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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 %
AWM
1901
Avondale Wealth Management
Texas
$310K -$14.5K -134 -4%
PCMK
1902
Paragon Capital Management (Kansas)
Kansas
$309K +$650 +6 +0.2%
ACI
1903
Alpha Cubed Investments
California
$308K +$16.5K +152 +6%
GC
1904
GFG Capital
Florida
$306K +$34K +314 +12%
PFA
1905
Petra Financial Advisors
Colorado
$306K – – –
BL
1906
BFSG LLC
California
$306K -$13.5K -125 -4%
RPCA
1907
Running Point Capital Advisors
California
$305K – – –
AFAS
1908
Acorn Financial Advisory Services
Virginia
$305K -$7.67K -72 -2%
PBF
1909
Petix & Botte Financial
California
$304K -$758 -7 -0.2%
OC
1910
Oarsman Capital
Wisconsin
$304K -$650 -6 -0.2%
FH
1911
FWG Holdings
Florida
$304K -$6.79K -64 -2%
PWS
1912
Peloton Wealth Strategists
Indiana
$304K +$304K +2,809 New
SC
1913
Soundwatch Capital
Connecticut
$303K +$303K +2,800 New
EP
1914
EPIQ Partners
Minnesota
$303K -$8.88K -82 -3%
HB
1915
HTLF Bank
Colorado
$303K +$303K +2,796 New
WP
1916
Wealthspan Partners
Iowa
$302K -$200K -1,845 -40%
SWM
1917
SFG Wealth Management
Maryland
$301K +$35.1K +324 +13%
LAIC
1918
Lederer & Associates Investment Counsel
California
$301K – – –
HDIM
1919
Hanson & Doremus Investment Management
Vermont
$301K – – –
MAM
1920
Meeder Asset Management
Ohio
$301K +$27.4K +253 +10%
DWM
1921
Dogwood Wealth Management
Kansas
$300K +$300K +2,772 New
SJGA
1922
Stephen J. Garry & Associates
New York
$300K +$300K +2,767 New
BOM
1923
Bank of Marin
California
$299K – – –
MSS
1924
Mitchell Sinkler & Starr
Pennsylvania
$299K +$299K +2,764 New
4WM
1925
4J Wealth Management
Virginia
$299K -$1.35M -12,482 -82%
75 76
77
78 79