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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 %
PL
1076
Plancorp LLC
Missouri
$1.67M – – –
NAG
1077
Northstar Advisory Group
New Jersey
$1.67M +$1.09M +11,600 +189%
TFGT
1078
TS Financial Group (TSFG)
Illinois
$1.67M -$84.2K -892 -5%
CAL
1079
Capital Advisors Ltd
Ohio
$1.67M -$107K -1,137 -6%
GWM
1080
GSB Wealth Management
Connecticut
$1.66M +$8.68K +92 +0.5%
SFG
1081
Sunburst Financial Group
Alabama
$1.66M -$47.4K -502 -3%
ADL
1082
Asset Dedication LLC
California
$1.66M +$52.4K +555 +3%
BAM
1083
Belpointe Asset Management
Nevada
$1.65M -$1.9M -20,102 -53%
GPWA
1084
Great Point Wealth Advisors
Massachusetts
$1.64M -$26.1K -277 -2%
JWCA
1085
J.W. Coons Advisors
Ohio
$1.64M +$14.2K +150 +0.9%
IAS
1086
Investment Advisory Services
Texas
$1.64M +$41.7K +442 +3%
WMS
1087
Wealth Management Solutions
Pennsylvania
$1.62M -$32.4K -344 -2%
ESB
1088
Essex Savings Bank
Connecticut
$1.62M +$61.5K +652 +4%
FFWA
1089
FRG Family Wealth Advisors
Washington
$1.62M – – –
Betterment LLC
1090
Betterment LLC
New York
$1.61M +$472K +5,006 +41%
H
1091
HoyleCohen
California
$1.61M -$59.2K -628 -4%
SC
1092
Steph & Co
Wisconsin
$1.61M +$49.6K +526 +3%
MTIC
1093
Missouri Trust & Investment Company
Missouri
$1.6M -$3.77K -40 -0.2%
OWP
1094
Obermeyer Wealth Partners
Colorado
$1.6M – – –
ACP
1095
Aveo Capital Partners
Colorado
$1.6M +$5.75K +61 +0.4%
VWA
1096
Visionary Wealth Advisors
Illinois
$1.59M +$319K +3,377 +25%
PIM
1097
Penobscot Investment Management
Massachusetts
$1.58M – – –
TFCP
1098
Twin Focus Capital Partners
Massachusetts
$1.58M +$36.1K +383 +2%
FCP
1099
Fidelis Capital Partners
Florida
$1.58M +$355K +3,678 +29%
LSIA
1100
LaSalle St. Investment Advisors
Illinois
$1.58M -$1.89M -20,032 -54%
42 43
44
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