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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 %
KFP
501
Keener Financial Planning
Texas
$10.7M +$10.7M +98,746 New
CWM
502
Congress Wealth Management
Massachusetts
$10.6M +$2.51M +23,167 +31%
IF
503
Ironwood Financial
Arizona
$10.6M +$242K +2,240 +2%
PRA
504
Pine Ridge Advisers
New York
$10.5M +$1.93M +17,855 +23%
SPC
505
Sigma Planning Corp
Michigan
$10.5M -$12.2M -112,988 -54%
BWM
506
Boyd Wealth Management
California
$10.3M +$2.74M +25,273 +36%
STA
507
Summit Trail Advisors
New York
$10.3M -$2.06K -19 -0%
SDAM
508
Shulman DeMeo Asset Management
New York
$10.3M +$102K +946 +1%
BAM
509
Belpointe Asset Management
Nevada
$10.3M +$8.37M +77,351 +441%
CPC
510
Consolidated Planning Corp
Georgia
$10.2M +$1.45M +13,375 +17%
NC
511
NewSquare Capital
Pennsylvania
$10.2M -$10.5M -100,521 -51%
NW
512
NewEdge Wealth
Pennsylvania
$10.2M +$39.3K +363 +0.4%
RWPA
513
Richard W. Paul & Associates
Michigan
$10.1M +$1.66M +15,312 +20%
TWP
514
TFO Wealth Partners
Ohio
$10.1M -$156K -1,439 -2%
AGA
515
Arkos Global Advisors
Texas
$10.1M +$3.66M +33,830 +57%
CC
516
Courier Capital
New York
$10.1M +$4.26M +39,338 +73%
TA
517
Townsend & Associates
Colorado
$10.1M +$122K +1,159 +1%
CWA
518
Consilio Wealth Advisors
Washington
$10.1M -$1.49M -13,721 -13%
LRWA
519
Long Run Wealth Advisors
New York
$9.94M +$544K +5,029 +6%
PFS
520
Prospera Financial Services
Texas
$9.86M +$950K +8,772 +11%
VP
521
Verum Partners
North Carolina
$9.82M -$386K -3,564 -4%
LS
522
Liquid Strategies
Georgia
$9.81M +$861K +7,951 +10%
BWG
523
Balanced Wealth Group
Ohio
$9.69M +$9.69M +89,540 New
CG
524
CFO4Life Group
Texas
$9.69M +$105K +969 +1%
NPT
525
Nixon Peabody Trust
Massachusetts
$9.6M +$9.03M +83,451 +1,584%
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