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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 %
BAM
1451
Berkshire Asset Management
Pennsylvania
$809K – – –
LNB
1452
Ledyard National Bank
$808K +$34.6K +320 +4%
DC
1453
Destiny Capital
Colorado
$805K +$805K +7,439 New
MCM
1454
MV Capital Management
Maryland
$805K -$49.7K -459 -6%
ACA
1455
American Capital Advisory
Idaho
$805K +$805K +7,432 New
CCWM
1456
Correct Capital Wealth Management
Missouri
$802K +$802K +7,408 New
PMFA
1457
Plante Moran Financial Advisors
Michigan
$800K +$232K +2,143 +41%
DI
1458
DFPG Investments
Utah
$799K +$46.3K +442 +6%
SIG
1459
Stonegate Investment Group
Alabama
$799K +$81.5K +753 +11%
SCG
1460
Sonata Capital Group
Washington
$797K – – –
VCM
1461
Vivaldi Capital Management
Illinois
$789K +$132K +1,265 +20%
ME
1462
McIlrath & Eck
Washington
$780K +$121K +1,122 +18%
CSWM
1463
Cassady Schiller Wealth Management
Ohio
$778K +$7.14K +66 +0.9%
CPA
1464
Cardiff Park Advisors
California
$776K +$4.22K +39 +0.5%
RG
1465
Rathbones Group
United Kingdom
$776K +$2.71K +25 +0.4%
Invesco
1466
Invesco
Georgia
$771K +$2.71K +25 +0.4%
PCH
1467
PGIM Custom Harvest
New Jersey
$769K +$154K +1,423 +25%
QCM
1468
QRG Capital Management
Illinois
$769K +$297K +2,745 +63%
KP
1469
Keel Point
Alabama
$768K -$147K -1,360 -16%
BC
1470
Barrett & Company
Rhode Island
$767K +$5.74K +53 +0.8%
C1AG
1471
Client 1st Advisory Group
Florida
$761K -$78.3K -723 -9%
BWM
1472
BKM Wealth Management
Wisconsin
$761K +$761K +7,025 New
MSWMA
1473
Market Street Wealth Management Advisors
Indiana
$758K -$140K -1,292 -16%
LWM
1474
Lyell Wealth Management
California
$756K +$20.2K +187 +3%
ICM
1475
IMS Capital Management
Oregon
$756K -$123K -1,134 -14%
57 58
59
60 61