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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 %
ACM
1101
AUA Capital Management
Pennsylvania
$2.05M +$7.69K +71 +0.4%
CTA
1102
Camelot Technology Advisors
California
$2.04M +$2.04M +18,840 New
BC
1103
Brio Consultants
California
$2.04M -$131K -1,214 -6%
AG
1104
Ascent Group
Virginia
$2.04M -$231K -2,142 -10%
ACP
1105
Aveo Capital Partners
Colorado
$2.04M +$206K +1,902 +11%
SCA
1106
Snowden Capital Advisors
New York
$2.04M +$430K +3,976 +27%
BWA
1107
BlueSky Wealth Advisors
North Carolina
$2.03M -$82.8K -765 -4%
EWP
1108
Engrave Wealth Partners
Texas
$2.03M +$249K +2,297 +14%
FPTW
1109
Franklin, Parlapiano, Turner & Welch
Texas
$2.03M -$33.9K -313 -2%
FCB
1110
First County Bank
Connecticut
$2.02M -$16.2K -150 -0.8%
AGP
1111
Autumn Glory Partners
Texas
$2.02M +$24.2K +234 +1%
ESB
1112
Essex Savings Bank
Connecticut
$2.02M +$163K +1,503 +9%
OW
1113
Olistico Wealth
Oklahoma
$2M +$436K +4,031 +28%
RWA
1114
River Wealth Advisors
Pennsylvania
$2M -$12.3K -114 -0.6%
KAH
1115
Kathryn A. Hall
$2M – – –
BIM
1116
Baldwin Investment Management
Pennsylvania
$2M – – –
QWM
1117
Quadcap Wealth Management
Texas
$1.99M +$1.99M +18,354 New
RCG
1118
Regatta Capital Group
California
$1.98M -$14.2K -131 -0.7%
WIA
1119
Wetzel Investment Advisors
Indiana
$1.97M +$1.97M +18,226 New
PL
1120
Plancorp LLC
Missouri
$1.97M +$48.3K +446 +3%
IAS
1121
Investment Advisory Services
Texas
$1.95M +$70.7K +653 +4%
PB
1122
Pinnacle Bancorp
Nebraska
$1.95M -$67.1K -620 -3%
CWA
1123
Centennial Wealth Advisory
Michigan
$1.95M +$1.95M +17,987 New
EFG
1124
Ehrlich Financial Group
California
$1.93M +$1.93M +17,839 New
GAM
1125
Gotham Asset Management
New York
$1.93M +$143K +1,317 +8%
43 44
45
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