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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 %
Cerity Partners
51
Cerity Partners
New York
$170M +$39M +360,116 +30%
State Street
52
State Street
Massachusetts
$166M -$24.9M -230,010 -13%
MGIA
53
Moneta Group Investment Advisors
Missouri
$151M +$57.8M +533,883 +62%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$147M +$6.89M +63,663 +5%
NFA
55
Nationwide Fund Advisors
Ohio
$139M -$17.7M -163,837 -11%
MCM
56
MAI Capital Management
Ohio
$137M +$6.68M +61,665 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$133M +$5.53M +51,094 +4%
Comerica Bank
58
Comerica Bank
Texas
$129M -$8.96M -82,800 -7%
Charles Schwab
59
Charles Schwab
California
$128M -$5.2M -48,018 -4%
WCF
60
West Coast Financial
California
$125M +$33.7M +311,569 +37%
M&T Bank
61
M&T Bank
New York
$125M -$1.36M -12,544 -1%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$120M -$4.17M -38,496 -3%
MWM
63
Modera Wealth Management
New Jersey
$118M +$29.7M +274,582 +33%
UCFA
64
United Capital Financial Advisors
Texas
$118M -$92.5M -854,167 -44%
Stifel Financial
65
Stifel Financial
Missouri
$112M +$5.3M +48,998 +5%
Jane Street
66
Jane Street
New York
$109M +$65.5M +605,219 +151%
Franklin Resources
67
Franklin Resources
California
$108M +$5.64M +52,059 +5%
KAS
68
Kestra Advisory Services
Texas
$106M +$9.68M +89,424 +10%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$106M +$2.73M +25,216 +3%
FMII
70
Farmers & Merchants Investments Inc
Nebraska
$99M +$2.02M +18,646 +2%
AIM
71
Acropolis Investment Management
Missouri
$96.7M +$352K +3,205 +0.4%
UB
72
UMB Bank
Missouri
$95.6M -$4.63M -42,743 -5%
MFIM
73
Mesirow Financial Investment Management
Illinois
$94.8M +$94.8M +1,060,657 New
BIM
74
Bridges Investment Management
Nebraska
$93.6M -$8.09M -74,719 -8%
BBA
75
BLB&B Advisors
Pennsylvania
$91.2M +$44.4K +410 +0%
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3
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