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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 %
ICG
1301
InterOcean Capital Group
Tennessee
$1.2M +$234K +2,159 +24%
BWA
1302
BlueChip Wealth Advisors
Georgia
$1.2M +$1.2M +11,050 New
SFG
1303
Sovereign Financial Group
Connecticut
$1.2M +$44.2K +408 +4%
TFP
1304
Tilia Fiduciary Partners
North Carolina
$1.19M +$123K +1,135 +11%
FFG
1305
Foundry Financial Group
New Hampshire
$1.19M +$1.19M +11,007 New
IFA
1306
Index Fund Advisors
California
$1.19M -$120K -1,108 -9%
HIA
1307
Harbor Investment Advisory
Maryland
$1.18M -$94.5K -873 -7%
CCM
1308
Coldstream Capital Management
Washington
$1.18M -$107K -992 -8%
CIBC World Market
1309
CIBC World Market
Ontario, Canada
$1.17M +$1.3K +12 +0.1%
Nomura Asset Management
1310
Nomura Asset Management
Japan
$1.17M +$1.17M +10,815 New
CHA
1311
Carmichael Hill & Associates
Maryland
$1.16M -$2.92K -27 -0.3%
DWM
1312
Darwin Wealth Management
Florida
$1.16M -$434K -4,008 -27%
JPWM
1313
Jamison Private Wealth Management
Georgia
$1.16M +$32.6K +301 +3%
GDP
1314
Great Diamond Partners
Maine
$1.16M -$38.5K -356 -3%
SM
1315
Sensible Money
Arizona
$1.16M -$301K -2,783 -21%
IPW
1316
Intergy Private Wealth
Colorado
$1.15M +$50.6K +467 +5%
SWA
1317
Strategies Wealth Advisors
Michigan
$1.15M -$62.4K -576 -5%
HWM
1318
HRC Wealth Management
Idaho
$1.15M +$1.15M +10,620 New
SFG
1319
StrategIQ Financial Group
Indiana
$1.15M +$29.8K +275 +3%
JIR
1320
James Investment Research
Ohio
$1.15M -$23.5K -217 -2%
WCFA
1321
Walkner Condon Financial Advisors
Wisconsin
$1.15M +$36.1K +333 +3%
SVWAG
1322
Sound View Wealth Advisors Group
Georgia
$1.15M +$194K +1,793 +20%
EWA
1323
ERTS Wealth Advisors
Michigan
$1.14M -$63.1K -583 -5%
FCA
1324
FLC Capital Advisors
California
$1.14M -$145K -1,342 -11%
LC
1325
Lincoln Capital
Nebraska
$1.13M -$5.2K -48 -0.5%
51 52
53
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