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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 %
BFA
1001
Beaumont Financial Advisors
Massachusetts
$2.52M +$197K +1,820 +8%
VHAM
1002
Van Hulzen Asset Management
California
$2.51M +$21.3K +197 +0.9%
BJL
1003
Brighton Jones LLC
Washington
$2.5M +$46.5K +430 +2%
OBGC
1004
O'Brien Greene & Co
Pennsylvania
$2.5M -$394K -3,640 -14%
V
1005
VeraBank
Texas
$2.5M -$27.5K -254 -1%
SWM
1006
Soundmark Wealth Management
Washington
$2.49M -$29.6K -273 -1%
EPWM
1007
Essex Private Wealth Management
Massachusetts
$2.48M +$10.7K +99 +0.4%
IAA
1008
Independent Advisor Alliance
North Carolina
$2.47M -$17.5K -162 -0.7%
AL
1009
Aspiriant LLC
California
$2.46M +$58.8K +543 +2%
AO
1010
Advisor OS
Illinois
$2.46M +$252K +2,331 +11%
SPI
1011
Santori & Peters Inc
Pennsylvania
$2.45M +$50.7K +468 +2%
GFP
1012
Gryphon Financial Partners
Ohio
$2.44M +$483K +4,456 +25%
KFGK
1013
Keystone Financial Group (Kentucky)
Kentucky
$2.44M -$240K -2,217 -9%
RhumbLine Advisers
1014
RhumbLine Advisers
Massachusetts
$2.44M -$3.5M -32,344 -59%
NCM
1015
Narwhal Capital Management
Georgia
$2.42M +$176K +1,628 +8%
RWP
1016
Revolve Wealth Partners
New Jersey
$2.42M -$109K -1,005 -4%
SWP
1017
Summit Wealth Partners
Florida
$2.42M +$319K +2,943 +15%
CST
1018
Charles Schwab Trust
Nevada
$2.42M +$49.7K +459 +2%
CCFM
1019
Clear Creek Financial Management
Washington
$2.4M -$194K -1,793 -7%
TP
1020
Tranquility Partners
Tennessee
$2.4M -$221K -2,039 -8%
KIG
1021
Kowal Investment Group
Wisconsin
$2.4M -$367K -3,387 -13%
V
1022
ViaWealth
Kansas
$2.38M -$129K -1,195 -5%
JWBC
1023
J.W. Burns & Co
New York
$2.38M +$719K +6,641 +43%
RMDI
1024
R.M. Davis Inc
Maine
$2.38M -$9.85K -91 -0.4%
CF
1025
Centaurus Financial
California
$2.38M +$201K +1,856 +9%
39 40
41
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