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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 %
AFC
901
AFT Forsyth & Company
Florida
$3.24M -$42.4K -392 -1%
LOIP
902
Live Oak Investment Partners
Texas
$3.23M -$2.82M – –
CAM
903
Campion Asset Management
Virginia
$3.23M +$241K +2,227 +8%
RFG
904
RFP Financial Group
Georgia
$3.21M -$31.1K -287 -1%
JFG
905
JMG Financial Group
Illinois
$3.21M +$978K +9,034 +44%
CTA
906
Colonial Trust Advisors
South Carolina
$3.21M +$231K +2,133 +8%
PAM
907
Palisade Asset Management
Minnesota
$3.18M +$361K +3,336 +13%
BAAM
908
Baker Avenue Asset Management
California
$3.18M +$2.17M +20,039 +214%
KDA
909
Kraft Davis & Associates
Missouri
$3.17M -$2.24M -21,182 -41%
WMP
910
Wealth Management Partners
Arizona
$3.15M -$20.2K -187 -0.6%
SPFA
911
Summit Place Financial Advisors
New Jersey
$3.15M +$200K +1,850 +7%
ANTB
912
AMG National Trust Bank
Colorado
$3.14M +$422K +3,900 +16%
SEI Investments
913
SEI Investments
Pennsylvania
$3.14M -$693K -6,402 -18%
NCM
914
Next Capital Management
New York
$3.1M -$100K -926 -3%
CAM
915
Congress Asset Management
Massachusetts
$3.09M -$78.2K -722 -2%
CHJWM
916
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.09M +$44.6K +424 +1%
MFS
917
McNamara Financial Services
Massachusetts
$3.08M +$356K +3,285 +13%
MAS
918
Madden Advisory Services
Florida
$3.08M -$142K -1,314 -4%
HSWM
919
Hubbell Strickland Wealth Management
Louisiana
$3.08M +$3.9K +36 +0.1%
EFM
920
Eley Financial Management
Vermont
$3.08M +$62.2K +575 +2%
WF
921
Welch & Forbes
Massachusetts
$3.07M -$160K -1,482 -5%
NDSI
922
Newman Dignan & Sheerar Inc
Rhode Island
$3.06M +$186K +1,715 +6%
LWP
923
Laurel Wealth Planning
Minnesota
$3.05M -$37K -342 -1%
CPC
924
Congress Park Capital
New York
$3.05M +$861K +7,954 +39%
VCM
925
Viewpoint Capital Management
Washington
$3.04M – – –
35 36
37
38 39