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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 %
LCWP
401
Legacy Capital Wealth Partners
Arkansas
$13.8M -$354K -3,268 -3%
Principal Financial Group
402
Principal Financial Group
Iowa
$13.8M +$27.1K +250 +0.2%
AllianceBernstein
403
AllianceBernstein
Tennessee
$13.7M +$680K +6,284 +5%
VCM
404
Verde Capital Management
Michigan
$13.7M -$432K -3,992 -3%
ECM
405
Exchange Capital Management
Michigan
$13.7M -$30.7K -284 -0.2%
EIG
406
Ellenbecker Investment Group
Wisconsin
$13.7M -$115K -1,059 -0.8%
CFGS
407
Concourse Financial Group Securities
Alabama
$13.7M -$341K -3,149 -2%
KLI
408
Kelman-Lazarov Inc
Tennessee
$13.6M -$13K -120 -0.1%
DWA
409
Divergent Wealth Advisors
Utah
$13.5M +$149K +1,380 +1%
GIA
410
Gladstone Institutional Advisory
Florida
$13.5M +$369K +3,412 +3%
FWM
411
FFT Wealth Management
Pennsylvania
$13.5M +$1.28M +11,806 +10%
CPIG
412
Chicago Partners Investment Group
Illinois
$13.5M +$921K +8,762 +7%
SWA
413
Sax Wealth Advisors
New Jersey
$13.4M +$209K +1,929 +2%
LF
414
Lee Financial
Texas
$13.4M -$12.7M -117,771 -49%
HFRG
415
Houlihan Financial Resource Group
Virginia
$13.3M +$295K +2,728 +2%
NFC
416
Northeast Financial Consultants
Connecticut
$13.3M +$1.78M +16,423 +15%
HI
417
Human Investing
Oregon
$13.3M +$134K +1,242 +1%
HCP
418
Holt Capital Partners
Texas
$13.2M +$267K +2,466 +2%
BFM
419
Boston Financial Management
Massachusetts
$13.2M -$129K -1,193 -1%
EWA
420
Encompass Wealth Advisors
Oregon
$13.2M +$527K +4,872 +4%
GPA
421
Guidance Point Advisors
Massachusetts
$13.1M -$627K -5,787 -5%
BWIA
422
Bryant Woods Investment Advisors
New York
$13M -$2.04M -18,886 -14%
JFA
423
JNBA Financial Advisors
Minnesota
$13M -$374K -3,453 -3%
BIA
424
Bell Investment Advisors
California
$12.9M -$1.23M -11,318 -9%
CWA
425
Core Wealth Advisors
Florida
$12.9M +$385K +3,555 +3%
15 16
17
18 19