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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 %
OC
1801
Oarsman Capital
Wisconsin
$266K -$472 -5 -0.2%
KTA
1802
Keeley-Teton Advisors
Illinois
$263K -$249K -2,635 -49%
GHAM
1803
Gilman Hill Asset Management
Connecticut
$262K -$1.89K -20 -0.7%
GWSG
1804
GPS Wealth Strategies Group
Colorado
$262K +$283 +3 +0.1%
LAIC
1805
Lederer & Associates Investment Counsel
California
$262K – – –
HDIM
1806
Hanson & Doremus Investment Management
Vermont
$262K – – –
EFH
1807
Eaton Financial Holdings
Florida
$261K -$94 -1 -0%
BOM
1808
Bank of Marin
California
$261K – – –
KCM
1809
Kathmere Capital Management
Pennsylvania
$261K – – –
WRPWM
1810
Werba Rubin Papier Wealth Management
California
$261K – – –
FC
1811
Forte Capital
New York
$257K +$257K +2,723 New
ETIA
1812
Epic Trust Investment Advisors
Washington
$256K -$25.8K -274 -9%
AIP
1813
ARS Investment Partners
New York
$255K – – –
ACI
1814
Alpha Cubed Investments
California
$254K +$9.91K +105 +4%
MHR
1815
Matthew Hamilton Rosenberg
$253K -$145K -1,537 -36%
PA
1816
Parkside Advisors
California
$253K – – –
MFG
1817
Midwest Financial Group
Kansas
$252K +$12.5K +133 +5%
BWM
1818
BCGM Wealth Management
Indiana
$252K +$2.74K +29 +1%
AWM
1819
Aries Wealth Management
Maine
$250K – – –
BAMG
1820
Brand Asset Management Group
Missouri
$248K -$472 -5 -0.2%
FPCG
1821
Fort Pitt Capital Group
Pennsylvania
$247K +$27.1K +287 +12%
SGWM
1822
Sterling Group Wealth Management
California
$245K -$1.89K -20 -0.8%
AWA
1823
Acorn Wealth Advisors
Michigan
$245K +$1.23K +13 +0.5%
CWM
1824
Capital Wealth Management
Rhode Island
$245K – – –
VPP
1825
Vertex Planning Partners
Illinois
$245K -$74.1K -786 -23%
71 72
73
74 75