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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 %
CCM
2076
Chilton Capital Management
Texas
$6.13K – – –
DF
2077
DecisionPoint Financial
Arizona
$5.38K – – –
DAM
2078
Delta Asset Management
Tennessee
$5.19K – – –
CSC
2079
Caldwell Sutter Capital
California
$4.91K – – –
SL
2080
Savior LLC
Massachusetts
$4.73K – – –
CAS
2081
Coppell Advisory Solutions
Texas
$4.64K -$214K -2,264 -98%
RTL
2082
Red Tortoise LLC
Georgia
$3.77K – – –
IF
2083
Integrity Financial
Wyoming
$3.77K – – –
TVWM
2084
Tower View Wealth Management
Wisconsin
$3K – – –
AWM
2085
AllSquare Wealth Management
New York
$2.92K – – –
C
2086
Covestor
United Kingdom
$2K -$111 -1 -5%
EA
2087
Evolution Advisers
Virginia
$2K – – –
SFG
2088
Steward Financial Group
Texas
$2K +$2K +25 New
HI
2089
Hoey Investments
Pennsylvania
$1.98K – – –
IBOK
2090
Independence Bank of Kentucky
Kentucky
$1.89K – – –
CWA
2091
Carolina Wealth Advisors
South Carolina
$1.7K +$1.7K +18 New
GG
2092
Gleason Group
Kentucky
$1.68K – – –
EAM
2093
Eukles Asset Management
Ohio
$1.51K – – –
TCM
2094
Tradewinds Capital Management
Washington
$1.04K +$1.04K +11 New
CI
2095
Cordant Inc
Oregon
$944 +$944 +10 New
CIM
2096
Contravisory Investment Management
Massachusetts
$943 +$943 +10 New
FWA
2097
FSC Wealth Advisors
New York
$849 +$849 +9 New
NL
2098
NVWM LLC
Pennsylvania
$765 -$13.3K -133 Closed
Fuller & Thaler Asset Management
2099
Fuller & Thaler Asset Management
California
$5 – – –
V
2100
Veritable
Delaware
– -$110M -1,099,823 Closed
82 83
84
85 86