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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 %
KV
801
Kickstand Ventures
New York
$4.2M +$236K +2,182 +6%
PIAS
802
PCA Investment Advisory Services
Ohio
$4.2M -$153K -1,409 -4%
PAG
803
Private Advisory Group
Washington
$4.19M -$176K -1,623 -4%
ONB
804
Old National Bancorp
Indiana
$4.18M +$91.8K +848 +2%
WFAG
805
Wescott Financial Advisory Group
Pennsylvania
$4.17M -$66.2K -612 -2%
SKK
806
Shepherd Kaplan Krochuk
Massachusetts
$4.16M -$376K -3,472 -8%
FNWM
807
Financial Network Wealth Management
Utah
$4.16M +$408K +3,774 +11%
SB
808
Strategic Blueprint
Georgia
$4.16M +$185K +1,705 +5%
PPWM
809
PFG Private Wealth Management
Florida
$4.13M +$664K +6,133 +19%
WPW
810
Watershed Private Wealth
Illinois
$4.12M +$119K +1,103 +3%
SCM
811
Sebold Capital Management
Illinois
$4.09M -$1.25M -11,545 -23%
PP
812
PrairieView Partners
Minnesota
$4.08M +$715K +6,609 +21%
CFG
813
Carr Financial Group
Massachusetts
$4.08M +$527K +4,871 +15%
VC
814
Vestor Capital
Illinois
$4.08M -$29.2K -270 -0.7%
CFG
815
Citizens Financial Group
Rhode Island
$4.08M +$251K +2,319 +7%
Susquehanna International Group
816
Susquehanna International Group
Pennsylvania
$4.04M -$3.96M -36,605 -49%
SFG
817
Snider Financial Group
Washington
$4.04M +$126K +1,166 +3%
ATC
818
Adirondack Trust Company
New York
$4.03M +$99.5K +927 +3%
SWA
819
SOA Wealth Advisors
New York
$4.02M -$481K -4,441 -11%
BIA
820
Bigelow Investment Advisors
Maine
$4.02M +$225K +2,075 +6%
S
821
SignatureFD
Georgia
$3.99M -$394K -3,638 -9%
MWAM
822
Manhattan West Asset Management
California
$3.99M -$4.73M -43,672 -54%
B
823
Birchbrook
Maine
$3.98M +$3.98M +36,747 New
CWA
824
Clarus Wealth Advisors
Arizona
$3.97M +$3.97M +38,435 New
HIMC
825
Heritage Investors Management Corp
Maryland
$3.97M +$273K +2,525 +7%
31 32
33
34 35