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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 %
MNBTD
651
Moody National Bank Trust Division
Texas
$6.68M – – –
HHWM
652
Hiley Hunt Wealth Management
Nebraska
$6.67M +$6.67M +61,590 New
LIA
653
LS Investment Advisors
Michigan
$6.66M -$1.22M -11,230 -15%
AWA
654
Arete Wealth Advisors
Illinois
$6.65M +$3M +27,753 +82%
FNBOH
655
First National Bank of Hutchinson
Kansas
$6.64M -$912K -8,423 -12%
GC
656
Garde Capital
Washington
$6.63M +$2.35M +21,690 +55%
BFS
657
Burkett Financial Services
South Carolina
$6.61M +$6.61M +61,085 New
MWM
658
Meridian Wealth Management
Kentucky
$6.58M -$3.34M -30,842 -34%
MWM
659
Mascoma Wealth Management
New Hampshire
$6.58M +$476K +4,398 +8%
DC
660
Davenport & Co
Virginia
$6.57M -$50.1K -463 -0.8%
VNA
661
Valley National Advisers
Pennsylvania
$6.56M +$262K +2,420 +4%
EFS
662
Econ Financial Services
Pennsylvania
$6.55M -$405K -3,739 -6%
EWM
663
Empirical Wealth Management
Washington
$6.54M +$1.02M +9,466 +19%
BCA
664
Ballentine Capital Advisors
South Carolina
$6.54M +$6.54M +62,427 New
NAG
665
Northstar Advisory Group
New Jersey
$6.53M +$4.61M +42,623 +241%
IWM
666
IHT Wealth Management
Illinois
$6.51M +$253K +2,340 +4%
WDL
667
Well Done LLC
Michigan
$6.48M +$701K +6,474 +12%
EGWAG
668
Elwood & Goetz Wealth Advisory Group
Georgia
$6.43M -$266K -2,455 -4%
TPWA
669
TRUE Private Wealth Advisors
Oregon
$6.42M -$13.3M -123,286 -68%
MBT
670
Montecito Bank & Trust
California
$6.42M -$762K -7,040 -11%
RWA
671
Roberts Wealth Advisors
California
$6.38M +$271K +864 +4%
FW
672
Fairway Wealth
Ohio
$6.38M +$6.38M +58,931 New
PAS
673
Park Avenue Securities
New York
$6.32M +$2.1M +19,395 +50%
BCM
674
Boltwood Capital Management
California
$6.26M +$23.3K +215 +0.4%
ACB
675
Aristotle Capital Boston
Massachusetts
$6.25M -$238K -2,199 -4%
25 26
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