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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,299 hedge funds and large institutions have $56B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 961 increasing their positions, 798 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,299
Holders Change
+205
Holders Change %
+9.79%
% of All Funds
33.7%
Holding in Top 10
369
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.89%
% of All Funds
5.41%
New
330
Increased
961
Reduced
798
Closed
89
Calls
$86.8M
Puts
$26.9M
Net Calls
+$59.9M
Net Calls Change
+$43.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.06B
2
Goldman Sachs
Goldman Sachs
New York
+$372M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$143M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$124M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$454M
2
HNB
Huntington National Bank
Ohio
-$189M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$132M
4
UCFA
United Capital Financial Advisors
Texas
-$92.5M
5
AAS
Annex Advisory Services
Wisconsin
-$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
276
Rehmann Capital Advisory Group
Michigan
$21.4M +$872K +8,053 +4%
PAI
277
Pittenger & Anderson Inc
Nebraska
$21.1M +$1.21M +11,142 +6%
BWM
278
Baron Wealth Management
Michigan
$21M +$2.07M +19,124 +11%
MSA
279
Mason Street Advisors
Wisconsin
$20.9M -$920K -8,500 -4%
CWA
280
CJM Wealth Advisers
Virginia
$20.8M -$556K -5,133 -3%
VFPW
281
Vantage Financial Partners (Wisconsin)
Wisconsin
$20.8M +$1.17M +10,771 +6%
TI
282
Tidal Investments
Wisconsin
$20.7M +$20.7M +191,601 New
RRA
283
Round Rock Advisors
Connecticut
$20.7M -$48.6K -449 -0.2%
EWM
284
Executive Wealth Management
Michigan
$20.7M +$880K +8,127 +4%
TGAM
285
TBH Global Asset Management
Tennessee
$20.5M -$2.93M -27,055 -13%
SMC
286
Smith, Moore & Co
Missouri
$20.4M -$2.68M -24,921 -12%
AWM
287
Apollon Wealth Management
South Carolina
$20.3M +$3.43M +31,719 +20%
CS
288
Credit Suisse
Switzerland
$20.2M +$105K +968 +0.5%
LFS
289
Lutz Financial Services
Nebraska
$20.1M +$1.47M +13,594 +8%
AWA
290
Alaska Wealth Advisors
Alaska
$20.1M +$67.1K +620 +0.3%
IWC
291
Integrated Wealth Concepts
Massachusetts
$20M +$1.08M +9,940 +6%
HTIM
292
Harbour Trust & Investment Management
Indiana
$19.9M +$19.9M +184,050 New
CA
293
Cumberland Advisors
Florida
$19.9M +$1.95M +18,059 +11%
CPG
294
Cornerstone Planning Group
New Jersey
$19.7M +$1.91M +17,671 +11%
BOS
295
Bank of Stockton
California
$19.7M -$591K -5,661 -3%
CGA
296
Crescent Grove Advisors
Illinois
$19.5M +$2.41M +22,281 +14%
YIA
297
YHB Investment Advisors
Connecticut
$19.3M +$295K +2,726 +2%
PP
298
Pegasus Partners
Wisconsin
$19.3M -$448K -4,139 -2%
BHIA
299
Birch Hill Investment Advisors
Massachusetts
$19.1M +$3.92M +36,182 +26%
T
300
TrueFG
Texas
$19.1M -$452K -4,179 -2%
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