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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 %
OHWP
576
Oak Harbor Wealth Partners
North Carolina
$8.17M -$120K -1,110 -1%
FTS
577
Fifth Third Securities
Ohio
$8.16M -$1.04M -9,614 -11%
EIP
578
Ellis Investment Partners
Pennsylvania
$8.11M +$74.6K +689 +0.9%
SFA
579
Souders Financial Advisors
Ohio
$8.11M +$318K +2,941 +4%
AF
580
Affiance Financial
Minnesota
$8.06M -$14.8M -136,912 -65%
DCM
581
Dimension Capital Management
Florida
$8.05M +$8.05M +74,345 New
OIS
582
Okabena Investment Services
Minnesota
$7.98M +$1.66M +15,308 +26%
BRM
583
Boston Research & Management
Massachusetts
$7.94M +$28.4K +262 +0.4%
HBT
584
Hills Bank & Trust
Iowa
$7.92M -$1.92M -17,763 -20%
KWM
585
Keebeck Wealth Management
Illinois
$7.87M -$30.2K -279 -0.4%
JSL
586
JT Stratford LLC
Georgia
$7.85M +$184K +1,697 +2%
PVAMC
587
PPS&V Asset Management Consultants
Michigan
$7.79M +$544K +5,023 +8%
CBB
588
Citizens Business Bank
California
$7.78M -$463K -4,273 -6%
CL
589
Choreo LLC
Illinois
$7.71M +$4.2M +38,761 +119%
JWCA
590
J.W. Cole Advisors
Florida
$7.71M +$2.67M +24,705 +53%
RIA
591
Richwood Investment Advisors
Ohio
$7.68M +$15.2K +140 +0.2%
TWA
592
Tandem Wealth Advisors
Arizona
$7.68M -$182K -1,677 -2%
MG
593
Mather Group
Illinois
$7.68M -$306K -2,829 -4%
KFP
594
KMG Fiduciary Partners
Ohio
$7.66M +$2.58M +23,842 +51%
CNBTD
595
Citizens National Bank Trust Department
Mississippi
$7.64M +$29.7K +274 +0.4%
CNB
596
Camden National Bank
Maine
$7.63M -$3.46K -32 -0%
EWA
597
Etesian Wealth Advisors
Oregon
$7.59M +$60.5K +551 +0.8%
NCM
598
Noesis Capital Mangement
Florida
$7.57M -$839K -7,749 -10%
HAC
599
Harbor Advisory Corp
New Hampshire
$7.54M -$202K -1,862 -3%
CSIC
600
Clifford Swan Investment Counsel
California
$7.54M +$519K +4,799 +7%
22 23
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