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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$388M +$5.13M +47,356 +1%
RFC
27
Regions Financial Corp
Alabama
$384M +$2.73M +25,262 +0.7%
NMIMC
28
Northwestern Mutual Investment Management Company
Wisconsin
$372M -$49.9M -460,905 -12%
CAM
29
Cresset Asset Management
Illinois
$335M +$2.23M +20,576 +0.7%
HighTower Advisors
30
HighTower Advisors
Illinois
$327M -$11.7M -108,034 -3%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$309M +$143M +1,324,076 +87%
Osaic Holdings
32
Osaic Holdings
Arizona
$293M -$2.53M -23,403 -0.9%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$268M +$7.82M +72,246 +3%
AA
34
Acorns Advisers
California
$260M +$9.4M +86,833 +4%
CCMG
35
Clark Capital Management Group
Pennsylvania
$236M +$89.5M +826,550 +61%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$233M -$12.5M -115,577 -5%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$230M +$230M +2,127,937 New
CWM
38
Circle Wealth Management
New Jersey
$229M +$2.81K +26 +0%
HTC
39
Haverford Trust Company
Pennsylvania
$226M -$4.96M -45,848 -2%
AA
40
Alesco Advisors
New York
$217M -$37.2M -343,311 -15%
Mariner
41
Mariner
Kansas
$214M +$11.5M +106,487 +6%
HNB
42
Huntington National Bank
Ohio
$213M -$189M – –
CCA
43
Catalyst Capital Advisors
New York
$196M -$33.8M -312,384 -15%
MRC
44
Millburn Ridgefield Corp
New York
$196M -$33.8M -312,384 -15%
Members Trust
45
Members Trust
Florida
$195M -$17.5M -159,478 -8%
Citigroup
46
Citigroup
New York
$192M -$5.07M -46,798 -3%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$188M +$1.23M +11,169 +0.7%
VFA
48
Valeo Financial Advisors
Indiana
$181M +$1.69M +16,587 +0.9%
Creative Planning
49
Creative Planning
Kansas
$177M +$13.7M +126,680 +8%
WANY
50
Wealthspire Advisors (New York)
New York
$171M +$4.36M +40,257 +3%
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