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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 %
EFG
326
Embree Financial Group
Illinois
$17.6M +$17.6M +162,658 New
FHC
327
Fort Henry Capital
West Virginia
$17.5M +$172K +1,593 +1%
Legal & General Group
328
Legal & General Group
United Kingdom
$17.4M +$1.14M +10,535 +7%
EA
329
Evergreen Advisors
Tennessee
$17.4M +$367K +3,388 +2%
WWM
330
Waterway Wealth Management
Texas
$17.4M +$17.4M +160,718 New
LNC
331
Lincoln National Corp
Pennsylvania
$17.4M +$5.76M +53,249 +50%
DAS
332
Dynamic Advisor Solutions
Arizona
$17.4M +$1.7M +16,277 +11%
LBC
333
Lowe Brockenbrough & Co
Virginia
$17.1M +$1.73M +15,987 +11%
RWB
334
RMR Wealth Builders
New Jersey
$17M +$1.98M +18,324 +13%
EW
335
Enzi Wealth
Texas
$16.9M -$936K -8,996 -5%
SB
336
Sunflower Bank
Texas
$16.9M +$1.08M +9,964 +7%
BSSFA
337
Baron Silver Stevens Financial Advisors
Florida
$16.9M -$719K -6,643 -4%
FNBT
338
FineMark National Bank & Trust
Florida
$16.8M -$2.1M -19,410 -11%
FFW
339
Fusion Family Wealth
New York
$16.8M +$9.48M +87,564 +129%
GGS
340
Galvin Gaustad & Stein
Arizona
$16.7M -$430K -3,970 -3%
CFA
341
CWS Financial Advisors
Michigan
$16.7M +$1.36M +12,532 +9%
TCA
342
Trifecta Capital Advisors
Illinois
$16.7M +$1.26M +11,651 +8%
PMG
343
ProVise Management Group
Florida
$16.6M +$37K +342 +0.2%
PWM
344
Proathlete Wealth Management
Florida
$16.4M +$16.4M +151,899 New
CRC
345
Curi RMB Capital
Illinois
$16.4M +$678K +6,267 +4%
CFG
346
Compton Financial Group
Maryland
$16.3M +$888K +8,204 +6%
LA
347
Legacy Advisors
Pennsylvania
$16.3M +$524K +4,845 +3%
NEPPG
348
New England Professional Planning Group
Rhode Island
$16.3M -$137K -1,269 -0.8%
XF
349
XML Financial
Maryland
$16.3M +$3.39M +31,298 +26%
S
350
Syntrinsic
Colorado
$16.2M -$8.05M -74,399 -33%
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