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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 %
SMWM
1151
Silvia McColl Wealth Management
California
$1.36M – – –
BTI
1152
Blue Trust Inc
Georgia
$1.36M +$250K +2,507 +22%
CT
1153
Cambridge Trust
Massachusetts
$1.36M -$80.4K -852 -6%
DWM
1154
Defined Wealth Management
Oregon
$1.36M -$23.7K -251 -2%
LFG
1155
Lockerman Financial Group
California
$1.36M – – –
PA
1156
PFG Advisors
Arizona
$1.35M -$381K -4,036 -22%
CT
1157
Colonial Trust
South Carolina
$1.35M +$37.4K +397 +3%
TWM
1158
Thrive Wealth Management
Pennsylvania
$1.35M -$38.4K -407 -3%
CP
1159
Capital Planning
Washington
$1.34M +$53.9K +569 +4%
MAA
1160
Matrix Asset Advisors
New York
$1.33M +$448K +4,746 +51%
FWM
1161
Forza Wealth Management
Florida
$1.33M – – –
JIC
1162
Joel Isaacson & Co
New York
$1.32M +$37.3K +395 +3%
AWA
1163
Arkadios Wealth Advisors
Georgia
$1.32M -$5.27M -55,900 -80%
FHC
1164
First Heartland Consultants
Missouri
$1.32M +$116K +1,230 +10%
SCA
1165
St. Clair Advisors
Ohio
$1.31M +$49.5K +525 +4%
WC
1166
Woodstock Corp
Massachusetts
$1.31M +$87.3K +925 +7%
FFA
1167
First Foundation Advisors
California
$1.3M +$278K +2,944 +27%
CPRC
1168
Consolidated Portfolio Review Corp
New York
$1.3M -$467K -4,946 -26%
PAM
1169
Peak Asset Management
Colorado
$1.3M +$472 +5 +0%
TTWM
1170
TCV Trust & Wealth Management
Virginia
$1.29M -$2.92K -31 -0.2%
AF
1171
Advisornet Financial
Minnesota
$1.29M -$252K -2,670 -16%
RWM
1172
Ritholtz Wealth Management
New York
$1.29M +$1.04M +11,027 +418%
GWA
1173
GGM Wealth Advisors
Maryland
$1.29M +$24K +253 +2%
LL
1174
LWMG LLC
Minnesota
$1.29M -$19.6K -208 -2%
SM
1175
Sensible Money
Arizona
$1.27M +$58.4K +619 +5%
45 46
47
48 49