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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 %
DI
1051
DAGCO Inc
Ohio
$1.81M +$1.35M +7,990 +300%
RFO
1052
RiverGlades Family Offices
Florida
$1.8M +$17.6K +187 +1%
PPWM
1053
Paragon Private Wealth Management
Kentucky
$1.8M +$226K +2,393 +14%
FPTW
1054
Franklin, Parlapiano, Turner & Welch
Texas
$1.8M – – –
ACM
1055
Ategra Capital Management
Virginia
$1.79M +$37.1K +393 +2%
JF
1056
JSF Financial
California
$1.79M -$3.93M -41,675 -69%
SF
1057
Summit Financial
New Jersey
$1.79M -$117K -1,231 -6%
ACM
1058
AUA Capital Management
Pennsylvania
$1.78M +$135K +1,433 +8%
FCB
1059
First County Bank
Connecticut
$1.77M +$362K +3,841 +26%
FPAS
1060
Focus Partners Advisor Solutions
Missouri
$1.77M -$494K -5,238 -22%
BHBT
1061
Burke & Herbert Bank & Trust
Virginia
$1.77M +$10.1K +107 +0.6%
RWA
1062
River Wealth Advisors
Pennsylvania
$1.76M -$121K -1,280 -6%
PB
1063
Pinnacle Bancorp
Nebraska
$1.76M +$5.57K +59 +0.3%
DPI
1064
Diversified Portfolios Inc
Michigan
$1.74M +$12K +127 +0.7%
KAH
1065
Kathryn A. Hall
$1.74M – – –
RCG
1066
Regatta Capital Group
California
$1.74M -$16.8K -178 -1%
BIM
1067
Baldwin Investment Management
Pennsylvania
$1.74M -$51.9K -550 -3%
CAWM
1068
Capital Advisors Wealth Management
Washington
$1.74M -$38.5K -408 -2%
WKSWA
1069
White Knight Strategic Wealth Advisors
New Jersey
$1.73M -$92K -975 -5%
LA
1070
Lane & Associates
New Jersey
$1.72M +$219K +2,323 +15%
RWA
1071
Rooted Wealth Advisors
Illinois
$1.71M +$2.02K +21 +0.1%
DWM
1072
Drive Wealth Management
Utah
$1.7M +$449K +4,740 +36%
GFP
1073
Gryphon Financial Partners
Ohio
$1.7M +$8.02K +85 +0.5%
CA
1074
Crewe Advisors
Utah
$1.7M +$120K +1,269 +8%
FVWA
1075
Foster Victor Wealth Advisors
South Carolina
$1.68M -$252K -2,735 -13%
41 42
43
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