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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 %
AFG
1451
Atomi Financial Group
New York
$593K +$593K +6,291 New
GSC
1452
Grey Street Capital
Illinois
$591K – – –
SIC
1453
Salem Investment Counselors
North Carolina
$588K -$37.1K -391 -6%
LMKC
1454
L.M. Kohn & Company
Ohio
$587K -$12.3K -130 -2%
TNB
1455
Thomasville National Bank
Georgia
$586K -$284K -3,010 -33%
MLL
1456
Moody Lynn & Lieberson
Massachusetts
$585K – – –
M
1457
MOTCO
Texas
$585K -$10.2K -108 -2%
MWM
1458
McNaughton Wealth Management
California
$584K -$12.4K -131 -2%
RF
1459
Rollins Financial
Georgia
$583K -$274K -2,902 -32%
OSAM
1460
O'Shaughnessy Asset Management
Connecticut
$582K +$203K +2,152 +53%
PTB
1461
Pioneer Trust Bank
Oregon
$582K – – –
STCOSD
1462
Sageworth Trust Company of South Dakota
South Dakota
$581K -$165K -1,746 -22%
WAL
1463
W Advisors LLC
Tennessee
$579K -$234K -2,478 -29%
HPM
1464
Hoxton Planning & Management
West Virginia
$575K -$20.9K -222 -4%
CWM
1465
C2C Wealth Management
Arizona
$574K – – –
ME
1466
McIlrath & Eck
Washington
$574K -$97.4K -1,032 -15%
PTC
1467
Philadelphia Trust Company
Pennsylvania
$573K – – –
BW
1468
BIP Wealth
Georgia
$572K +$91.6K +971 +19%
WWP
1469
WR Wealth Planners
Missouri
$571K -$660 -7 -0.1%
SFP
1470
Shepherd Financial Partners
Massachusetts
$568K +$16.5K +175 +3%
WFA
1471
Wells Financial Advisors
Massachusetts
$567K +$5.19K +55 +0.9%
NLG
1472
New Legacy Group
New York
$566K – – –
BBW
1473
Blue Barn Wealth
Utah
$565K -$14.3K -152 -2%
HVIA
1474
Hudson Valley Investment Advisors
New York
$564K -$11.1K -118 -2%
1WA
1475
180 Wealth Advisors
Washington
$564K +$4.53K +48 +0.8%
57 58
59
60 61