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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 %
OAM
126
Oppenheimer Asset Management
New York
$52.7M -$1.23M -11,344 -2%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$52.3M +$1.46M +13,532 +3%
APCM
128
Alaska Permanent Capital Management
Alaska
$52.1M +$1.06M +9,826 +2%
KA
129
Klingman & Associates
New York
$52M +$1.85M +17,109 +4%
FT
130
Fiduciary Trust
Massachusetts
$51.7M +$3.6M +33,272 +7%
AWS
131
Atria Wealth Solutions
New York
$51.3M +$5.61M +51,828 +12%
Bank of Nova Scotia
132
Bank of Nova Scotia
Ontario, Canada
$50.6M -$26.5K -245 -0.1%
FA
133
Financial Advisors
Massachusetts
$50.5M +$49.9M +460,528 +7,168%
EH
134
Equitable Holdings
New York
$48.7M +$6.23M +57,557 +15%
TC
135
Telemus Capital
Michigan
$48.6M -$2.73M -25,202 -5%
FLPIM
136
F.L. Putnam Investment Management
Massachusetts
$48.4M +$3.09M +28,572 +7%
QWP
137
Quotient Wealth Partners
Texas
$48.2M +$48.2M +445,470 New
MWM
138
Mission Wealth Management
California
$47.7M +$4.19M +38,671 +10%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$47.4M +$704K +6,502 +2%
LWMT
140
Legacy Wealth Management (Tennessee)
Tennessee
$47.2M +$2.55M +23,569 +6%
VC
141
Vicus Capital
Pennsylvania
$47.2M -$1.91M -17,622 -4%
BSB
142
Bangor Savings Bank
Maine
$46.9M +$1.93M +17,852 +4%
GW
143
GW & Wade
Massachusetts
$46.8M +$2.97M +27,417 +7%
NA
144
NewEdge Advisors
Louisiana
$46.7M +$4.31M +40,122 +10%
NQWM
145
Northwest Quadrant Wealth Management
Oregon
$46.4M +$226K +2,090 +0.5%
AAS
146
Annex Advisory Services
Wisconsin
$45.9M -$91.5M -845,341 -67%
SFG
147
Sage Financial Group
Pennsylvania
$45.4M -$509K -4,699 -1%
WA
148
Wealth Architects
California
$45.3M -$571K -5,279 -1%
CI
149
Conning Inc
Connecticut
$42.9M +$2.7M +24,939 +7%
CPSAC
150
Chas P. Smith & Associates (CPS)
Florida
$42.9M -$50K -462 -0.1%
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