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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 %
CFA
601
Cahill Financial Advisors
Minnesota
$7.48M +$359K +3,318 +5%
FA
602
FDx Advisors
Illinois
$7.45M +$1.74M +16,090 +31%
KWM
603
Kingsview Wealth Management
Oregon
$7.42M +$193K +1,782 +3%
BFO
604
Boston Family Office
Massachusetts
$7.39M +$25.4K +235 +0.3%
TC
605
Trilogy Capital
California
$7.33M +$1.13M +10,419 +18%
FSA
606
Financial Services Advisory
Maryland
$7.27M +$7.27M +67,190 New
SFG
607
Summit Financial Group
West Virginia
$7.26M +$4.55K +42 +0.1%
PA
608
Parallel Advisors
California
$7.25M -$37.6K -347 -0.5%
FAIM
609
Financial Advocates Investment Management
Washington
$7.23M -$428K -3,913 -6%
PFA
610
Pathway Financial Advisors
Vermont
$7.23M +$376K +3,477 +5%
WPIC
611
White Pine Investment Company
Michigan
$7.23M +$78.9K +729 +1%
MF
612
Meridian Financial
Massachusetts
$7.2M +$136K +1,256 +2%
MWM
613
Magnolia Wealth Management
Alabama
$7.2M +$493K +4,558 +7%
AFG
614
ABLE Financial Group
Arizona
$7.19M +$204K +1,889 +3%
SDWMA
615
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.15M -$80.9K -747 -1%
WS
616
Wela Strategies
Georgia
$7.11M +$50.4K +466 +0.7%
SIM
617
Stratos Investment Management
Ohio
$7.11M +$1.36M +12,526 +24%
TCM
618
Traynor Capital Management
Pennsylvania
$7.07M -$997K -9,207 -12%
SIA
619
Soltis Investment Advisors
Utah
$7.07M +$59.8K +552 +0.9%
HSA
620
HBK Sorce Advisory
Pennsylvania
$7.06M -$642K -5,933 -8%
CA
621
CoreCap Advisors
Michigan
$7.05M +$27.5K +254 +0.4%
MPCG
622
Matrix Private Capital Group
New York
$7.04M -$182K -1,679 -3%
AIA
623
Arcadia Investment Advisors
Idaho
$7M +$411K +3,798 +6%
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$6.99M -$274K -2,527 -4%
4FG
625
4Thought Financial Group
New York
$6.99M -$1.37M -12,702 -16%
23 24
25
26 27