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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 %
CAL
1126
Capital Advisors Ltd
Ohio
$1.92M +$10.8K +100 +0.6%
GWM
1127
GSB Wealth Management
Connecticut
$1.91M +$6.39K +59 +0.3%
FVWA
1128
Foster Victor Wealth Advisors
South Carolina
$1.91M -$26.7K -252 -1%
MTIC
1129
Missouri Trust & Investment Company
Missouri
$1.89M +$51.4K +475 +3%
SC
1130
Steph & Co
Wisconsin
$1.88M +$29.1K +269 +2%
SFG
1131
Sunburst Financial Group
Alabama
$1.87M -$33.1K -306 -2%
GPWA
1132
Great Point Wealth Advisors
Massachusetts
$1.86M -$24.4K -225 -1%
H
1133
HoyleCohen
California
$1.86M +$5.95K +55 +0.3%
FFWA
1134
FRG Family Wealth Advisors
Washington
$1.85M – – –
MIS
1135
Morningstar Investment Services
Illinois
$1.85M +$1.46M +13,300 +371%
WGCA
1136
Wolf Group Capital Advisors
Virginia
$1.85M -$196K -1,970 -10%
E
1137
ETFidea
New York
$1.85M +$54.6K +504 +3%
TCA
1138
Transcend Capital Advisors
New Jersey
$1.85M +$277K +2,557 +18%
CP
1139
Capital Planning
Washington
$1.85M +$321K +2,963 +21%
TWA
1140
Talisman Wealth Advisors
New Jersey
$1.85M +$236K +2,182 +15%
FPAS
1141
Focus Partners Advisor Solutions
Missouri
$1.85M -$182K -1,684 -9%
RL
1142
Rogco LP
Oklahoma
$1.84M -$4.28M -39,567 -70%
OWP
1143
Obermeyer Wealth Partners
Colorado
$1.84M – – –
JWCA
1144
J.W. Coons Advisors
Ohio
$1.83M -$50.8K -469 -3%
VWA
1145
Visionary Wealth Advisors
Illinois
$1.83M +$8.55K +79 +0.5%
Koshinski Asset Management
1146
Koshinski Asset Management
Illinois
$1.83M -$952K -8,792 -34%
TCG
1147
Transcendent Capital Group
Oklahoma
$1.82M +$1.82M +16,815 New
OP
1148
ORG Partners
Indiana
$1.82M +$1.38M +12,772 +320%
PIM
1149
Penobscot Investment Management
Massachusetts
$1.82M – – –
Loomis, Sayles & Company
1150
Loomis, Sayles & Company
Massachusetts
$1.81M +$1.77M +16,380 +4,415%
44 45
46
47 48