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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 %
PA
1176
PFG Advisors
Arizona
$1.7M +$148K +1,369 +10%
MAA
1177
Matrix Asset Advisors
New York
$1.7M +$173K +1,596 +11%
DWG
1178
Darden Wealth Group
Michigan
$1.69M +$1.69M +15,653 New
HNWAG
1179
High Net Worth Advisory Group
Florida
$1.69M +$94.8K +876 +6%
AWA
1180
Aaron Wealth Advisors
Illinois
$1.67M -$427K -3,947 -20%
VCA
1181
Verdence Capital Advisors
Maryland
$1.66M +$48.5K +448 +3%
SC
1182
Sapient Capital
Indiana
$1.66M +$1.66M +15,304 New
PGA
1183
Portland Global Advisors
Maine
$1.64M -$46.4K -429 -3%
MSAM
1184
Moloney Securities Asset Management
Missouri
$1.64M +$73.1K +675 +5%
CA
1185
Cambridge Advisors
Nebraska
$1.64M -$5.41K -50 -0.3%
CMAI
1186
Capital Management Associates Inc
Minnesota
$1.64M +$1.64M +5,615 New
HCA
1187
Harbour Capital Advisors
Virginia
$1.63M +$5.56K +53 +0.3%
RWMG
1188
Redwood Wealth Management Group
New Jersey
$1.63M -$2.71K -25 -0.2%
WC
1189
Waterloo Capital
Texas
$1.62M +$1.62M +14,928 New
PA
1190
Probity Advisors
Texas
$1.61M +$47.1K +435 +3%
WCM
1191
Winthrop Capital Management
Indiana
$1.61M +$1.61M +14,862 New
SFP
1192
Sweet Financial Partners
Minnesota
$1.61M +$21.1K +195 +1%
T
1193
TNF
Montana
$1.6M -$157K -1,462 -9%
ECA
1194
Elevated Capital Advisors
Utah
$1.6M -$86.8K -802 -5%
CBT
1195
CoreFirst Bank & Trust
Kansas
$1.6M +$368K +3,397 +30%
VAM
1196
Verity Asset Management
North Carolina
$1.6M -$1.35M -12,457 -46%
CCA
1197
Clearwater Capital Advisors
Illinois
$1.59M +$347K +3,208 +28%
ADL
1198
Asset Dedication LLC
California
$1.59M -$312K -2,885 -16%
AWA
1199
Arkadios Wealth Advisors
Georgia
$1.59M +$75.9K +701 +5%
NFP
1200
Narus Financial Partners
Utah
$1.58M +$772K +7,131 +96%
46 47
48
49 50