iShares Core S&P Small-Cap ETF
2,302 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 331 funds opening new positions, 962 increasing their positions, 799 reducing their positions, and 89 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
14% more funds holding in top 10
Funds holding in top 10: 324 → 369 (+45)
10% more funds holding
Funds holding: 2,096 → 2,302 (+206)
4.37% more ownership
Funds ownership: 68.33% → 72.7% (+4.4%)
Holders
2,302
Holding in Top 10
369
Calls
$86.8M
Puts
$26.9M
Top Buyers
| 1 | +$2.06B | |
| 2 | +$372M | |
| 3 | +$213M | |
| 4 |
JP Morgan Chase
New York
|
+$143M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$124M |
Top Sellers
| 1 | -$454M | |
| 2 | -$189M | |
| 3 | -$132M | |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$92.5M |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$91.5M |