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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 %
CWM
926
Cornerstone Wealth Management
Missouri
$3.04M -$189K -1,748 -6%
MOS
927
MGO One Seven
Ohio
$3.04M +$805K +7,432 +36%
MBTD
928
Mechanics Bank - Trust Department
California
$3.04M +$266K +2,459 +10%
VIA
929
Vickerman Investment Advisors
Washington
$3.04M -$83.1K -768 -3%
BMCM
930
Bryn Mawr Capital Management
Pennsylvania
$3.02M -$651K -6,015 -18%
GSWM
931
Greenup Street Wealth Management
Michigan
$3.02M +$12.8K +118 +0.4%
QCIG
932
Quad-Cities Investment Group
Iowa
$3.02M +$138K +1,300 +5%
CBFP
933
Cedar Brook Financial Partners
Ohio
$3.01M +$573K +5,481 +24%
UBG
934
United Bank (Georgia)
Georgia
$3M -$20.2K -187 -0.7%
LWM
935
Lionsbridge Wealth Management
Florida
$3M +$427K +3,942 +17%
PFA
936
Pure Financial Advisors
California
$3M +$47.1K +435 +2%
TCPWM
937
Traverso Chambers Private Wealth Management
California
$2.99M -$170K -1,574 -5%
EA
938
Emerald Advisors
Washington
$2.97M +$282K +2,604 +10%
SGK
939
Steigerwald Gordon & Koch
Virginia
$2.97M -$24.8K -229 -0.8%
GWM
940
Greenwich Wealth Management
Connecticut
$2.97M -$567K -5,242 -16%
MAS
941
Meeder Advisory Services
Ohio
$2.96M +$116K +1,073 +4%
DT
942
Diversified Trust
Tennessee
$2.94M -$173K -1,596 -6%
WP
943
WealthShield Partners
North Carolina
$2.93M +$415K +3,832 +16%
BCG
944
BayBridge Capital Group
California
$2.93M +$2.93M +28,065 New
MPW
945
Melone Private Wealth
Michigan
$2.93M +$2.93M +27,051 New
AC
946
Abbrea Capital
California
$2.91M +$299K +2,760 +11%
ST
947
Sabal Trust
Florida
$2.9M +$346K +3,194 +14%
FA
948
Fiducient Advisors
Illinois
$2.9M +$301K +2,784 +12%
CTFG
949
Capstone Triton Financial Group
Oklahoma
$2.89M -$106K -982 -4%
IMRF
950
Illinois Municipal Retirement Fund
Illinois
$2.89M -$744K -6,877 -20%
36 37
38
39 40