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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 %
MCM
826
MidAtlantic Capital Management
Virginia
$3.94M +$3.94M +36,386 New
WFA
827
Wellspring Financial Advisors
Ohio
$3.94M -$8.92K -824 -0.2%
SIS
828
Sound Income Strategies
Florida
$3.91M +$3.85M +35,554 +6,238%
ST
829
Spinnaker Trust
Maine
$3.91M -$29.7K -274 -0.8%
PLU
830
Performa Ltd (US)
South Carolina
$3.88M – – –
HFW
831
Horizon Family Wealth
Illinois
$3.85M +$157K +1,451 +4%
GSB
832
Greenfield Savings Bank
Massachusetts
$3.84M -$2.92K -27 -0.1%
SIC
833
Sterling Investment Counsel
New York
$3.83M +$432K +3,987 +13%
FWTB
834
First Western Trust Bank
Colorado
$3.83M -$7.58K -70 -0.2%
AIP
835
Ameritas Investment Partners
Nebraska
$3.82M +$27.1K +250 +0.7%
ZIM
836
Zacks Investment Management
Illinois
$3.81M -$1.43M -13,230 -27%
CW
837
CIC Wealth
Maryland
$3.81M -$69.3K -640 -2%
EFS
838
Essex Financial Services
Connecticut
$3.81M -$33.8K -312 -0.9%
SIAM
839
Sterling Investment Advisors (Missouri)
Missouri
$3.8M -$512K -4,730 -12%
AP
840
Aspect Partners
Virginia
$3.79M +$3.79M +35,056 New
CA
841
Continuum Advisory
Idaho
$3.79M -$225K -2,072 -6%
CHC
842
City Holding Co
West Virginia
$3.79M -$154K -1,421 -4%
AWMG
843
Alliance Wealth Management Group
New Jersey
$3.78M +$3.78M +34,924 New
UFAC
844
Urban Financial Advisory Corp
Illinois
$3.75M +$3.75M +34,672 New
NL
845
NEPC LLC
Massachusetts
$3.7M -$88.2K -815 -2%
DL
846
DOHJ LLC
Washington
$3.69M +$3.24M +29,889 +710%
WPW
847
Waldron Private Wealth
Pennsylvania
$3.69M -$74.6K -689 -2%
SOS
848
Silver Oak Securities
Tennessee
$3.69M +$464K +4,288 +14%
First Manhattan
849
First Manhattan
New York
$3.67M +$35.4K +327 +1%
CFO
850
Callan Family Office
Pennsylvania
$3.67M +$323K +2,988 +10%
32 33
34
35 36