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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 %
KWM
2076
Koa Wealth Management
California
$212K +$212K +1,960 New
BEC
2077
Blue Edge Capital
Virginia
$212K +$212K +1,960 New
MPI
2078
Mairs & Power Inc
Minnesota
$211K -$41.6K -384 -16%
JLBC
2079
J.L. Bainbridge & Co
Florida
$211K +$211K +1,946 New
AMCA
2080
Arthur M. Cohen & Associates
Illinois
$209K +$209K +1,929 New
HWP
2081
Heritage Wealth Partners
Ohio
$208K +$208K +1,923 New
HHGA
2082
Halbert Hargrove Global Advisors
California
$208K +$208K +1,921 New
AAM
2083
Augustine Asset Management
Florida
$208K -$48.5K -448 -19%
FC
2084
FCA Corp
Texas
$207K +$207K +1,910 New
TW
2085
Towerpoint Wealth
California
$206K +$206K +1,906 New
ICM
2086
Islay Capital Management
Texas
$206K -$52K -480 -20%
EARNEST Partners
2087
EARNEST Partners
Georgia
$206K +$205K +1,896 +47,400%
MAP
2088
Moody Aldrich Partners
Massachusetts
$206K +$206K +1,900 New
LCM
2089
Logan Capital Management
Pennsylvania
$204K – – –
FFM
2090
Forum Financial Management
Illinois
$204K -$72.1K -666 -26%
NIM
2091
Nicollet Investment Management
Minnesota
$204K +$204K +1,885 New
GWM
2092
Graybill Wealth Management
Illinois
$202K +$202K +1,870 New
DW
2093
Dodds Wealth
Colorado
$202K +$202K +1,869 New
JPG
2094
Jordan Park Group
California
$201K -$221K -2,046 -52%
APIM
2095
Agate Pass Investment Management
Washington
$200K +$200K +1,852 New
FIC
2096
FCG Investment Company
Tennessee
$200K +$200K +1,852 New
FLC
2097
Fifth Lane Capital
Texas
$200K +$200K +1,850 New
NF
2098
Norwood Financial
Pennsylvania
$199K -$1.08K -10 -0.5%
FFC
2099
First Financial Corp
Indiana
$197K – – –
GI
2100
GAMMA Investing
California
$194K +$194K +1,868 New
82 83
84
85 86