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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 %
HT
1851
Heritage Trust
Oklahoma
$343K +$6.5K +60 +2%
FC
1852
Forte Capital
New York
$343K +$48.2K +445 +16%
NCM
1853
Northside Capital Management
Oregon
$342K +$1.3K +12 +0.4%
FPWM
1854
FSB Premier Wealth Management
Iowa
$340K +$17.2K +159 +5%
IPAM
1855
Investment Partners Asset Management
New Jersey
$335K +$335K +3,092 New
NIWA
1856
New Insight Wealth Advisors
California
$334K +$334K +3,083 New
RCM
1857
RMR Capital Management
California
$334K +$334K +3,083 New
CHAM
1858
Clear Harbor Asset Management
Connecticut
$334K – – –
WB
1859
Webster Bank
Connecticut
$334K – – –
MMHP
1860
Murphy Middleton Hinkle & Parker
Georgia
$333K – – –
WG
1861
Welch Group
Alabama
$333K -$107K -991 -24%
JWM
1862
JGP Wealth Management
Oregon
$333K +$78.7K +727 +31%
CWS
1863
Confluence Wealth Services
Pennsylvania
$332K -$35K -323 -10%
MPW
1864
Monterey Private Wealth
California
$331K – – –
SAM
1865
Sawgrass Asset Management
Florida
$331K +$6.17K +57 +2%
MA
1866
Modus Advisors
Minnesota
$331K +$331K +3,055 New
BFG
1867
Beacon Financial Group
Texas
$329K +$3.25K +30 +1%
BTW
1868
Boston Trust Walden
Massachusetts
$328K – – –
SWM
1869
Selective Wealth Management
Virginia
$328K -$52.1K -498 -14%
MFG
1870
Midwest Financial Group
Kansas
$327K +$37.3K +344 +13%
SFG
1871
SNS Financial Group
Minnesota
$326K – – –
SCM
1872
Shelton Capital Management
Colorado
$325K – – –
SAM
1873
Selway Asset Management
$325K – – –
TWA
1874
TCI Wealth Advisors
Arizona
$324K +$4.22K +39 +1%
SBIA
1875
Sheaff Brock Investment Advisors
Indiana
$323K +$4.44K +41 +1%
73 74
75
76 77