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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 %
CWS
1726
Confluence Wealth Services
Pennsylvania
$320K +$29.4K +312 +10%
PCM
1727
Poehling Capital Management
Wisconsin
$320K – – –
WMA
1728
West Michigan Advisors
Michigan
$319K +$13.2K +140 +4%
MAP
1729
Milestone Advisory Partners
North Carolina
$319K – – –
SFS
1730
Stiles Financial Services
Minnesota
$318K -$2.17K -23 -0.7%
JWS
1731
Juncture Wealth Strategies
Arizona
$317K -$1.29M -13,682 -80%
SEP
1732
Southland Equity Partners
Missouri
$315K -$27.3K -289 -8%
ACM
1733
AlphaStar Capital Management
North Carolina
$314K -$53.1K -563 -14%
PWMG
1734
Provence Wealth Management Group
California
$312K -$64.4K -683 -17%
ORC
1735
O'Rourke & Company
Massachusetts
$312K – – –
GWM
1736
Gray Wealth Management
Maine
$312K – – –
FAM
1737
Formidable Asset Management
Ohio
$312K -$29K -307 -8%
NB
1738
Nicolet Bankshares
Wisconsin
$307K +$9.34K +99 +3%
NP
1739
NorthRock Partners
Minnesota
$307K +$72.9K +773 +31%
PAWA
1740
Palo Alto Wealth Advisors
California
$307K -$14.4K -152 -4%
PCA
1741
Prosperity Capital Advisors
Ohio
$305K -$796K -8,436 -72%
BFG
1742
Beacon Financial Group
Texas
$303K – – –
HCM
1743
Hollencrest Capital Management
California
$303K – – –
PWM
1744
Paulson Wealth Management
Illinois
$301K -$2.26K -24 -0.7%
LCM
1745
Lazari Capital Management
California
$301K +$15.8K +168 +6%
WF
1746
WoodTrust Financial
Wisconsin
$300K +$300K +3,181 New
DP
1747
DDD Partners
Washington
$300K – – –
NCG
1748
Newport Capital Group
New Jersey
$299K -$10.4K -110 -3%
FP
1749
Financial Perspectives
Minnesota
$298K +$23.3K +247 +8%
NCM
1750
Northside Capital Management
Oregon
$297K -$94 -1 -0%
68 69
70
71 72