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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
$4.06B
2
Goldman Sachs
Goldman Sachs
New York
$1.49B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.67B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.13B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$4.26M
2
HNB
Huntington National Bank
Ohio
$213M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.75B
4
UCFA
United Capital Financial Advisors
Texas
$118M
5
AAS
Annex Advisory Services
Wisconsin
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCIM
151
Gunn & Company Investment Management
Florida
$42.9M +$39.9M +368,962 +1,352%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$42.7M -$3.13M -28,948 -7%
PGFC
153
Peapack-Gladstone Financial Corp
New Jersey
$42.6M +$2.55M +23,548 +6%
RJT
154
Raymond James Trust
Florida
$42.5M +$7.45M +68,809 +21%
Allspring Global Investments
155
Allspring Global Investments
North Carolina
$42.3M +$238K +2,196 +0.6%
JSW
156
Journey Strategic Wealth
New Jersey
$42.1M -$11M -101,582 -21%
WP
157
WMS Partners
Maryland
$42M +$257K +2,371 +0.6%
CWM
158
Cahaba Wealth Management
Georgia
$41.2M +$2.6M +23,995 +7%
VA
159
Valmark Advisers
Ohio
$41M -$1.17M -10,776 -3%
HWA
160
HCR Wealth Advisors
California
$40.8M +$10.5M +96,781 +35%
WPA
161
West Paces Advisors
Georgia
$39.7M +$443K +4,095 +1%
Empower Advisory Group
162
Empower Advisory Group
Colorado
$39.7M -$13.2M -121,785 -25%
R
163
Rebalance
California
$39.7M +$436K +4,029 +1%
CWM
164
Calamos Wealth Management
Illinois
$39.1M +$38.2M +353,259 +4,436%
ACM
165
Arcataur Capital Management
Wisconsin
$38.9M +$475K +4,386 +1%
CTA
166
Chesley Taft & Associates
Illinois
$38.3M +$12.1M +111,598 +46%
UBV
167
United Bank (Virginia)
Virginia
$38.2M +$946K +8,735 +3%
SWM
168
Stockman Wealth Management
Montana
$38M +$1.97M +18,216 +5%
LSAG
169
Lake Street Advisors Group
New Hampshire
$37.9M -$8.67M -80,090 -19%
CCA
170
Conservest Capital Advisors
Pennsylvania
$37.1M -$141K -1,300 -0.4%
OCG
171
Opus Capital Group
Ohio
$36.5M -$668K -6,173 -2%
AFG
172
Albion Financial Group
Utah
$36.4M +$429K +3,961 +1%
BC
173
Bartlett & Co
Ohio
$36.4M -$26.1K -238 -0.1%
BCWM
174
Bartlett & Co Wealth Management
Ohio
$36.4M -$26.1K -238 -0.1%
MIA
175
MainStreet Investment Advisors
Illinois
$36.1M -$3.52M -32,527 -9%
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