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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 %
BMD
1276
Better Money Decisions
New Mexico
$967K +$113K +1,197 +13%
ACM
1277
Ardent Capital Management
Ohio
$967K +$734K +7,778 +315%
IPW
1278
Intergy Private Wealth
Colorado
$960K -$2.45K -26 -0.3%
CCM
1279
Crew Capital Management
Ohio
$954K -$387K -4,105 -29%
DS
1280
DRW Securities
Illinois
$953K +$953K +10,100 New
WCWM
1281
Wooster Corthell Wealth Management
Connecticut
$952K -$25.3K -268 -3%
TFA
1282
Teamwork Financial Advisors
Texas
$952K +$592K +6,279 +165%
MC
1283
Moors & Cabot
Massachusetts
$951K +$6.04K +64 +0.6%
GIA
1284
Goodwin Investment Advisory
Georgia
$949K -$64.1K -679 -6%
TF
1285
Tompkins Financial
New York
$945K -$38.3K -406 -4%
PPW
1286
Pasadena Private Wealth
California
$943K – – –
IAS
1287
Insigneo Advisory Services
Florida
$940K -$22.8K -241 -2%
BFM
1288
Broadview Financial Management
Wisconsin
$940K -$755 -8 -0.1%
CG
1289
Corundum Group
Colorado
$940K -$9.43K -100 -1%
SWP
1290
Strategic Wealth Partners
Ohio
$937K +$37.2K +394 +4%
PVI
1291
Pine Valley Investments
New Jersey
$935K +$1.89K +20 +0.2%
RPGK
1292
Retirement Planning Group (Kansas)
Kansas
$935K -$9.06K -96 -1%
TFP
1293
Tilia Fiduciary Partners
North Carolina
$932K +$11.2K +119 +1%
ACP
1294
Aviance Capital Partners
Florida
$925K +$189 +2 +0%
BAWC
1295
Boyce & Associates Wealth Consulting
Texas
$921K +$31.9K +338 +4%
IWP
1296
Invenio Wealth Partners
Florida
$919K +$156K +1,657 +20%
FDCC
1297
Foster Dykema Cabot & Co
Massachusetts
$918K – – –
SYBT
1298
Stock Yards Bank & Trust
Kentucky
$915K -$38.1K -404 -4%
LW
1299
Linscomb Wealth
Texas
$906K -$4.62K -49 -0.5%
RB
1300
Renasant Bank
Mississippi
$906K +$38.4K +407 +4%
50 51
52
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