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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 %
SCM
1401
Saxony Capital Management
Missouri
$909K +$909K +8,400 New
JCM
1402
Jacobi Capital Management
Pennsylvania
$907K +$60.4K +558 +7%
SC
1403
SouthState Corp
Florida
$901K -$27.4K -253 -3%
KL
1404
KWMG LLC
Kansas
$899K -$72.3K -668 -7%
RWMH
1405
Riverpoint Wealth Management Holdings
Illinois
$898K -$368K -3,396 -29%
WE
1406
Wealth Effects
Massachusetts
$896K +$166K +1,529 +23%
HCM
1407
Hollencrest Capital Management
California
$889K +$541K +5,000 +156%
NWMG
1408
National Wealth Management Group
Ohio
$888K +$372K +3,433 +72%
AW
1409
Avion Wealth
Texas
$887K – – –
EWA
1410
Evolution Wealth Advisors
Florida
$885K -$285K -2,630 -24%
DP
1411
Denver PWM
Colorado
$883K +$46.4K +442 +6%
AFG
1412
Allegheny Financial Group
Pennsylvania
$882K +$38.8K +358 +5%
WHG
1413
Westwood Holdings Group
Texas
$879K -$147K -1,359 -14%
PAMG
1414
Patton Albertson Miller Group
Tennessee
$878K -$73K -674 -8%
BPC
1415
Banque Pictet & Cie
Switzerland
$874K +$110K +1,018 +14%
IC
1416
IEQ Capital
California
$872K -$739K -6,827 -46%
WFA
1417
Wells Financial Advisors
Massachusetts
$869K +$218K +2,010 +33%
HA
1418
HFG Advisors
Ohio
$868K +$43.5K +402 +5%
MI
1419
Moneywise Inc
Virginia
$865K -$19.2K -177 -2%
ITIM
1420
Indiana Trust & Investment Management
Indiana
$860K -$5.52K -51 -0.6%
SCA
1421
Stokes Capital Advisors
South Carolina
$853K -$273K -2,525 -24%
FB
1422
First Bancorp
Maine
$853K -$9.85K -91 -1%
VAG
1423
Vannoy Advisory Group
Texas
$853K +$853K +7,876 New
ES
1424
Eagle Strategies
New York
$850K +$541 +5 +0.1%
HAM
1425
Harmony Asset Management
Arizona
$849K +$849K +7,842 New
55 56
57
58 59