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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
CCA
2
Catalyst Capital Advisors
New York
$200M
3
MRC
3
Millburn Ridgefield Corp
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 %
Jane Street
151
Jane Street
New York
$37.9M -$12.6M -133,240 -25%
CPSAC
152
Chas P. Smith & Associates (CPS)
Florida
$37.4M -$477K -5,053 -1%
NA
153
NewEdge Advisors
Louisiana
$37.2M +$850K +9,009 +2%
EH
154
Equitable Holdings
New York
$37M +$2.76M +29,272 +8%
CG
155
Colony Group
Massachusetts
$37M +$1.68M +17,790 +5%
VA
156
Valmark Advisers
Ohio
$36.7M -$759K -8,047 -2%
Allspring Global Investments
157
Allspring Global Investments
North Carolina
$36.6M -$381K -4,035 -1%
WP
158
WMS Partners
Maryland
$36.4M +$3.15M +33,426 +9%
CI
159
Conning Inc
Connecticut
$35.1M +$834K +8,838 +2%
PGFC
160
Peapack-Gladstone Financial Corp
New Jersey
$34.9M +$2.51M +26,656 +8%
MIA
161
MainStreet Investment Advisors
Illinois
$34.5M -$337K -3,569 -1%
WPA
162
West Paces Advisors
Georgia
$34.2M +$388K +4,114 +1%
R
163
Rebalance
California
$34.2M +$234K +2,477 +0.7%
CWM
164
Cahaba Wealth Management
Georgia
$33.7M +$1.05M +11,175 +3%
ACM
165
Arcataur Capital Management
Wisconsin
$33.5M +$127K +1,344 +0.4%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$32.6M -$861K -9,126 -3%
UBV
167
United Bank (Virginia)
Virginia
$32.4M -$893K -9,464 -3%
CCA
168
Conservest Capital Advisors
Pennsylvania
$32.4M +$949K +10,058 +3%
OCG
169
Opus Capital Group
Ohio
$32.4M -$136K -1,440 -0.4%
HS
170
Horan Securities
United States
$32.4M -$863K -9,146 -3%
ECG
171
Edge Capital Group
Georgia
$32M +$944K +10,004 +3%
SWM
172
Stockman Wealth Management
Montana
$31.4M +$3.27M +34,699 +12%
BCWM
173
Bartlett & Co Wealth Management
Ohio
$31.4M +$476K +5,024 +2%
BC
174
Bartlett & Co
Ohio
$31.4M +$476K +5,024 +2%
AFG
175
Albion Financial Group
Utah
$31.3M -$99.5K -1,055 -0.3%
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