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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 %
KFI
1476
Key Financial Inc
Pennsylvania
$755K – – –
IWP
1477
Invenio Wealth Partners
Florida
$750K -$304K -2,812 -29%
TWG
1478
The Wealth Group
Minnesota
$749K +$749K +7,228 New
GWM
1479
Greenhouse Wealth Management
Connecticut
$747K +$5.3K +49 +0.7%
FFL
1480
Financial Freedom LLC
Ohio
$742K -$57K -527 -7%
LCM
1481
LVM Capital Management
Michigan
$738K +$738K +6,815 New
FCH
1482
Freestone Capital Holdings
Washington
$731K +$866 +8 +0.1%
CWS
1483
Cypress Wealth Services
California
$730K -$111K -1,023 -13%
EBSAM
1484
Eubel Brady & Suttman Asset Management
Ohio
$730K -$41.6K -384 -5%
WPC
1485
Waters Parkerson & Co
Louisiana
$728K – – –
Two Sigma Investments
1486
Two Sigma Investments
New York
$725K +$487K +4,500 +205%
BFS
1487
Bradley Foster & Sargent
Connecticut
$725K +$14.3K +132 +2%
VWM
1488
Venturi Wealth Management
Texas
$724K -$13.6M -125,902 -95%
WCM
1489
WealthBridge Capital Management
Ohio
$722K +$6.06K +56 +0.8%
SFG
1490
Sather Financial Group
Texas
$722K – – –
ACM
1491
Advisors Capital Management
New Jersey
$721K -$2.36M -21,795 -77%
TWP
1492
Total Wealth Planning
Ohio
$720K +$7.79K +72 +1%
PCM
1493
Perritt Capital Management
Illinois
$719K +$1.84K +17 +0.3%
OWA
1494
Outlook Wealth Advisors
Texas
$719K -$29.9K -276 -4%
BFA
1495
Bragg Financial Advisors
North Carolina
$718K +$11.9K +110 +2%
IA
1496
Insight Advisors
Pennsylvania
$713K -$1.52K -14 -0.2%
AA
1497
Argent Advisors
Louisiana
$713K – – –
NWM
1498
Napa Wealth Management
California
$712K +$712K +6,574 New
IP
1499
Ignite Planners
California
$710K -$323 -3 -0%
LWCFA
1500
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$709K -$197K -1,895 -22%
58 59
60
61 62