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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 %
BA
751
Ballew Advisors
Mississippi
$4.76M -$105K -1,018 -2%
PL
752
Parthenon LLC
Kentucky
$4.75M +$33.6K +310 +0.7%
PWM
753
Provident Wealth Management
Tennessee
$4.75M +$60K +554 +1%
GSC
754
G&S Capital
Colorado
$4.71M +$24.2K +224 +0.5%
LA
755
Lynch & Associates
Indiana
$4.7M +$183K +1,689 +4%
CFD
756
Creative Financial Designs
Indiana
$4.69M -$2.62M -24,168 -36%
IA
757
IFP Advisors
Florida
$4.69M -$2.23M -20,602 -32%
ES
758
ETF Store
Kansas
$4.69M +$86.9K +803 +2%
AP
759
Americana Partners
Texas
$4.68M -$19K -175 -0.4%
SSWM
760
Sheets Smith Wealth Management
North Carolina
$4.66M -$303K -2,800 -6%
NGA
761
Naples Global Advisors
Florida
$4.65M +$79.9K +738 +2%
NSB
762
Norway Savings Bank
Maine
$4.62M +$395K +3,648 +9%
MA
763
Mutual Advisors
Nebraska
$4.6M -$153K -1,415 -3%
BFG
764
Baron Financial Group
New Jersey
$4.59M -$70.3K -649 -2%
WCP
765
Wick Capital Partners
Pennsylvania
$4.58M +$569K +5,257 +14%
SC
766
Stephenson & Company
California
$4.57M +$4.57M +42,188 New
CB
767
Centennial Bank
Arkansas
$4.56M +$56.8K +525 +1%
TVAMP
768
Tennessee Valley Asset Management Partners
Tennessee
$4.56M +$2.31M +21,328 +103%
W
769
Wealthquest
Ohio
$4.55M -$38.1K -352 -0.8%
VIM
770
Vista Investment Management
Pennsylvania
$4.55M +$97K +896 +2%
National Bank of Canada
771
National Bank of Canada
Quebec, Canada
$4.54M -$52.9K -491 -1%
MCM
772
Magnolia Capital Management
New York
$4.54M – – –
GLA
773
Good Life Advisors
Pennsylvania
$4.52M -$354K -3,267 -7%
BCMO
774
Buckingham Capital Management (Ohio)
Ohio
$4.49M -$357K -3,299 -7%
TH
775
TCTC Holdings
Texas
$4.48M +$374K +3,457 +9%
29 30
31
32 33