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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 %
LAM
976
Lewis Asset Management
California
$2.64M +$2.64M +24,401 New
BWAM
977
Boyd Watterson Asset Management
Ohio
$2.64M – – –
DWM
978
Drive Wealth Management
Utah
$2.62M +$679K +6,273 +35%
BWCS
979
Beirne Wealth Consulting Services
Connecticut
$2.61M +$1.26M +11,635 +93%
IF
980
Intrua Financial
Texas
$2.61M -$107K -986 -4%
VFG
981
Victory Financial Group
Texas
$2.6M +$2.6M +24,063 New
SFMG
982
Sage Financial Management Group
Virginia
$2.59M -$8.01K -74 -0.3%
WA
983
Wealth Alliance
New York
$2.59M -$105K -968 -4%
FNBOO
984
First National Bank of Omaha
Nebraska
$2.58M -$215K -1,982 -8%
TW
985
TrinityPoint Wealth
Connecticut
$2.58M +$456K +4,216 +21%
LNWWM
986
Laird Norton Wetherby Wealth Management
California
$2.58M +$864K +7,986 +50%
FCMC
987
Founders Capital Management (Connecticut)
Connecticut
$2.58M – – –
EI
988
Ellevest Inc
New York
$2.57M +$56.8K +525 +2%
KHC
989
Koesten Hirschmann & Crabtree
Kansas
$2.57M -$313K -2,892 -11%
FIA
990
Foundations Investment Advisors
Arizona
$2.56M +$851K +8,092 +50%
LWL
991
Leo Wealth LLC
Texas
$2.55M +$2.55M +23,572 New
TCOT
992
Trust Company of Toledo
Ohio
$2.55M -$138K -1,278 -5%
AWA
993
Amplius Wealth Advisors
Pennsylvania
$2.54M +$47.1K +435 +2%
DCM
994
Davidson Capital Management
Texas
$2.54M +$4.01K +37 +0.2%
IWA
995
Invera Wealth Advisors
Oregon
$2.54M +$2.54M +23,473 New
MPPLM
996
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.54M -$62.1K -574 -2%
BCG
997
Breakwater Capital Group
New Jersey
$2.54M +$39.5K +371 +2%
ACM
998
Armbruster Capital Management
New York
$2.53M – – –
SAA
999
Southeast Asset Advisors
Georgia
$2.53M -$57.2K -528 -2%
OCM
1000
Objective Capital Management
Ohio
$2.52M -$233K -2,153 -8%
38 39
40
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