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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 %
TCWM
2026
Total Clarity Wealth Management
Illinois
$235K +$541 +5 +0.2%
CFO
2027
Collective Family Office
Pennsylvania
$234K – – –
BF
2028
Brogan Financial
Tennessee
$233K +$233K +2,151 New
GA
2029
GSG Advisors
New Jersey
$232K +$232K +2,211 New
WWP
2030
Walden Wealth Partners
Ohio
$232K +$232K +2,140 New
RFA
2031
Register Financial Advisors
Georgia
$231K +$55.8K +515 +32%
MWA
2032
Motive Wealth Advisors
Michigan
$231K – – –
DJSG
2033
D.J. St. Germain
Massachusetts
$231K +$8.23K +76 +4%
SA
2034
SRH Advisors
Kansas
$230K -$14.8K -137 -6%
CAM
2035
CPA Asset Management
Florida
$230K +$230K +2,126 New
SWA
2036
SFMG Wealth Advisors
Texas
$230K +$230K +2,125 New
EP
2037
Eudaimonia Partners
Tennessee
$230K -$93.6K -865 -29%
MFWP
2038
Mosaic Family Wealth Partners
Missouri
$230K +$230K +2,122 New
IIA
2039
ICW Investment Advisors
Arizona
$229K +$229K +2,119 New
HWA
2040
Heritage Wealth Advisors
Virginia
$229K +$194K +1,788 +552%
MFG
2041
MidWestOne Financial Group
Iowa
$228K +$228K +2,110 New
FNB
2042
Farmers National Bank
Kentucky
$228K +$228K +2,102 New
RWG
2043
Regal Wealth Group
California
$227K +$314 +3 +0.1%
NWM
2044
Northwest Wealth Management
Iowa
$227K -$3.68K -34 -2%
BCM
2045
Barometer Capital Management
Ontario, Canada
$227K +$227K +2,100 New
UAS
2046
United Asset Strategies
New York
$227K +$227K +2,093 New
PNC
2047
Park National Corp
Ohio
$226K +$226K +2,091 New
WWM
2048
Wagner Wealth Management
South Carolina
$226K +$10.7K +99 +5%
ANB
2049
Amarillo National Bank
Texas
$225K +$225K +2,076 New
EAM
2050
Empirical Asset Management
Massachusetts
$224K +$224K +2,073 New
80 81
82
83 84