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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 %
FA
2051
FF Advisors
California
$224K +$224K +2,072 New
VWA
2052
VERITY Wealth Advisors
United States
$224K +$224K +2,072 New
BWA
2053
Beam Wealth Advisors
Louisiana
$224K +$224K +2,070 New
RIM
2054
Rockbridge Investment Management
New York
$224K +$224K +2,070 New
CC
2055
Callan Capital
California
$223K +$223K +2,064 New
KFA
2056
Kapstone Financial Advisors
Ohio
$222K +$222K +2,093 New
RWM
2057
Revisor Wealth Management
Ohio
$222K +$222K +2,046 New
SCA
2058
Stonebridge Capital Advisors
Minnesota
$219K – – –
PIA
2059
Petredis Investment Advisors
Pennsylvania
$219K +$219K +2,020 New
OWA
2060
ORBA Wealth Advisors
Illinois
$218K +$218K +2,015 New
HKIMG
2061
Hutchens & Kramer Investment Management Group
Indiana
$218K +$218K +2,012 New
IFWM
2062
Institute for Wealth Management
Colorado
$217K +$217K +2,007 New
EA
2063
Eclectic Associates
California
$217K +$217K +2,000 New
DAM
2064
Derbend Asset Management
Georgia
$215K +$215K +1,987 New
LF
2065
LifePlan Financial
Minnesota
$215K +$215K +1,985 New
AR
2066
Apeiron RIA
Texas
$214K +$214K +1,975 New
MCM
2067
Manchester Capital Management
Vermont
$214K – – –
GSIAS
2068
Garden State Investment Advisory Services
New Jersey
$214K +$214K +1,973 New
PSP
2069
Pacific Sage Partners
Washington
$213K +$213K +1,972 New
ACM
2070
Advance Capital Management
Michigan
$213K -$116K -1,069 -35%
WCG
2071
Weaver Consulting Group
California
$213K +$213K +1,969 New
FMTCOCP
2072
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$213K – – –
IWS
2073
Integrity Wealth Solutions
Colorado
$213K +$213K +1,965 New
SFP
2074
Sandbox Financial Partners
Maryland
$213K +$213K +1,965 New
SF
2075
Safeguard Financial
Wisconsin
$212K +$212K +1,962 New
81 82
83
84 85