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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 %
FFA
201
Fi3 Financial Advisors
Indiana
$26.7M +$1.07M +11,325 +4%
MA
202
MCF Advisors
Kentucky
$26.6M +$119K +1,259 +0.4%
HWA
203
HCR Wealth Advisors
California
$26.4M -$888K -9,408 -3%
SW
204
SVB Wealth
Massachusetts
$26.2M -$2.72M -28,817 -9%
HCA
205
Heck Capital Advisors
Wisconsin
$25.8M +$2.33M +24,704 +10%
CIA
206
Capital Investment Advisors
Georgia
$25.6M +$25.6M +271,251 New
AF
207
Ally Financial
Michigan
$25.6M +$943K +10,000 +4%
GL
208
Graypoint LLC
New York
$25.6M +$1.78M +18,904 +7%
MFG
209
Magnus Financial Group
New York
$25.4M -$50.8K -539 -0.2%
HI
210
Hudock Inc
Pennsylvania
$25.3M +$571K +6,053 +2%
CAI
211
Capital Advisors Inc
Oklahoma
$25.3M -$11M -117,102 -30%
DADC
212
D.A. Davidson & Co
Montana
$25.1M +$580K +6,151 +2%
HL
213
HeadInvest LLC
Maine
$24.9M +$58.3K +627 +0.2%
WAM
214
Wallington Asset Management
Indiana
$24.8M +$286K +3,034 +1%
PA
215
Pinnacle Associates
New York
$24.7M -$1.01M -10,740 -4%
BFPW
216
BOK Financial Private Wealth
Colorado
$24.6M +$574K +6,060 +2%
MERSOM
217
Municipal Employees' Retirement System of Michigan
Michigan
$24.3M – – –
WTC
218
WhitTier Trust Company
Nevada
$24.2M +$471K +4,998 +2%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$24.2M -$513K -5,436 -2%
RFA
220
RTD Financial Advisors
Pennsylvania
$24.1M -$103K -1,090 -0.4%
QCG
221
Quadrant Capital Group
Ohio
$24M +$713K +7,561 +3%
SIC
222
Shoker Investment Counsel
Ohio
$23.4M +$211K +2,242 +0.9%
JIC
223
Johnson Investment Counsel
Ohio
$23.3M +$1.05M +11,085 +5%
LF
224
Lee Financial
Texas
$22.8M +$545K +5,760 +2%
CTA
225
Chesley Taft & Associates
Illinois
$22.8M +$24.8K +263 +0.1%
7 8
9
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