36K +25 +0.1%
SIA
993
Schechter Investment Advisors
Michigan
$2.05M +$695K +7,368 +51%
MSWM
994
McGlone Suttner Wealth Management
Wisconsin
$2.05M -$475K -5,038 -19%
TIA
995
Tiemann Investment Advisors
California
$2.04M +$90.6K +960 +5%
9WM
996
9258 Wealth Management
Ohio
$2.03M +$283 +3 +0%
BFA
997
Beaumont Financial Advisors
Massachusetts
$2.02M +$115K +1,215 +6%
Chevy Chase Trust
998
Chevy Chase Trust
Maryland
$2.02M +$48.2K +511 +2%
CIR
999
Clear Investment Research
Georgia
$2.02M +$89.7K +951 +5%
SSA
1000
Schonfeld Strategic Advisors
New York
$2.02M +$1.83M +19,354 +948%
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40
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