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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 %
AFS
376
Aft Forsyth & Sober
Florida
$15.3M – – –
MHS
377
M Holdings Securities
Oregon
$15.2M +$148K +1,368 +1%
TCM
378
Towercrest Capital Management
Pennsylvania
$15.2M +$897K +8,284 +6%
VCP
379
Verus Capital Partners
Arizona
$15.1M -$89.6K -828 -0.6%
IWMWV
380
Ironwood Wealth Management (West Virginia)
West Virginia
$15.1M +$870K +8,321 +6%
GC
381
Grimes & Company
Massachusetts
$14.9M +$1.08M +9,970 +8%
OCM
382
One Capital Management
California
$14.9M +$4.18M +38,596 +39%
LGA
383
Lebenthal Global Advisors
New York
$14.9M +$4.93M +45,552 +50%
CW
384
Connectus Wealth
Ohio
$14.8M -$3.9M -35,999 -21%
MCWS
385
McKinley Carter Wealth Services
West Virginia
$14.8M -$13M -119,813 -47%
NL
386
Navalign LLC
California
$14.8M +$1.39M +12,809 +10%
BNP Paribas Financial Markets
387
BNP Paribas Financial Markets
France
$14.7M -$465K -4,291 -3%
SL
388
Salomon & Ludwin
Virginia
$14.6M – – –
HR
389
Hardy Reed
Mississippi
$14.6M +$234K +2,160 +2%
COPPSERS
390
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.5M -$16.1M -148,471 -53%
PWM
391
Perigon Wealth Management
California
$14.5M +$2.07M +19,080 +17%
SFWA
392
Summit Financial Wealth Advisors
Louisiana
$14.5M +$607K +5,610 +4%
YCM
393
Yousif Capital Management
Michigan
$14.4M -$8.2M -75,705 -36%
FFA
394
Farther Finance Advisors
California
$14.3M +$11.5M +106,260 +409%
KPWG
395
KFA Private Wealth Group
Virginia
$14.3M +$419K +3,872 +3%
TCOV
396
Trust Company of Vermont
Vermont
$14.1M -$1.17M -10,824 -8%
MSA
397
Marino Stram & Associates
Massachusetts
$14M +$7.25K +67 +0.1%
CCM
398
Cambridge Capital Management
Illinois
$13.9M +$13.9M +128,828 New
CIA
399
Concurrent Investment Advisors
Florida
$13.8M +$13.8M +127,862 New
LFS
400
Legacy Financial Strategies
Kansas
$13.8M +$759K +7,011 +6%
14 15
16
17 18