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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 %
SSB
101
Sandy Spring Bank
Maryland
$68.4M +$2.18M +20,150 +3%
BCI
102
Brinker Capital Investments
Pennsylvania
$68.2M +$10.9M +102,291 +19%
OPS
103
Orion Portfolio Solutions
Nebraska
$68.2M +$10.9M +102,291 +19%
AWM
104
AE Wealth Management
Kansas
$67.1M -$6.86M -64,737 -9%
AssetMark Inc
105
AssetMark Inc
California
$66.1M -$871K -8,047 -1%
GT
106
Glenview Trust
Kentucky
$64M +$2.35M +21,688 +4%
SIC
107
Sigma Investment Counselors
Michigan
$63.5M +$39.6K +366 +0.1%
SCM
108
Steele Capital Management
Iowa
$63.3M +$63.3M +584,622 New
ODIJL
109
One Day In July LLC
Vermont
$62.7M +$2.79M +25,815 +5%
OC
110
Oakworth Capital
Alabama
$62.4M -$332K -3,069 -0.5%
BF
111
BOK Financial
Oklahoma
$61.9M +$8.08M +74,681 +15%
MAWA
112
Moss Adams Wealth Advisors
Washington
$61.7M +$1.38M +12,707 +2%
WT
113
Whittier Trust
California
$60.2M -$14.6M -134,460 -19%
SLT
114
St Louis Trust
Missouri
$60.2M +$650K +6,005 +1%
FBFS
115
First Business Financial Services
Wisconsin
$60.1M +$787K +7,273 +1%
GIM
116
Goelzer Investment Management
Indiana
$58.4M +$2.79M +25,744 +5%
PAG
117
Private Advisor Group
New Jersey
$58.2M +$8.15M +75,282 +16%
BCM
118
Becker Capital Management
Oregon
$56.5M +$5.52M +50,976 +11%
SPIA
119
Steward Partners Investment Advisory
New York
$56.4M -$23.9M -220,552 -30%
AF
120
Arrow Financial
New York
$55.6M +$209K +1,933 +0.4%
FIB
121
First Interstate Bank
Montana
$54.1M +$2.73M +25,209 +5%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$53.6M +$7.71M +71,264 +17%
FSC
123
Full Sail Capital
Oklahoma
$53.5M -$1.46M -13,516 -3%
SWP
124
Stratos Wealth Partners
Ohio
$53.4M -$358K -3,309 -0.7%
SF
125
Synovus Financial
Georgia
$53M -$149K -1,379 -0.3%
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5
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