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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 %
FFN
451
Focus Financial Network
Minnesota
$12M +$2.67M +24,709 +29%
CIM
452
CIM Investment Management
Pennsylvania
$12M +$85.1K +786 +0.7%
Mirae Asset Global Investments
453
Mirae Asset Global Investments
South Korea
$11.9M +$1.52M +14,000 +15%
SWM
454
Spire Wealth Management
Virginia
$11.9M -$1.68M -16,087 -12%
MBI
455
May Barnhard Investments
Maryland
$11.9M +$11.9M +109,712 New
NFG
456
Nations Financial Group
Iowa
$11.8M -$1.2M -11,130 -9%
P
457
&Partners
Tennessee
$11.8M -$3.59M -33,095 -23%
RIA
458
Regal Investment Advisors
Michigan
$11.8M +$235K +2,170 +2%
CSPIA
459
Cary Street Partners Investment Advisory
Virginia
$11.8M +$2.79M +25,750 +31%
FBT
460
First Bank & Trust
South Dakota
$11.7M -$84.9K -784 -0.7%
C
461
Certuity
Florida
$11.6M +$541K +5,002 +5%
AAS
462
Asset Allocation Strategies
Michigan
$11.6M +$1.49M +13,775 +15%
NPF
463
Norris Perne & French
Michigan
$11.6M +$166K +1,536 +1%
MM
464
Meridian Management
Arkansas
$11.6M +$11.4M +107,156 +4,884%
HI
465
Harbour Investments
Wisconsin
$11.6M +$1.26M +11,635 +12%
AI
466
Atria Investments
North Carolina
$11.5M +$3.23M +29,883 +39%
PCMC
467
Private Capital Management (Colorado)
Colorado
$11.5M -$519K -4,791 -4%
AF
468
Apexium Financial
Texas
$11.5M -$525K -4,846 -4%
PAM
469
Peninsula Asset Management
Florida
$11.5M +$214K +1,976 +2%
IAN
470
Integrated Advisors Network
Texas
$11.4M +$75.2K +695 +0.7%
BWM
471
Bulltick Wealth Management
Florida
$11.4M -$376K -3,470 -3%
HIG
472
Heritage Investment Group
Florida
$11.4M +$1.4M +12,900 +14%
PHAM
473
Palisades Hudson Asset Management
Florida
$11.4M +$17.1K +158 +0.2%
GSIS
474
Global Strategic Investment Solutions
Arizona
$11.3M -$83.2K -769 -0.7%
ECM
475
Evergreen Capital Management
Washington
$11.3M +$3.14M +29,037 +38%
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