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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 %
AT
1976
American Trust
Kentucky
$263K +$263K +2,432 New
Toronto Dominion Bank
1977
Toronto Dominion Bank
Ontario, Canada
$260K – – –
CK
1978
Cohen Klingenstein
New York
$260K – – –
WC
1979
Wynn Capital
Georgia
$260K +$260K +2,400 New
WAG
1980
Wallace Advisory Group
California
$258K – – –
MGW
1981
MB Generational Wealth
Washington
$257K +$257K +2,372 New
MCA
1982
Maryland Capital Advisors
Maryland
$257K – – –
SCM
1983
Schnieders Capital Management
California
$256K -$4.87K -45 -2%
CSB
1984
City State Bank
Iowa
$255K – – –
CICC
1985
Capital Investment Counsel (Colorado)
Colorado
$255K +$255K +2,354 New
BS
1986
Banco Santander
Spain
$255K -$291K -2,684 -53%
PD
1987
Planning Directions
Pennsylvania
$253K -$16.6K -153 -6%
IAG
1988
Investmark Advisory Group
Connecticut
$253K +$1.84K +17 +0.7%
PCA
1989
Prosperity Capital Advisors
Ohio
$253K -$97.4K -899 -28%
AWM
1990
Aberdeen Wealth Management
Illinois
$252K – – –
WFA
1991
Wade Financial Advisory
California
$252K +$252K +2,329 New
GI
1992
GLOBALT Investments
Georgia
$252K +$252K +2,327 New
CIS
1993
Connors Investor Services
Pennsylvania
$251K -$3.79K -35 -1%
AF
1994
Apollon Financial
South Carolina
$251K +$251K +2,318 New
SWM
1995
Sugarloaf Wealth Management
Georgia
$250K +$433 +4 +0.2%
SPW
1996
Sonoma Private Wealth
California
$250K +$250K +2,309 New
RJTCONH
1997
Raymond James Trust Company of New Hampshire
New Hampshire
$250K +$433 +4 +0.2%
BWP
1998
Bernardo Wealth Planning
Pennsylvania
$247K -$15.9K -147 -6%
KWM
1999
Kaydan Wealth Management
Michigan
$247K +$4.98K +46 +2%
MFS
2000
Madrona Financial Services
Washington
$247K -$21.5K -199 -8%
78 79
80
81 82