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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 %
CS
1676
Cannell & Spears
New York
$357K – – –
PFG
1677
Pinnacle Financial Group
Illinois
$356K – – –
SBWIC
1678
Schaper Benz & Wise Investment Counsel
Wisconsin
$355K – – –
RLWM
1679
RF&L Wealth Management
Massachusetts
$355K +$4.72K +50 +1%
KWS
1680
Keystone Wealth Services
California
$354K -$17.1K -181 -5%
AAP
1681
Arax Advisory Partners
Colorado
$354K – – –
PIA
1682
Powell Investment Advisors
Florida
$353K – – –
CA
1683
CGN Advisors
Kansas
$353K +$131K +1,394 +59%
CWP
1684
Concord Wealth Partners
Virginia
$353K +$117K +1,236 +49%
GIA
1685
Guyasuta Investment Advisors
Pennsylvania
$353K – – –
MA
1686
MONECO Advisors
Connecticut
$352K +$16.6K +176 +5%
IA
1687
Inspire Advisors
Idaho
$352K -$9.91K -105 -3%
RFWA
1688
RPg Family Wealth Advisory
Massachusetts
$351K -$6.45K -68 -2%
FA
1689
Fermata Advisors
California
$350K +$350K +3,709 New
CIAS
1690
CBIZ Investment Advisory Services
Ohio
$349K – – –
CWP
1691
Curated Wealth Partners
California
$348K – – –
FEG
1692
Fund Evaluation Group
Ohio
$347K -$79.3K -840 -19%
DBRC
1693
D.B. Root & Company
Pennsylvania
$347K -$9.81K -104 -3%
ST
1694
Sentinel Trust
Texas
$346K – – –
ACIM
1695
Azimuth Capital Investment Management
Michigan
$346K – – –
FM
1696
Foster & Motley
Ohio
$345K +$6.13K +65 +2%
AP
1697
Adero Partners
California
$344K – – –
KWM
1698
KFG Wealth Management
Indiana
$344K +$72.3K +766 +27%
HCA
1699
Horan Capital Advisors
Ohio
$343K – – –
IWP
1700
IAG Wealth Partners
Wisconsin
$340K -$31.2K -331 -8%
66 67
68
69 70