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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
$3.03B
3
CWM
Circle Wealth Management
New Jersey
$200M
4
Citigroup
Citigroup
New York
$172M
5
Comerica Bank
Comerica Bank
Texas
$120M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$189M
2
MRC
Millburn Ridgefield Corp
New York
$200M
3
CCA
Catalyst Capital Advisors
New York
$200M
4
HI
Horizon Investments
North Carolina
$46.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1951
HHM Wealth Advisors
Tennessee
$121K -$43.2K -458 -26%
FAM
1952
Family Asset Management
South Carolina
$121K +$1.42K +15 +1%
GIP
1953
Granite Investment Partners
California
$120K – – –
GM
1954
GeoWealth Management
Illinois
$118K +$9.72K +103 +9%
TRCT
1955
Tower Research Capital (TRC)
New York
$113K +$113K +1,200 New
POIA
1956
Pin Oak Investment Advisors
Texas
$111K – – –
IHWM
1957
Iron Horse Wealth Management
Iowa
$109K +$109K +1,160 New
TSW
1958
Thompson Siegel & Walmsley
Virginia
$106K – – –
EK
1959
Evensky & Katz
Florida
$105K – – –
Kayne Anderson Rudnick Investment Management
1960
Kayne Anderson Rudnick Investment Management
California
$104K – – –
CIA
1961
Cape Investment Advisory
Georgia
$103K -$9.44K -100 -8%
BONH
1962
Bank of New Hampshire
New Hampshire
$103K -$3.68K -39 -3%
MFA
1963
Morling Financial Advisors
California
$103K – – –
SHIM
1964
Stone House Investment Management
Pennsylvania
$100K +$30K +318 +43%
GWANC
1965
Guardian Wealth Advisors (North Carolina)
North Carolina
$99.2K -$1.33K -14 -1%
AGWCA
1966
Annis Gardner Whiting Capital Advisors
Florida
$99.2K +$99.2K +1,049 New
GI
1967
Gradient Investments
Minnesota
$98K -$19.3K -205 -16%
DCM
1968
Disciplina Capital Management
Tennessee
$94.7K +$21.7K +230 +30%
KFP
1969
KB Financial Partners
New Jersey
$92K – – –
AP
1970
Atwood & Palmer
Missouri
$90.7K – – –
AIA
1971
Armor Investment Advisors
North Carolina
$87.3K -$1.51K -16 -2%
MBFW
1972
Morton Brown Family Wealth
Pennsylvania
$85.2K -$5.66K -60 -6%
MIM
1973
MTM Investment Management
South Carolina
$83.9K -$4.25K -45 -5%
WTA
1974
Washington Trust Advisors
Massachusetts
$81.7K -$18.9K -200 -19%
KFS
1975
Kelly Financial Services
Massachusetts
$80.9K +$34.6K +367 +75%
77 78
79
80 81