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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 %
NPFS
1051
Novak & Powell Financial Services
Florida
$2.27M +$2.27M +20,979 New
GEA
1052
Glen Eagle Advisors
New Jersey
$2.26M +$128K +1,184 +6%
KCM
1053
Kanawha Capital Management
Virginia
$2.26M -$511K -4,723 -18%
WPC
1054
Wedmont Private Capital
Pennsylvania
$2.26M -$336K -3,170 -13%
RWA
1055
Rooted Wealth Advisors
Illinois
$2.25M +$414K +3,993 +23%
9WM
1056
9258 Wealth Management
Ohio
$2.25M -$78.3K -723 -3%
CIR
1057
Clear Investment Research
Georgia
$2.25M -$71.7K -662 -3%
CD
1058
Chapin Davis
Maryland
$2.24M +$25K +231 +1%
GSAM
1059
Grant Street Asset Management
Pennsylvania
$2.22M -$569K -5,260 -20%
WIM
1060
Westside Investment Management
California
$2.22M -$301K -2,779 -12%
FFO
1061
Fortitude Family Office
Arizona
$2.21M +$2.21M +20,438 New
ACP
1062
Arcus Capital Partners
Georgia
$2.21M +$1.84M +16,993 +494%
CT
1063
Coastline Trust
Rhode Island
$2.21M +$554K +5,121 +34%
WWM
1064
Wiser Wealth Management
Georgia
$2.21M -$729K -6,967 -25%
MAWCM
1065
Mine & Arao Wealth Creation & Management
California
$2.2M -$25.3K -234 -1%
DPI
1066
Diversified Portfolios Inc
Michigan
$2.2M +$200K +1,846 +10%
WWA
1067
WCG Wealth Advisors
Nevada
$2.2M +$15.4K +142 +0.7%
LWA
1068
Lineweaver Wealth Advisors
Ohio
$2.19M -$520K -4,799 -19%
WA
1069
Wilshire Advisors
California
$2.18M -$182K -1,679 -8%
PO
1070
Private Ocean
California
$2.18M +$87K +804 +4%
OCBCO
1071
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.17M – – –
CCA
1072
Cora Capital Advisors
New Jersey
$2.17M -$133K -1,225 -6%
AIA
1073
Alera Investment Advisors
Illinois
$2.17M -$18.6K -172 -0.9%
NS
1074
NBC Securities
Alabama
$2.16M +$504K +4,661 +30%
TFG
1075
Tilson Financial Group
New Jersey
$2.16M -$227K -2,096 -10%
41 42
43
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