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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 %
IRAG
2101
Investment Research & Advisory Group
Georgia
$192K +$5.95K +55 +3%
VAMG
2102
Voisard Asset Management Group
Michigan
$184K +$184K +1,704 New
GA
2103
GoalVest Advisory
New York
$184K -$2.38K -22 -1%
AC
2104
AlphaCore Capital
California
$179K -$28.1K -260 -14%
OIA
2105
Optimum Investment Advisors
Illinois
$176K -$1.52K -14 -0.9%
VWA
2106
Valued Wealth Advisors
Utah
$175K +$175K +1,850 New
AA
2107
Addison Advisors
Vermont
$168K – – –
AIC
2108
Archer Investment Corporation
Indiana
$167K +$154K +1,422 +1,138%
LB
2109
Legacy Bridge
Iowa
$167K +$27.1K +250 +19%
MWM
2110
MGB Wealth Management
Texas
$165K +$165K +1,521 New
SIM
2111
Studio Investment Management
Illinois
$164K +$155K +1,435 +1,729%
DAC
2112
Dividend Assets Capital
South Carolina
$163K – – –
IWA
2113
Icon Wealth Advisors
Texas
$163K +$163K +1,501 New
CJ
2114
Caitlin John
Michigan
$162K +$162K +1,492 New
SAM
2115
S.A. Mason
Michigan
$160K – – –
IFAM
2116
Institutional & Family Asset Management
Colorado
$160K -$79.5K -734 -33%
CG
2117
Cutler Group
California
$155K +$15.1K +140 +11%
VCM
2118
Versant Capital Management
Arizona
$154K +$541 +5 +0.4%
GFPC
2119
Global Financial Private Client
Florida
$153K -$8.66K -80 -5%
JGIA
2120
Jackson Grant Investment Advisers
Connecticut
$153K +$216 +2 +0.1%
GI
2121
Gradient Investments
Minnesota
$153K +$40.4K +373 +36%
WBC
2122
West Branch Capital
Massachusetts
$147K +$216 +2 +0.1%
AP
2123
Atwood & Palmer
Missouri
$146K +$42.4K +392 +41%
CFS
2124
CGC Financial Services
Oregon
$146K – – –
GWANC
2125
Guardian Wealth Advisors (North Carolina)
North Carolina
$146K +$32.3K +298 +28%
83 84
85
86 87