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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
$4.06B
2
Goldman Sachs
Goldman Sachs
New York
$1.49B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.67B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.13B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$4.26M
2
HNB
Huntington National Bank
Ohio
$213M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.75B
4
UCFA
United Capital Financial Advisors
Texas
$118M
5
AAS
Annex Advisory Services
Wisconsin
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLFP
201
MPS Loria Financial Planners
Illinois
$32M +$445K +4,111 +1%
CAAS
202
Capital Asset Advisory Services
Michigan
$31.8M +$57.4K +530 +0.2%
CIA
203
Capital Investment Advisors
Georgia
$31.6M +$2.19M +20,275 +7%
FFA
204
Fi3 Financial Advisors
Indiana
$31.5M +$847K +7,823 +3%
CCWA
205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.4M +$199K +1,835 +0.6%
NA
206
Nottingham Advisors
New York
$31.2M -$788K -8,002 -2%
MA
207
MCF Advisors
Kentucky
$31.2M +$768K +7,095 +3%
HCA
208
Heck Capital Advisors
Wisconsin
$30.8M +$1.22M +11,287 +4%
NSLI
209
Nan Shan Life Insurance
Taiwan
$30.4M +$12.4M +114,600 +69%
AWM
210
Abound Wealth Management
Tennessee
$30.4M +$4.24M +39,212 +16%
MFG
211
Magnus Financial Group
New York
$30.4M +$1.29M +11,873 +4%
SC
212
Savant Capital
Illinois
$30M +$10.7M +98,672 +55%
BFPW
213
BOK Financial Private Wealth
Colorado
$29.7M +$1.62M +14,991 +6%
JIC
214
Johnson Investment Counsel
Ohio
$29.4M +$2.67M +24,648 +10%
AF
215
Ally Financial
Michigan
$29.3M – – –
HI
216
Hudock Inc
Pennsylvania
$29.1M +$29.6K +273 +0.1%
Brown Advisory
217
Brown Advisory
Maryland
$29M -$1.73M -15,957 -6%
HL
218
HeadInvest LLC
Maine
$28.9M -$144K -1,327 -0.5%
MERSOM
219
Municipal Employees' Retirement System of Michigan
Michigan
$28.9M +$961K +8,880 +3%
WAM
220
Wallington Asset Management
Indiana
$28.7M +$269K +2,485 +0.9%
HW
221
Hancock Whitney
Mississippi
$28.4M +$2.26M +20,916 +9%
DADC
222
D.A. Davidson & Co
Montana
$28.3M -$488K -4,511 -2%
QCG
223
Quadrant Capital Group
Ohio
$28.3M +$770K +7,112 +3%
SIC
224
Shoker Investment Counsel
Ohio
$28.2M +$1.26M +11,631 +5%
GC
225
Guidance Capital
Kentucky
$28M +$27.7M +257,528 +10,195%
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