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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 %
WSTAM
426
Wilbanks Smith & Thomas Asset Management
Virginia
$12.8M +$181K +1,670 +1%
TFA
427
Transamerica Financial Advisors
Florida
$12.8M -$923K -8,527 -7%
MWM
428
MTC Wealth Management
Florida
$12.8M -$99.3K -917 -0.8%
MFC
429
Morris Financial Concepts
South Carolina
$12.7M +$1.18M +10,885 +10%
SAMT
430
Select Asset Management & Trust
Pennsylvania
$12.7M +$1.8M +16,631 +17%
VBFG
431
Vishria Bird Financial Group
Tennessee
$12.6M -$59.3K -548 -0.5%
LWANC
432
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.6M +$843K +7,792 +7%
NCM
433
Neumann Capital Management
California
$12.6M +$199K +1,836 +2%
FCA
434
FinTrust Capital Advisors
South Carolina
$12.4M +$571K +5,278 +5%
VFPI
435
Vantage Financial Partners (Illinois)
Illinois
$12.4M +$8.79M +81,209 +242%
PSCM
436
Per Stirling Capital Management
Texas
$12.4M +$650K +6,005 +6%
NYLIM
437
New York Life Investment Management
New York
$12.4M -$13.4M -124,035 -52%
B
438
Bailard
California
$12.4M -$156K -1,444 -1%
CA
439
Centerpoint Advisors
Massachusetts
$12.3M +$456K +4,214 +4%
JWBC
440
John W. Brooker & Co
California
$12.2M -$245K -2,263 -2%
GFS
441
GYL Financial Synergies
Connecticut
$12.2M +$10.4M +96,125 +577%
FF
442
Francis Financial
$12.2M +$416K +3,839 +4%
LC
443
LTG Capital
Massachusetts
$12.2M -$86.6K -803 -0.7%
SFP
444
Strategic Financial Partners
Oregon
$12.1M +$2.85M +26,361 +31%
AAS
445
Ameritas Advisory Services
Nebraska
$12.1M -$2.65M -24,508 -18%
Barclays
446
Barclays
United Kingdom
$12.1M +$9.41M +86,921 +353%
EWM
447
Evermay Wealth Management
Virginia
$12.1M -$447K -4,127 -4%
BFWA
448
Benchmark Financial Wealth Advisors
Florida
$12.1M -$40.4K -373 -0.3%
LPAM
449
Lodestar Private Asset Management
California
$12M +$1.4M +12,977 +13%
CAG
450
Crestwood Advisors Group
Massachusetts
$12M -$447K -4,130 -4%
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