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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 %
QCM
1501
Quantinno Capital Management
New York
$708K +$708K +6,539 New
FPB
1502
First PREMIER Bank
South Dakota
$706K – – –
WLIM
1503
White Lighthouse Investment Management
Massachusetts
$698K -$29.8K -275 -4%
TI
1504
Truepoint Inc
Ohio
$698K -$96.2K -889 -12%
AIS
1505
American Investment Services
Massachusetts
$697K -$2.17K -20 -0.3%
LCC
1506
Lincoln Capital Corp
Rhode Island
$697K +$1.3K +12 +0.2%
BLC
1507
Brown, Lisle/Cummings
Rhode Island
$697K +$11.2K +103 +2%
AIA
1508
Angeles Investment Advisors
California
$696K +$163K +1,505 +31%
SCA
1509
Sandy Cove Advisors
Massachusetts
$694K +$358K +3,303 +106%
MSFS
1510
Main Street Financial Solutions
Pennsylvania
$694K +$649 +6 +0.1%
TFM
1511
Trademark Financial Management
Minnesota
$692K +$692K +6,391 New
PT
1512
Plimoth Trust
Massachusetts
$685K +$179K +1,655 +35%
TGCMU
1513
Titan Global Capital Management USA
New York
$685K -$1.03M -9,531 -60%
FCM
1514
Firestone Capital Management
Florida
$683K -$3.25K -30 -0.5%
MWM
1515
MY Wealth Management
Maryland
$683K +$1.41K +13 +0.2%
GCA
1516
Gradient Capital Advisors
California
$682K -$33.9K -313 -5%
SPIO
1517
Seven Post Investment Office
California
$682K -$273K -2,523 -29%
CFS
1518
Commonwealth Financial Services
West Virginia
$682K -$649 -6 -0.1%
HSG
1519
Helen Stephens Group
Texas
$681K +$119K +1,103 +21%
BA
1520
Brightwater Advisory
Florida
$680K +$680K +6,282 New
GSC
1521
Grey Street Capital
Illinois
$680K +$5.09K +47 +0.8%
TCM
1522
TD Capital Management
Tennessee
$678K -$28.1K -260 -4%
PTB
1523
Pioneer Trust Bank
Oregon
$676K +$8.01K +74 +1%
JCM
1524
Janney Capital Management
Pennsylvania
$676K -$22.4K -207 -3%
1WA
1525
180 Wealth Advisors
Washington
$675K +$31.6K +293 +5%
59 60
61
62 63