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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
1
Balyasny Asset Management
Illinois
$227M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.03B
3
CWM
3
Circle Wealth Management
New Jersey
$200M
4
Citigroup
4
Citigroup
New York
$172M
5
Comerica Bank
5
Comerica Bank
Texas
$120M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$189M
2
MRC
2
Millburn Ridgefield Corp
New York
$200M
3
CCA
3
Catalyst Capital Advisors
New York
$200M
4
HI
4
Horizon Investments
North Carolina
$46.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
126
First Interstate Bank
Montana
$44.8M -$1.32M -14,034 -3%
TC
127
Telemus Capital
Michigan
$44.7M +$1.58M +16,752 +4%
BCM
128
Becker Capital Management
Oregon
$44.6M +$1.14M +11,985 +3%
APCM
129
Alaska Permanent Capital Management
Alaska
$44.4M +$833K +8,837 +2%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$44.3M +$2.38M +25,220 +6%
BF
131
BOK Financial
Oklahoma
$44.2M -$220K -2,480 -0.5%
Bank of Nova Scotia
132
Bank of Nova Scotia
Ontario, Canada
$44.1M -$36.9K -391 -0.1%
KA
133
Klingman & Associates
New York
$43.7M +$2.44M +25,874 +6%
PAG
134
Private Advisor Group
New Jersey
$43.6M +$391K +4,144 +0.9%
VC
135
Vicus Capital
Pennsylvania
$42.8M -$732K -7,762 -2%
VFA
136
Voya Financial Advisors
Connecticut
$42.8M +$19.2M +202,247 +81%
FT
137
Fiduciary Trust
Massachusetts
$41.9M +$1.17M +12,428 +3%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$40.7M -$745K -7,895 -2%
LSAG
139
Lake Street Advisors Group
New Hampshire
$40.6M -$1.52M -16,093 -4%
NQWM
140
Northwest Quadrant Wealth Management
Oregon
$40.2M +$853K +9,043 +2%
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$40M +$40M +424,185 New
SFG
142
Sage Financial Group
Pennsylvania
$40M +$1.64M +17,377 +4%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$40M -$9.94M -105,421 -20%
WA
144
Wealth Architects
California
$39.9M +$817K +8,656 +2%
AWS
145
Atria Wealth Solutions
New York
$39.9M +$2.89M +30,578 +8%
FLPIM
146
F.L. Putnam Investment Management
Massachusetts
$39.5M +$1.69M +17,923 +4%
BSB
147
Bangor Savings Bank
Maine
$39.2M +$333K +3,533 +0.9%
LWMT
148
Legacy Wealth Management (Tennessee)
Tennessee
$38.9M +$630K +6,676 +2%
GW
149
GW & Wade
Massachusetts
$38.2M -$24.9K -264 -0.1%
MWM
150
Mission Wealth Management
California
$37.9M -$44.4K -471 -0.1%
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6
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