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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 %
CAN
76
Cetera Advisor Networks
California
$90.4M -$133K -1,232 -0.1%
CWM
77
Connecticut Wealth Management
Connecticut
$90.3M +$9.59M +88,581 +12%
Corient Private Wealth
78
Corient Private Wealth
Florida
$90.2M +$12.8M +118,236 +17%
MP
79
Mangrove Partners
Connecticut
$88.1M +$88.1M +813,521 New
Victory Capital Management
80
Victory Capital Management
Texas
$87.6M -$22.8M -210,379 -21%
GT
81
Greenleaf Trust
Michigan
$87.3M +$743K +6,868 +0.9%
SWM
82
SigFig Wealth Management
California
$86.9M +$2.69M +24,865 +3%
Bessemer Group
83
Bessemer Group
New Jersey
$84.5M +$1.8M +16,633 +2%
SFA
84
Sequoia Financial Advisors
Ohio
$84.4M +$7.88M +72,808 +10%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$84.3M -$17.3M -159,503 -17%
DWM
86
Destination Wealth Management
California
$84M -$584K -5,396 -0.7%
AI
87
Accredited Investors
Minnesota
$81.3M -$766K -7,079 -0.9%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$80M -$30.4M -280,632 -28%
AF
89
Allworth Financial
California
$78.8M +$4.56M +42,095 +6%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$76.7M +$4.94M +45,671 +7%
AAS
91
Avantax Advisory Services
Texas
$75.7M -$326K -3,011 -0.4%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$75.3M +$5.26M +48,583 +8%
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75M +$8.69M +80,292 +13%
LI
94
LVZ Inc
Michigan
$74.5M +$2.34M +21,661 +3%
MMEA
95
Main Management ETF Advisors
California
$73.6M +$73.6M +679,470 New
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$73.3M +$5.58M +51,542 +8%
BIAS
97
Beacon Investment Advisory Services
New Jersey
$72.6M +$625K +5,775 +0.9%
TIAA Trust, National Association
98
TIAA Trust, National Association
North Carolina
$72M +$2.55M +23,573 +4%
FNT
99
First National Trust
Pennsylvania
$71.8M -$8.3M -76,708 -10%
WAG
100
Winthrop Advisory Group
Massachusetts
$70M +$69.6M +660,955 +15,775%
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