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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
MRC
2
Millburn Ridgefield Corp
New York
$200M
3
CCA
3
Catalyst Capital Advisors
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 %
Lazard Asset Management
176
Lazard Asset Management
New York
$31.2M -$819K -8,685 -3%
LSERS
177
Louisiana State Employees Retirement System
Louisiana
$30.7M – – –
EC
178
Estate Counselors
Wisconsin
$30.5M -$653K -6,920 -2%
RJT
179
Raymond James Trust
Florida
$30.5M +$5.61M +59,512 +23%
ERWM
180
Elk River Wealth Management
Colorado
$30.5M +$1.12M +11,832 +4%
CA
181
Cetera Advisors
Colorado
$30.2M +$582K +6,175 +2%
SWPG
182
Strategic Wealth Partners Group
Illinois
$30M +$565K +5,960 +2%
JWA
183
JFS Wealth Advisors
Pennsylvania
$29.9M -$1.06M -11,191 -3%
PIMJS
184
PKO Investment Management Joint-Stock
Poland
$29.8M -$12.3M -129,908 -29%
RWM
185
RKL Wealth Management
Pennsylvania
$29.8M -$374K -3,970 -1%
FMC
186
First Merchants Corp
Indiana
$29.6M +$805K +8,537 +3%
AIA
187
Ally Invest Advisors
North Carolina
$29.3M +$407K +4,311 +1%
Fiera Capital (Canada)
188
Fiera Capital (Canada)
Quebec, Canada
$29.3M -$492K -5,217 -2%
GLLW
189
Graves Light Lenhart Wealth
Virginia
$28.5M +$807K +8,761 +3%
GBT
190
Grove Bank & Trust
Florida
$28.3M +$377K +3,997 +1%
AWM
191
Axxcess Wealth Management
California
$28.2M +$27.4M +290,820 +3,429%
PA
192
Planning Alternatives
Michigan
$28.1M -$181K -1,918 -0.6%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$28M -$5.17M -54,833 -16%
NA
194
Nottingham Advisors
New York
$27.9M -$81K -943 -0.3%
CAAS
195
Capital Asset Advisory Services
Michigan
$27.6M +$2.02M +21,427 +8%
MLFP
196
MPS Loria Financial Planners
Illinois
$27.5M +$1.03M +10,880 +4%
BP
197
Ballentine Partners
Massachusetts
$27.5M +$157K +1,668 +0.6%
CCWA
198
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.2M +$30.5K +323 +0.1%
Brown Advisory
199
Brown Advisory
Maryland
$26.8M -$2.84M -30,110 -10%
COPPSERS
200
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$26.7M +$5.87M +62,229 +28%
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