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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 %
OWM
1926
OneAscent Wealth Management
Alabama
$299K -$25K -231 -8%
BMM
1927
Buffington Mohr McNeal
Idaho
$298K +$298K +2,749 New
HWMA
1928
Heritage Wealth Management (Arizona)
Arizona
$297K +$297K +2,739 New
MA
1929
MJP Associates
Connecticut
$296K +$296K +2,733 New
CWA
1930
Clearview Wealth Advisors
Oregon
$296K -$9.96K -92 -3%
KCM
1931
Kathmere Capital Management
Pennsylvania
$294K -$5.09K -47 -2%
HT
1932
Headlands Technologies
Illinois
$293K -$898K -8,298 -75%
PCS
1933
Private Client Services
Kentucky
$293K +$293K +2,708 New
SFS
1934
Stiles Financial Services
Minnesota
$293K -$72K -665 -20%
AIP
1935
ARS Investment Partners
New York
$292K – – –
FA
1936
FSA Advisors
Michigan
$291K +$291K +2,692 New
AWM
1937
Aries Wealth Management
Maine
$291K – – –
BWM
1938
BCGM Wealth Management
Indiana
$291K +$2.06K +19 +0.7%
PA
1939
Parkside Advisors
California
$288K – – –
TWP
1940
Tempus Wealth Planning
California
$288K +$52.9K +489 +23%
TCOTS
1941
Trust Company of the South
North Carolina
$287K +$287K +2,652 New
LA
1942
LM Advisors
California
$287K +$287K +2,647 New
WI
1943
WrapManager Inc
California
$286K -$27.7K -256 -9%
AFA
1944
AA Financial Advisors
Ohio
$286K +$286K +2,639 New
BAMG
1945
Brand Asset Management Group
Missouri
$284K -$758 -7 -0.3%
CWM
1946
Certus Wealth Management
California
$282K +$1.95K +18 +0.7%
WRPWM
1947
Werba Rubin Papier Wealth Management
California
$282K -$16.2K -150 -5%
IP
1948
Investment Partners
Ohio
$281K +$650 +6 +0.2%
CWM
1949
Capital Wealth Management
Rhode Island
$281K – – –
APC
1950
Asset Planning Corporation
Tennessee
$280K +$758 +7 +0.3%
76 77
78
79 80