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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 %
SS
776
Sound Stewardship
Kansas
$4.48M +$312K +2,883 +7%
HPC
777
HM Payson & Co
Maine
$4.47M +$1.19M +10,996 +36%
S
778
Sachetta
Massachusetts
$4.46M +$4.46M +41,243 New
RBC
779
Romano Brothers & Co
Illinois
$4.45M -$51.1K -472 -1%
EWM
780
Evercore Wealth Management
New York
$4.43M +$76.2K +704 +2%
PWA
781
Physician Wealth Advisors
Utah
$4.42M -$167K -1,568 -4%
AFS
782
AFG Fiduciary Services
Massachusetts
$4.42M +$178K +1,682 +4%
BFO
783
Biltmore Family Office
North Carolina
$4.41M +$188K +1,739 +4%
BBNA
784
Bremer Bank National Association
Minnesota
$4.39M -$88.4K -817 -2%
WCM
785
Windsor Capital Management
Arizona
$4.39M -$48.2K -445 -1%
FIM
786
Freedom Investment Management
Connecticut
$4.38M +$1.19M +11,034 +37%
SFG
787
SevenBridge Financial Group
Pennsylvania
$4.34M -$308K -2,842 -7%
SI
788
Stephens Inc
Arkansas
$4.34M +$136K +1,255 +3%
EWP
789
Elevation Wealth Partners
California
$4.33M -$3.21K -34 -0.1%
1WM
790
1900 Wealth Management
Texas
$4.33M +$191K +1,763 +5%
CV
791
Counterweight Ventures
North Carolina
$4.29M +$4.29M +39,676 New
PWP
792
Principle Wealth Partners
Connecticut
$4.28M +$3.36M +30,996 +362%
EC
793
Estate Counselors
Wisconsin
$4.28M -$30.8M -284,291 -88%
QFA
794
Quattro Financial Advisors
Texas
$4.26M -$454M -11,522 -99%
WG
795
Watchman Group
Texas
$4.25M +$114K +1,056 +3%
LWMNY
796
Landmark Wealth Management (New York)
New York
$4.23M +$280K +2,587 +7%
UL
797
Unionview LLC
Washington
$4.22M +$163K +1,504 +4%
HWMT
798
Heritage Wealth Management (Texas)
Texas
$4.22M +$482K +4,452 +13%
VF
799
VitalStone Financial
Texas
$4.21M +$758K +6,998 +22%
GWP
800
Gateway Wealth Partners
Wisconsin
$4.21M +$362K +3,344 +9%
30 31
32
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