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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 %
PFA
1576
Professional Financial Advisors
Nebraska
$602K +$433 +4 +0.1%
AAMC
1577
Asset Allocation & Management Company
Illinois
$600K – – –
WTA
1578
Washington Trust Advisors
Massachusetts
$600K +$506K +4,672 +539%
SFA
1579
Source Financial Advisors
New York
$599K +$11.8K +109 +2%
GJIA
1580
Glass Jacobson Investment Advisors
Maryland
$599K -$42.1K -389 -7%
OFG
1581
Oxford Financial Group
Indiana
$598K +$42.7K +394 +8%
GWM
1582
GDS Wealth Management
Texas
$597K +$137K +1,265 +30%
CIA
1583
Compass Ion Advisors
Pennsylvania
$597K -$146K -1,345 -20%
RA
1584
Ruggaard & Associates
Ohio
$594K -$27.1K -250 -4%
GIA
1585
Goodwin Investment Advisory
Georgia
$594K -$496K -4,579 -46%
MRCM
1586
M&R Capital Management
New Jersey
$593K +$157K +1,452 +36%
HPM
1587
Hoxton Planning & Management
West Virginia
$593K -$67.1K -620 -10%
EFG
1588
Ethos Financial Group
Pennsylvania
$593K +$33.6K +310 +6%
CB
1589
CNB Bank
Pennsylvania
$592K -$21.7K -200 -4%
MCM
1590
McRae Capital Management
New Jersey
$591K +$4.55K +42 +0.8%
TIM
1591
Thompson Investment Management
Wisconsin
$588K +$588K +5,429 New
FM
1592
Family Management
New York
$586K -$10.6M -98,115 -95%
RRWA
1593
Rainey & Randall Wealth Advisors
Florida
$585K +$25K +231 +4%
WAL
1594
W Advisors LLC
Tennessee
$585K -$78.8K -728 -12%
EB
1595
Exchange Bank
California
$585K – – –
GWMR
1596
GC Wealth Management RIA
Massachusetts
$585K +$585K +5,401 New
LFG
1597
Larson Financial Group
Missouri
$583K +$9.85K +91 +2%
HPA
1598
High Probability Advisors
New York
$583K – – –
DACG
1599
Donor Advised Charitable Giving
California
$583K +$30.5K +282 +6%
SAM
1600
SP Asset Management
California
$582K +$4.22K +39 +0.7%
62 63
64
65 66