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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 %
TC
851
TownSquare Capital
Utah
$3.66M -$2.39M -22,109 -40%
TAM
852
Titleist Asset Management
Texas
$3.65M +$533K +4,927 +17%
ACA
853
Affinity Capital Advisors
California
$3.65M -$813K -7,506 -18%
CFIA
854
Cantor Fitzgerald Investment Advisors
New York
$3.65M +$3.65M +33,713 New
WA
855
WBH Advisory
Maryland
$3.65M +$82.1K +758 +2%
FTC
856
Farmers Trust Company
Ohio
$3.64M +$1.95K +18 +0.1%
LDB
857
Lee, Danner & Bass
Tennessee
$3.63M -$225K -2,078 -6%
ASW
858
Astoria Strategic Wealth
Texas
$3.62M +$267K +2,466 +8%
PWW
859
Pettyjohn Wood & White
Virginia
$3.61M +$162K +1,495 +5%
NHT
860
New Hampshire Trust
New Hampshire
$3.61M -$212K -1,960 -6%
NOI
861
Newton One Investments
Delaware
$3.6M -$659K -6,088 -15%
SAG
862
SageView Advisory Group
California
$3.6M +$1.5M +14,040 +71%
USCWA
863
U.S. Capital Wealth Advisors
Texas
$3.59M +$1.49M +13,758 +71%
SWM
864
Shelton Wealth Management
Texas
$3.59M -$1.12M -10,380 -24%
CP
865
Canopy Partners
Ohio
$3.59M +$3.59M +33,164 New
EVM
866
Evelyn V. Moreno
$3.56M -$7.09M -65,483 -67%
PIMG
867
Patriot Investment Management Group
Tennessee
$3.54M -$158K -1,455 -4%
LFP
868
Lakeshore Financial Planning
Michigan
$3.51M -$1.1M -10,169 -24%
IPWA
869
International Private Wealth Advisors
California
$3.51M +$3.51M +32,390 New
SSW
870
Stone Summit Wealth
Florida
$3.5M -$6.82K -63 -0.2%
SW
871
SlateStone Wealth
Florida
$3.46M -$3.25K -30 -0.1%
SMA
872
Sage Mountain Advisors
Georgia
$3.45M +$8.23K +76 +0.2%
SAM
873
Smithbridge Asset Management
Pennsylvania
$3.45M -$259K -2,391 -7%
VF
874
Vawter Financial
Ohio
$3.44M +$132K +1,222 +4%
MOACM
875
Mutual of America Capital Management
New York
$3.44M -$2.08M -19,181 -38%
33 34
35
36 37