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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 %
ZF
1126
Zhang Financial
Michigan
$1.46M -$1.7K -18 -0.1%
Vanguard Group
1127
Vanguard Group
Pennsylvania
$1.46M -$377 -4 -0%
PPP
1128
Private Portfolio Partners
New Jersey
$1.45M -$135K -1,429 -8%
CRWM
1129
Castle Rock Wealth Management
California
$1.45M +$113K +1,223 +8%
PWA
1130
Pillar Wealth Advisors
Pennsylvania
$1.45M +$203K +2,149 +16%
JWBC
1131
J.W. Burns & Co
New York
$1.45M +$446K +4,729 +44%
NS
1132
NBC Securities
Alabama
$1.45M +$1.45M +15,329 New
CT
1133
Coastline Trust
Rhode Island
$1.44M -$49.5K -525 -3%
4WM
1134
4J Wealth Management
Virginia
$1.44M +$43.1K +457 +3%
GA
1135
Goldstein Advisors
Wisconsin
$1.44M -$30.9K -328 -2%
CA
1136
Cambridge Advisors
Nebraska
$1.43M +$283 +3 +0%
RWMG
1137
Redwood Wealth Management Group
New Jersey
$1.43M -$42.1K -446 -3%
RIA
1138
Realta Investment Advisors
Delaware
$1.41M – – –
TWA
1139
Talisman Wealth Advisors
New Jersey
$1.4M +$278K +2,950 +25%
IC
1140
IEQ Capital
California
$1.4M -$95.7K -1,014 -6%
VCA
1141
Verdence Capital Advisors
Maryland
$1.4M +$17.3K +183 +1%
SCA
1142
Snowden Capital Advisors
New York
$1.4M -$1.26M -13,333 -47%
HNWAG
1143
High Net Worth Advisory Group
Florida
$1.39M +$42.7K +453 +3%
DWM
1144
Darwin Wealth Management
Florida
$1.39M -$222K -2,353 -14%
SFP
1145
Sweet Financial Partners
Minnesota
$1.38M -$37.7K -400 -3%
TCA
1146
Transcend Capital Advisors
New Jersey
$1.37M -$5.94K -63 -0.4%
HPWM
1147
High Pines Wealth Management
Massachusetts
$1.37M -$1.29M -13,657 -48%
OW
1148
Olistico Wealth
Oklahoma
$1.37M +$46.1K +489 +3%
PA
1149
Probity Advisors
Texas
$1.37M -$177K -1,874 -11%
MSAM
1150
Moloney Securities Asset Management
Missouri
$1.37M +$49.4K +524 +4%
44 45
46
47 48