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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 %
CCA
1576
Cobblestone Capital Advisors
New York
$450K -$23.8K -252 -5%
NWMG
1577
National Wealth Management Group
Ohio
$450K -$805K -8,533 -64%
PCS
1578
Personal CFO Solutions
New Jersey
$449K -$79.3K -840 -15%
PWM
1579
Palumbo Wealth Management
New York
$446K -$627K -6,650 -58%
HIP
1580
HUB Investment Partners
Texas
$445K -$6.7K -71 -1%
FI
1581
Financial Insights
Washington
$445K -$11.7K -132 -3%
AP
1582
Appleton Partners
Massachusetts
$443K +$13.7K +145 +3%
NIC
1583
Northwest Investment Counselors
Oregon
$443K +$32K +339 +8%
GI
1584
GS Investments
Minnesota
$443K -$4.72K -50 -1%
NB
1585
NBT Bank
New York
$441K -$39.5K -419 -8%
PT
1586
Plimoth Trust
Massachusetts
$441K +$118K +1,253 +37%
NSIM
1587
North Star Investment Management
Illinois
$438K -$30.7K -325 -7%
PA
1588
Paragon Advisors
Texas
$438K -$2.7M -28,701 -86%
WP
1589
Wealthspan Partners
Iowa
$437K -$208K -2,204 -32%
BCM
1590
BTC Capital Management
Iowa
$436K – – –
LFRG
1591
Lazard Frères Gestion
France
$436K +$436K +4,602 New
TC
1592
Truvestments Capital
Florida
$435K +$37.7K +400 +10%
ARIS
1593
Advanced Research Investment Solutions
California
$434K -$146K -1,539 -25%
T. Rowe Price Associates
1594
T. Rowe Price Associates
Maryland
$433K – – –
PFBT
1595
Parkside Financial Bank & Trust
Missouri
$431K +$33.9K +359 +9%
CTWM
1596
Cherry Tree Wealth Management
Minnesota
$430K -$3.87K -41 -0.9%
FAG
1597
Fortitude Advisory Group
Washington
$429K -$25.5K -270 -6%
APWA
1598
Atlas Private Wealth Advisors
New Jersey
$428K -$4.43K -47 -1%
HFA
1599
High Falls Advisors
New York
$428K -$43.8K -464 -9%
BI
1600
Ballast Inc
Kentucky
$428K -$16.6K -176 -4%
62 63
64
65 66