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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 %
SMWM
1201
Silvia McColl Wealth Management
California
$1.57M +$5.52K +51 +0.4%
TWM
1202
Thrive Wealth Management
Pennsylvania
$1.56M +$18.5K +171 +1%
LFG
1203
Lockerman Financial Group
California
$1.56M -$1.95K -18 -0.1%
FPCG
1204
Forum Private Client Group
Indiana
$1.55M +$1.55M +14,360 New
LFA
1205
Legacy Financial Advisors
Kentucky
$1.55M +$144K +1,328 +10%
RIA
1206
Realta Investment Advisors
Delaware
$1.54M +$6.39K +59 +0.4%
LA
1207
LPF Advisors
Florida
$1.53M +$1.53M +14,143 New
FFA
1208
First Foundation Advisors
California
$1.53M +$40.4K +373 +3%
RWM
1209
Rockwood Wealth Management
Pennsylvania
$1.53M +$155K +1,428 +11%
FWM
1210
Forza Wealth Management
Florida
$1.52M – – –
Calamos Advisors
1211
Calamos Advisors
Illinois
$1.52M +$1.52M +14,049 New
QPWM
1212
Quadrant Private Wealth Management
Pennsylvania
$1.52M +$1.52M +14,010 New
SCA
1213
St. Clair Advisors
Ohio
$1.52M +$16.8K +155 +1%
Capital Fund Management (CFM)
1214
Capital Fund Management (CFM)
France
$1.51M -$2.32M -21,404 -61%
MCM
1215
Maple Capital Management
Vermont
$1.51M +$322K +2,976 +27%
WI
1216
Wintrust Investments
Illinois
$1.51M +$109K +1,011 +8%
WC
1217
Woodstock Corp
Massachusetts
$1.5M -$108 -1 -0%
Millennium Management
1218
Millennium Management
New York
$1.49M +$1.49M +13,757 New
PAM
1219
Peak Asset Management
Colorado
$1.49M – – –
GA
1220
Goldstein Advisors
Wisconsin
$1.49M -$163K -1,508 -10%
TTWM
1221
TCV Trust & Wealth Management
Virginia
$1.48M – – –
OSAM
1222
O'Shaughnessy Asset Management
Connecticut
$1.48M +$814K +7,518 +122%
CPP
1223
Capasso Planning Partners
South Carolina
$1.48M +$500K +4,620 +51%
APWM
1224
Atlas Private Wealth Management
New York
$1.46M +$104K +957 +8%
Qube Research & Technologies (QRT)
1225
Qube Research & Technologies (QRT)
United Kingdom
$1.46M +$1.46M +13,480 New
47 48
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