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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 %
UWPG
951
Ullmann Wealth Partners Group
Florida
$2.89M -$65.5K -605 -2%
PIA
952
Perennial Investment Advisors
California
$2.87M +$269K +2,486 +10%
AFP
953
Alpha Financial Partners
Kentucky
$2.87M +$325K +3,002 +13%
AG
954
AlTi Global
New York
$2.85M +$2.85M +26,364 New
BDF
955
Black Diamond Financial
Maryland
$2.85M +$23.8K +220 +0.8%
ANBT
956
American National Bank & Trust
Texas
$2.84M – – –
KNFPWM
957
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.82M +$2.82M +26,017 New
MUAMU
958
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.82M – – –
DWMG
959
DB Wealth Management Group
California
$2.81M +$515K +4,755 +22%
UF
960
Univest Financial
Pennsylvania
$2.8M – – –
CA
961
Crewe Advisors
Utah
$2.78M +$830K +7,668 +43%
BFA
962
Bluestem Financial Advisors
Illinois
$2.77M -$106K -980 -4%
CPIA
963
Cornell Pochily Investment Advisors
New York
$2.77M -$31K -286 -1%
CFS
964
CRA Financial Services
New Jersey
$2.76M -$20.9K -193 -0.8%
TW
965
Traveka Wealth
California
$2.75M +$2.75M +25,381 New
FGAM
966
Financial Gravity Asset Management
Texas
$2.73M +$66.6K +2,141 +3%
FCP
967
Fidelis Capital Partners
Florida
$2.73M +$951K +8,786 +54%
FDP
968
Financiere des Professionnels
Quebec, Canada
$2.72M – – –
CWA
969
CM Wealth Advisors
Ohio
$2.71M +$9.74K +90 +0.4%
PAG
970
Paladin Advisory Group
Iowa
$2.71M -$347K -3,210 -11%
JIP
971
Jaffetilchin Investment Partners
Florida
$2.69M -$21.3K -197 -0.8%
DE
972
Day & Ennis
Georgia
$2.67M +$114K +1,054 +4%
SC
973
Sepio Capital
Utah
$2.67M -$44K -406 -2%
CFB
974
Cullen/Frost Bankers
Texas
$2.65M -$734K -6,777 -22%
GAA
975
Guardian Asset Advisors
Pennsylvania
$2.64M +$2.64M +24,417 New
37 38
39
40 41