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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 %
CWA
1201
Continuum Wealth Advisors
New York
$1.18M -$306K -3,241 -21%
MIC
1202
Meridian Investment Counsel
California
$1.18M +$1.89K +20 +0.2%
ONST
1203
Old North State Trust
North Carolina
$1.18M -$35.4K -375 -3%
NCM
1204
Nelson Capital Management
California
$1.17M -$4.72K -50 -0.4%
CGPCS
1205
Capital Group Private Client Services
California
$1.17M -$48.3K -512 -4%
CFP
1206
Cypress Financial Planning
New Jersey
$1.16M +$107K +1,136 +10%
SL
1207
SWMG LLC
Texas
$1.16M +$107K +1,130 +10%
SM
1208
Sweeney & Michel
California
$1.15M +$96.1K +1,048 +9%
FFA
1209
Fortune Financial Advisors
Kansas
$1.14M +$10.1K +107 +0.9%
IFA
1210
Index Fund Advisors
California
$1.14M +$9.81K +104 +0.9%
AIG
1211
American International Group
New York
$1.14M +$75.5K +800 +7%
MLIC
1212
Mandatum Life Insurance Company
Finland
$1.14M – – –
ACG
1213
Allen Capital Group
Nebraska
$1.13M +$28.4K +305 +3%
GC
1214
Gilbert & Cook
Iowa
$1.13M +$320K +3,397 +40%
LC
1215
LCNB Corp
Ohio
$1.13M -$10.8K -115 -1%
YIH
1216
Y-Intercept (HK)
Hong Kong
$1.12M +$1.12M +11,926 New
TI
1217
Trexquant Investment
Connecticut
$1.12M -$462K -4,893 -29%
FCA
1218
FLC Capital Advisors
California
$1.12M -$74.2K -787 -6%
CCM
1219
Coldstream Capital Management
Washington
$1.12M +$107K +1,130 +11%
STC
1220
Sarah T. Connolly
$1.12M – – –
IC
1221
Inscription Capital
Texas
$1.11M -$44.8K -475 -4%
HIA
1222
Harbor Investment Advisory
Maryland
$1.11M -$54.8K -581 -5%
CANC
1223
Culbertson A N & Co
Virginia
$1.11M +$20.8K +220 +2%
TSW
1224
Three Seasons Wealth
Utah
$1.11M +$1.11M +11,660 New
SIC
1225
Samalin Investment Counsel
New York
$1.1M +$117K +1,240 +12%
47 48
49
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