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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 %
CSWG
1851
Cardinal Strategic Wealth Guidance
Kentucky
$230K – – –
BWP
1852
Bernardo Wealth Planning
Pennsylvania
$229K +$17.8K +189 +8%
CWP
1853
Corepath Wealth Partners
Arizona
$228K -$6.11K -67 -3%
FRA
1854
Frank Rimerman Advisors
California
$228K – – –
SCM
1855
Schnieders Capital Management
California
$227K – – –
NHC
1856
Nicholas Hoffman & Company
Georgia
$227K +$1.13K +12 +0.5%
GC
1857
Gratus Capital
Georgia
$227K -$17K -180 -7%
Toronto Dominion Bank
1858
Toronto Dominion Bank
Ontario, Canada
$226K -$4.81K -51 -2%
PIM
1859
Progressive Investment Management
Oregon
$226K – – –
CK
1860
Cohen Klingenstein
New York
$226K – – –
SWMP
1861
Signature Wealth Management Partners
New Jersey
$225K -$10.8K -115 -5%
ICM
1862
Islay Capital Management
Texas
$225K +$11.9K +126 +6%
MCA
1863
Maryland Capital Advisors
Maryland
$224K – – –
TFA
1864
Tranquilli Financial Advisor
New Jersey
$223K -$601K -6,371 -73%
AAM
1865
Augustine Asset Management
Florida
$223K -$1.7K -18 -0.8%
CSB
1866
City State Bank
Iowa
$222K -$1.7K -18 -0.8%
CIS
1867
Connors Investor Services
Pennsylvania
$222K – – –
JWM
1868
JGP Wealth Management
Oregon
$222K +$18K +191 +9%
AWM
1869
Aberdeen Wealth Management
Illinois
$220K – – –
MPI
1870
Mairs & Power Inc
Minnesota
$220K +$220K +2,330 New
CBTWT
1871
Community Bank & Trust (Waco, Texas)
Texas
$219K +$6.1K +70 +3%
LWM
1872
Laidlaw Wealth Management
New York
$219K -$115K -1,217 -34%
IAG
1873
Investmark Advisory Group
Connecticut
$219K -$3.77K -40 -2%
BIP
1874
Blueprint Investment Partners
North Carolina
$218K -$27.4K -290 -11%
SWM
1875
Sugarloaf Wealth Management
Georgia
$218K +$3.11K +33 +1%
73 74
75
76 77