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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 %
AA
1426
Argent Advisors
Louisiana
$621K – – –
TWP
1427
Total Wealth Planning
Ohio
$621K -$3.77K -40 -0.6%
Fisher Asset Management
1428
Fisher Asset Management
Washington
$616K +$71.9K +762 +13%
TCM
1429
TD Capital Management
Tennessee
$616K -$32.6K -346 -5%
BFA
1430
Bragg Financial Advisors
North Carolina
$615K – – –
FPB
1431
First PREMIER Bank
South Dakota
$615K -$472 -5 -0.1%
WWP
1432
Waypoint Wealth Partners
California
$612K +$612K +6,489 New
AIS
1433
American Investment Services
Massachusetts
$610K -$454K -4,815 -43%
I
1434
INVST
Indiana
$609K +$277K +2,931 +83%
JCM
1435
Janney Capital Management
Pennsylvania
$608K -$3.87K -41 -0.6%
LCC
1436
Lincoln Capital Corp
Rhode Island
$607K -$8.49K -90 -1%
FA
1437
Financial Advisors
Massachusetts
$606K – – –
HWA
1438
Hillcrest Wealth Advisors
New Jersey
$606K – – –
MSFS
1439
Main Street Financial Solutions
Pennsylvania
$604K -$17.3K -183 -3%
IP
1440
Ignite Planners
California
$604K -$1.01K -11 -0.2%
WOSD
1441
WFA of San Diego
California
$603K -$10.1K -107 -2%
BFA
1442
Buttonwood Financial Advisors
Maryland
$601K +$215K +2,277 +56%
FCM
1443
Firestone Capital Management
Florida
$598K +$7.55K +80 +1%
BLC
1444
Brown, Lisle/Cummings
Rhode Island
$597K – – –
VCM
1445
Vivaldi Capital Management
Illinois
$596K +$8.11K +86 +1%
CFS
1446
Commonwealth Financial Services
West Virginia
$595K +$595K +6,304 New
CM
1447
Columbus Macro
Pennsylvania
$594K -$16.3K -173 -3%
GFG
1448
Greystone Financial Group
Michigan
$594K -$267K -2,834 -31%
Renaissance Technologies
1449
Renaissance Technologies
New York
$594K +$594K +6,300 New
MWM
1450
MY Wealth Management
Maryland
$594K -$2.45K -26 -0.4%
56 57
58
59 60