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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 %
HB
2276
Horizon Bancorp
Indiana
$9K -$4.95K -44 -35%
RMC
2277
Resources Management Corp
Connecticut
$9K – – –
WFA
2278
West Financial Advisors
Iowa
$8.55K -$2.27K -21 -21%
TFG
2279
Team Financial Group
California
$8.12K +$8.12K +75 New
LJHT
2280
Laurie J. Hall Trustee
$8K -$16K -150 -67%
PIP
2281
Peachtree Investment Partners
Florida
$7.25K – – –
DFA
2282
DHJJ Financial Advisors
Illinois
$7.21K +$108 +1 +2%
CCM
2283
Chilton Capital Management
Texas
$7.04K – – –
RWM
2284
Ruedi Wealth Management
Illinois
$6.82K +$6.82K +63 New
FFA
2285
Frazier Financial Advisors
Ohio
$6.24K +$6.24K +58 New
DAM
2286
Delta Asset Management
Tennessee
$5.95K – – –
CSC
2287
Caldwell Sutter Capital
California
$5.63K – – –
IF
2288
Integrity Financial
Wyoming
$4.33K – – –
NBT
2289
Northwest Bank & Trust
Iowa
$4.33K +$4.33K +40 New
SIC
2290
SJS Investment Consulting
Ohio
$3.46K -$5.09K -47 -59%
AWM
2291
AllSquare Wealth Management
New York
$3.36K – – –
TVWM
2292
Tower View Wealth Management
Wisconsin
$3K – – –
ACA
2293
Atlas Capital Advisors
Wyoming
$2.38K -$4.87K -45 -67%
GIM
2294
Gold Investment Management
Alberta, Canada
$2.27K +$2.27K +21 New
IBOK
2295
Independence Bank of Kentucky
Kentucky
$2.17K – – –
CWA
2296
Carolina Wealth Advisors
South Carolina
$1.95K – – –
GG
2297
Gleason Group
Kentucky
$1.94K – – –
EAM
2298
Eukles Asset Management
Ohio
$1.73K – – –
DFC
2299
DB Fitzpatrick & Co
Idaho
$1.41K +$1.41K +13 New
Fuller & Thaler Asset Management
2300
Fuller & Thaler Asset Management
California
$1.3K +$1.3K +12 New
90 91
92
93 94