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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 %
CAM
1376
Chandler Asset Management
California
$990K +$990K +9,150 New
NL
1377
NVWM LLC
Pennsylvania
$989K +$989K +9,134 New
EWA
1378
EverSource Wealth Advisors
Alabama
$985K +$94.9K +877 +11%
AWA
1379
Alta Wealth Advisors
Massachusetts
$985K +$748K +6,906 +315%
CWM
1380
Concentrum Wealth Management
California
$981K +$555K +5,131 +130%
CCP
1381
Clarity Capital Partners
California
$973K +$973K +8,988 New
NB
1382
NBT Bank
New York
$972K +$465K +4,298 +92%
SWP
1383
Strategic Wealth Partners
Ohio
$967K -$108K -996 -10%
FWIA
1384
Fort Washington Investment Advisors
Ohio
$965K -$1.41K -13 -0.1%
PSF
1385
Pacific Sun Financial
California
$962K -$3.36K -31 -0.3%
MGWM
1386
Marks Group Wealth Management
Minnesota
$957K – – –
WP
1387
Westmount Partners
California
$956K -$9.96K -92 -1%
PC
1388
Port Capital
Illinois
$956K +$325 +3 +0%
HNWA
1389
Henrickson Nauta Wealth Advisors
Michigan
$954K +$341K +3,149 +56%
WDG
1390
Wealth Dimensions Group
Ohio
$953K -$32.8K -303 -3%
AWP
1391
Ascent Wealth Partners
New York
$950K +$19.8K +183 +2%
SL
1392
SFM LLC
New Hampshire
$937K +$937K +8,657 New
CWA
1393
Consilium Wealth Advisory
Texas
$934K +$625K +5,775 +202%
FAM
1394
Forte Asset Management
New York
$929K -$3.69M -34,095 -80%
EWA
1395
Exencial Wealth Advisors
Oklahoma
$928K +$31.4K +290 +3%
MFT
1396
Moisand Fitzgerald Tamayo
Florida
$926K -$26.7K -247 -3%
SHF
1397
Stage Harbor Financial
Massachusetts
$917K +$917K +8,468 New
IGWM
1398
ICA Group Wealth Management
Colorado
$915K +$26.2K +242 +3%
GFL
1399
Granite FO LLC
New Hampshire
$914K – – –
OLA
1400
Oliver Luxxe Assets
New Jersey
$909K +$272K +2,515 +43%
54 55
56
57 58