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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 %
TAM
1951
TCP Asset Management
Ohio
$279K +$108 +1 +0%
ACIM
1952
Azimuth Capital Investment Management
Michigan
$279K -$118K -1,089 -30%
IFO
1953
Independent Family Office
New York
$279K – – –
SCM
1954
Stordahl Capital Management
Colorado
$275K – – –
NHC
1955
Nicholas Hoffman & Company
Georgia
$275K +$14.4K +133 +6%
TI
1956
tru Independence
Oregon
$271K +$271K +2,505 New
BPCE
1957
Bank Pictet & Cie (Europe)
Germany
$271K +$271K +2,500 New
IC
1958
Iconiq Capital
California
$269K +$1.95K +18 +0.7%
DLCIG
1959
D.L. Carlson Investment Group
New Hampshire
$268K +$268K +2,471 New
DWM
1960
Denver Wealth Management
Colorado
$268K +$268K +2,479 New
FG
1961
Fairman Group
Pennsylvania
$268K +$268K +2,478 New
EGA
1962
E&G Advisors
Texas
$268K +$268K +2,476 New
FVCM
1963
F&V Capital Management
Florida
$268K +$3.79K +35 +1%
MHR
1964
Matthew Hamilton Rosenberg
$267K -$23.4K -216 -8%
FAN
1965
Financial Advisors Network
California
$267K -$5.41K -50 -2%
LWA
1966
Lantern Wealth Advisors
New York
$267K +$267K +2,463 New
CWM
1967
Collaborative Wealth Management
Florida
$266K -$13.9K -128 -5%
CWP
1968
Corepath Wealth Partners
Arizona
$266K +$4.38K +42 +2%
EFH
1969
Eaton Financial Holdings
Florida
$265K -$34.4K -318 -11%
CSWG
1970
Cardinal Strategic Wealth Guidance
Kentucky
$265K +$1.19K +11 +0.5%
TB
1971
Terril Brothers
Missouri
$265K – – –
RCM
1972
Radnor Capital Management
Pennsylvania
$264K +$264K +2,443 New
LA
1973
LVW Advisors
New York
$264K -$5.41K -50 -2%
TFA
1974
Teamwork Financial Advisors
Texas
$264K -$829K -7,655 -76%
LWM
1975
Laidlaw Wealth Management
New York
$263K +$12.3K +114 +5%
77 78
79
80 81