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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 %
GC
1226
Gilbert & Cook
Iowa
$1.46M +$161K +1,491 +12%
WB
1227
WesBanco Bank
West Virginia
$1.46M -$5.1M -47,138 -78%
ATWA
1228
Arbor Trust Wealth Advisors
Michigan
$1.45M – – –
PW
1229
Peninsula Wealth
California
$1.44M +$217 +2 +0%
FNC
1230
First National Corp
Massachusetts
$1.44M +$85.4K +789 +6%
FPGT
1231
Financial Partners Group (Tennessee)
Tennessee
$1.43M +$12.7K +117 +0.9%
AF
1232
Advisornet Financial
Minnesota
$1.43M -$53.3K -492 -4%
CPRC
1233
Consolidated Portfolio Review Corp
New York
$1.43M -$57.3K -529 -4%
O3W
1234
Omni 360 Wealth
New Jersey
$1.42M +$1.42M +13,110 New
LL
1235
LWMG LLC
Minnesota
$1.42M -$60.6K -560 -4%
TF
1236
Trek Financial
Arizona
$1.42M -$4.74M -43,753 -77%
HPWM
1237
High Pines Wealth Management
Massachusetts
$1.42M -$156K -1,440 -10%
CAWM
1238
Capital Advisors Wealth Management
Washington
$1.41M -$580K -5,360 -29%
WA
1239
WP Advisors
California
$1.41M +$13.4K +124 +1%
CWA
1240
Continuum Wealth Advisors
New York
$1.4M +$52.4K +484 +4%
SIAS
1241
Summit Investment Advisory Services
Minnesota
$1.4M – – –
GPI
1242
General Partner Inc
Pennsylvania
$1.4M – – –
CT
1243
Cambridge Trust
Massachusetts
$1.4M -$165K -1,521 -11%
CC
1244
Cadinha & Co
Hawaii
$1.4M -$13.4K -124 -1%
CANC
1245
Culbertson A N & Co
Virginia
$1.39M +$120K +1,105 +9%
CCG
1246
Catalina Capital Group
California
$1.39M +$1.39M +12,838 New
SCA
1247
STALEY CAPITAL ADVISERS
Pennsylvania
$1.39M -$866 -8 -0.1%
LFG
1248
Leverty Financial Group
Wisconsin
$1.38M -$35.9K -332 -3%
SFP
1249
Sterling Financial Planning
New Jersey
$1.38M +$974 +9 +0.1%
KC
1250
Kingfisher Capital
North Carolina
$1.38M +$8.99K +83 +0.7%
48 49
50
51 52