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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 %
MWA
1076
Midland Wealth Advisors
Illinois
$2.16M +$2.16M +19,936 New
ACM
1077
Ategra Capital Management
Virginia
$2.15M +$99.6K +920 +5%
WKSWA
1078
White Knight Strategic Wealth Advisors
New Jersey
$2.15M +$170K +1,569 +9%
RWM
1079
Ritholtz Wealth Management
New York
$2.15M +$666K +6,157 +45%
HH
1080
Hilltop Holdings
Texas
$2.13M -$1.11M -10,259 -34%
SIA
1081
Schechter Investment Advisors
Michigan
$2.13M -$223K -2,059 -9%
RFN
1082
RDA Financial Network
Iowa
$2.12M -$20.9K -193 -1%
JF
1083
JSF Financial
California
$2.12M +$64.3K +594 +3%
SL
1084
SWMG LLC
Texas
$2.1M +$773K +7,140 +58%
Chevy Chase Trust
1085
Chevy Chase Trust
Maryland
$2.1M -$217K -2,004 -9%
LA
1086
Lane & Associates
New Jersey
$2.1M +$126K +1,162 +6%
CWM
1087
Compass Wealth Management
Connecticut
$2.09M -$26.1K -241 -1%
BHBT
1088
Burke & Herbert Bank & Trust
Virginia
$2.07M +$46K +425 +2%
Betterment LLC
1089
Betterment LLC
New York
$2.07M +$220K +2,028 +12%
PWA
1090
Pillar Wealth Advisors
Pennsylvania
$2.07M +$404K +3,731 +24%
CPA
1091
Capital Planning Advisors
California
$2.07M +$894K +8,260 +76%
SF
1092
Summit Financial
New Jersey
$2.07M +$23.1K +213 +1%
KBFS
1093
Kohmann Bosshard Financial Services
Ohio
$2.06M -$21.7K -200 -1%
BA
1094
Bridge Advisory
California
$2.06M -$438K -4,043 -18%
RIA
1095
Retirement Investment Advisors
Oklahoma
$2.06M -$1.92M -17,751 -48%
RFO
1096
RiverGlades Family Offices
Florida
$2.06M -$6.58K -61 -0.3%
EPM
1097
Elm Partners Management
Pennsylvania
$2.06M -$204K -1,887 -9%
LFAS
1098
Level Four Advisory Services
Texas
$2.05M -$110K -1,014 -5%
WCA
1099
Waypoint Capital Advisors
Minnesota
$2.05M -$63.4K -586 -3%
MA
1100
Marquette Associates
Illinois
$2.05M +$2.05M +8,904 New
42 43
44
45 46