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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 %
MWM
1326
Maltin Wealth Management
New Jersey
$1.13M -$13.7K -127 -1%
BCM
1327
Brookmont Capital Management
Texas
$1.12M +$197K +1,817 +21%
RFA
1328
Resurgent Financial Advisors
Georgia
$1.12M -$111K -1,029 -9%
SI
1329
Saxon Interests
Texas
$1.12M +$1.12M +10,357 New
SFG
1330
Sowa Financial Group
Rhode Island
$1.12M -$262K -2,421 -19%
OC
1331
Opinicus Capital
Florida
$1.12M +$1.12M +10,317 New
TPW
1332
TL Private Wealth
Texas
$1.12M +$1.12M +10,317 New
NRW
1333
Nova R Wealth
Kansas
$1.11M -$6.5K -60 -0.6%
ACM
1334
Ardent Capital Management
Ohio
$1.11M – – –
FHC
1335
First Heartland Consultants
Missouri
$1.11M -$404K -3,736 -27%
SR
1336
Syntax Research
Florida
$1.1M -$1.57M -14,483 -59%
BO
1337
Bank OZK
Arkansas
$1.1M -$12.6K -116 -1%
SYBT
1338
Stock Yards Bank & Trust
Kentucky
$1.1M +$49.9K +461 +5%
NF
1339
NavPoint Financial
Minnesota
$1.1M +$1.1M +10,129 New
PCA
1340
Pallas Capital Advisors
Massachusetts
$1.09M -$120K -1,105 -10%
WCWM
1341
Wooster Corthell Wealth Management
Connecticut
$1.09M -$6.71K -62 -0.6%
TF
1342
Tompkins Financial
New York
$1.08M -$325 -3 -0%
PPW
1343
Pasadena Private Wealth
California
$1.08M – – –
ARC
1344
Advisor Resource Council
Texas
$1.08M +$1.08M +9,991 New
CG
1345
Corundum Group
Colorado
$1.08M – – –
IIC
1346
Integrated Investment Consultants
Michigan
$1.07M -$304K -2,805 -22%
HAS
1347
Holland Advisory Services
Florida
$1.07M -$6.5M -60,040 -86%
KW
1348
KWB Wealth
California
$1.07M -$31.1K -287 -3%
ACP
1349
Aviance Capital Partners
Florida
$1.07M +$5.09K +47 +0.5%
PVI
1350
Pine Valley Investments
New Jersey
$1.06M -$7.15K -66 -0.7%
52 53
54
55 56