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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 %
TFO
476
Tarbox Family Office
California
$11.3M -$4.05M -37,402 -26%
PFM
477
Phillips Financial Management
Indiana
$11.2M -$158K -1,462 -1%
IWMA
478
Ironwood Wealth Management (Arizona)
Arizona
$11.2M +$1.67M +15,424 +18%
BA
479
Bristlecone Advisors
Washington
$11.2M +$30.5K +282 +0.3%
CWM
480
Cranbrook Wealth Management
Michigan
$11.1M +$110K +1,013 +1%
JFGIW
481
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.1M +$8.1M +74,800 +273%
CTC
482
Central Trust Company
Missouri
$11.1M -$194K -1,791 -2%
HWM
483
HB Wealth Management
Georgia
$11M -$324K -2,997 -3%
CWM
484
Curi Wealth Management
North Carolina
$11M +$316K +2,916 +3%
GCA
485
Greenwood Capital Associates
South Carolina
$11M +$152K +1,408 +1%
SLFPAM
486
St. Louis Financial Planners Asset Management
Missouri
$11M +$11M +101,185 New
FG
487
Fiduciary Group
Georgia
$10.9M +$881K +8,140 +9%
IWS
488
Insight Wealth Strategies
California
$10.9M -$236K -2,181 -2%
PI
489
Pachira Investments
California
$10.8M -$270K -2,495 -2%
BOH
490
Bank of Hawaii
Hawaii
$10.8M +$438K +4,045 +4%
EIA
491
Edgemoor Investment Advisors
Maryland
$10.8M -$16.9K -156 -0.2%
HF
492
Halpern Financial
Virginia
$10.8M -$3.14M -29,961 -22%
PFA
493
Pettinga Financial Advisors
Indiana
$10.8M -$14K -129 -0.1%
IAG
494
Investment Advisory Group
Massachusetts
$10.8M +$251K +2,323 +2%
ISB
495
Iowa State Bank
Iowa
$10.8M +$51.4K +475 +0.5%
MCC
496
Money Concepts Capital
Florida
$10.8M -$121K -1,116 -1%
OFG
497
Omega Financial Group
California
$10.8M +$867K +8,010 +9%
GBWM
498
Granite Bay Wealth Management
New Hampshire
$10.7M +$7.55M +72,036 +236%
EWA
499
EP Wealth Advisors
California
$10.7M -$534K -4,934 -5%
CCG
500
Cypress Capital Group
Florida
$10.7M +$5.07M +46,821 +90%
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