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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 %
CB
301
Community Bank
New York
$19M +$128K +1,185 +0.7%
CA
302
Cornerstone Advisory
Maryland
$19M -$2.17M -20,072 -10%
Mackenzie Financial
303
Mackenzie Financial
Ontario, Canada
$19M +$4.91M +45,340 +35%
PFP
304
Pinnacle Financial Partners
Tennessee
$18.9M -$114K -1,051 -0.6%
BPA
305
Beacon Pointe Advisors
California
$18.8M +$56.9K +526 +0.3%
OA
306
Operose Advisors
Wisconsin
$18.8M -$2.47M -22,815 -12%
WJA
307
Willis Johnson & Associates
Texas
$18.8M +$870K +8,033 +5%
ETS
308
ESL Trust Services
New York
$18.7M +$51.4K +475 +0.3%
ST
309
Smithfield Trust
Pennsylvania
$18.6M +$1.04M +9,584 +6%
IA
310
IFG Advisors
Missouri
$18.6M +$913K +8,436 +5%
PWMAG
311
Pinnacle Wealth Management Advisory Group
New Jersey
$18.5M -$473K -4,372 -2%
DWM
312
Dakota Wealth Management
Florida
$18.5M +$1.87M +17,241 +11%
RDFA
313
Ritter Daniher Financial Advisory
Ohio
$18.4M +$1.64M +15,186 +10%
FMWA
314
Forvis Mazars Wealth Advisors
Missouri
$18.3M -$635K -5,867 -3%
CAL
315
Capital Analysts LLC
Pennsylvania
$18.3M +$2.07M +19,155 +13%
FHA
316
First Horizon Advisors
Tennessee
$18.2M +$2.92K +27 +0%
RFP
317
Roth Financial Partners
Texas
$18.2M +$292K +2,699 +2%
CFP
318
Catalyst Financial Partners
Massachusetts
$18M +$2.48M +22,924 +16%
PG
319
Proffitt & Goodson
Tennessee
$17.8M -$979K -9,048 -5%
JA
320
JVL Associates
Michigan
$17.8M -$131K -1,207 -0.7%
TCM
321
Twele Capital Management
Minnesota
$17.7M -$1.58M -14,573 -8%
KWMG
322
King Wealth Management Group
Florida
$17.7M -$57.6K -532 -0.3%
LSIA
323
LaSalle St. Investment Advisors
Illinois
$17.7M -$459K -424 -3%
BFG
324
Bleakley Financial Group
New Jersey
$17.6M +$633K +5,852 +4%
KWA
325
Kellett Wealth Advisors
Ohio
$17.6M +$6.69M +61,796 +61%
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