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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 %
SWM
1651
Sterling Wealth Management
Illinois
$515K +$515K +4,754 New
NSIM
1652
North Star Investment Management
Illinois
$514K +$10.5K +97 +2%
Acadian Asset Management
1653
Acadian Asset Management
Massachusetts
$513K -$416K -3,851 -45%
ACM
1654
Andina Capital Management
Utah
$513K +$513K +4,739 New
EWM
1655
Endowment Wealth Management
Wisconsin
$513K +$36.6K +338 +8%
CPA
1656
Clear Point Advisors
New York
$513K +$513K +4,737 New
FA
1657
FC Advisory
Pennsylvania
$511K +$22.2K +205 +5%
BCM
1658
Bayesian Capital Management
New York
$511K +$511K +4,720 New
NIC
1659
Northwest Investment Counselors
Oregon
$509K +$325 +3 +0.1%
SCM
1660
Seascape Capital Management
New Hampshire
$508K -$13.7K -127 -3%
DIP
1661
DT Investment Partners
Pennsylvania
$506K -$104K -974 -17%
CKAIS
1662
Christensen King & Associates Investment Services
Washington
$505K +$505K +4,665 New
LFRG
1663
Lazard Frères Gestion
France
$504K – – –
SNB
1664
Security National Bank
Nebraska
$502K -$36.8K -340 -7%
PWA
1665
Primoris Wealth Advisors
Florida
$502K +$502K +4,638 New
ARA
1666
Alexander Randolph Advisory
Virginia
$502K +$502K +4,638 New
AGM
1667
Alpine Global Management
New York
$498K -$129K -1,194 -21%
HP
1668
Holistic Planning
Texas
$498K +$498K +4,596 New
MCM
1669
Mitchell Capital Management
Kansas
$498K +$8.55K +79 +2%
T. Rowe Price Associates
1670
T. Rowe Price Associates
Maryland
$497K – – –
FAG
1671
Fortitude Advisory Group
Washington
$495K +$2.81K +26 +0.6%
SPWG
1672
Sage Private Wealth Group
Illinois
$495K +$495K +4,573 New
NJIM
1673
Nabity-Jensen Investment Management
Nebraska
$494K +$494K +4,567 New
CTWM
1674
Cherry Tree Wealth Management
Minnesota
$494K – – –
ClearBridge Investments
1675
ClearBridge Investments
New York
$492K -$103K -948 -17%
65 66
67
68 69