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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
1
Morgan Stanley
New York
$4.06B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.49B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.67B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.13B

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$4.26M
2
HNB
2
Huntington National Bank
Ohio
$213M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.75B
4
UCFA
4
United Capital Financial Advisors
Texas
$118M
5
AAS
5
Annex Advisory Services
Wisconsin
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
2326
KPP Advisory Services
Kentucky
– -$2.8M -29,698 Closed
EL
2327
EQ LLC
Washington
– -$2.53M -26,810 Closed
IDA
2328
Intelligence Driven Advisers
California
– -$2.11M -23,015 Closed
FTUS
2329
Flow Traders U.S.
New York
– -$2.13M -22,532 Closed
LC
2330
Lavaca Capital
Texas
– -$1.54M -16,284 Closed
USAA
2331
United Services Automobile Association
Texas
– -$1.49M -15,817 Closed
CFP
2332
Cypress Financial Planning
New Jersey
– -$1.16M -12,340 Closed
YIH
2333
Y-Intercept (HK)
Hong Kong
– -$1.12M -11,926 Closed
STC
2334
Sarah T. Connolly
– -$1.12M -11,824 Closed
DI
2335
DAGCO Inc
Ohio
– -$1.81M -10,656 Closed
SBH
2336
Segall Bryant & Hamill
Illinois
– -$986K -10,457 Closed
DS
2337
DRW Securities
Illinois
– -$953K -10,100 Closed
Legacy Financial Group (Iowa)
2338
Legacy Financial Group (Iowa)
Iowa
– -$894K -9,482 Closed
PPWP
2339
Proquility Private Wealth Partners
Nevada
– -$861K -9,126 Closed
ECM
2340
ExodusPoint Capital Management
New York
– -$849K -9,000 Closed
Kovitz Investment Group Partners
2341
Kovitz Investment Group Partners
Illinois
– -$791K -8,386 Closed
EW
2342
Evoke Wealth
California
– -$734K -7,748 Closed
PFA
2343
Pinnacle Family Advisors
Missouri
– -$705K -7,473 Closed
TSS
2344
Two Sigma Securities
New York
– -$668K -7,081 Closed
HF
2345
HRT Financial
New York
– -$664K -7,041 Closed
WWP
2346
Waypoint Wealth Partners
California
– -$612K -6,489 Closed
Renaissance Technologies
2347
Renaissance Technologies
New York
– -$594K -6,300 Closed
CWM
2348
C2C Wealth Management
Arizona
– -$574K -6,186 Closed
TA
2349
Trellis Advisors
Washington
– -$549K -5,822 Closed
TWP
2350
Tower Wealth Partners
Pennsylvania
– -$540K -5,725 Closed
92 93
94
95 96