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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 %
RWM
176
RKL Wealth Management
Pennsylvania
$35.7M +$1.52M +13,996 +4%
HS
177
Horan Securities
United States
$35.6M -$1.49M -13,803 -4%
Lazard Asset Management
178
Lazard Asset Management
New York
$35.5M -$288K -2,660 -0.8%
CA
179
Cetera Advisors
Colorado
$35.3M +$666K +6,155 +2%
SWPG
180
Strategic Wealth Partners Group
Illinois
$35.2M +$913K +8,438 +3%
ECG
181
Edge Capital Group
Georgia
$35M -$1.7M -15,696 -5%
LSERS
182
Louisiana State Employees Retirement System
Louisiana
$34.7M -$476K -4,400 -1%
FMC
183
First Merchants Corp
Indiana
$34.7M +$739K +6,826 +2%
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$34.4M -$2.95M -27,227 -8%
AIA
185
Ally Invest Advisors
North Carolina
$33.9M +$340K +3,139 +1%
Focus Partners Wealth
186
Focus Partners Wealth
Massachusetts
$33.9M +$33.9M +312,876 New
BP
187
Ballentine Partners
Massachusetts
$33.7M +$2.23M +20,584 +7%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$33.5M +$1.31M +12,067 +4%
JWA
189
JFS Wealth Advisors
Pennsylvania
$33.5M -$851K -7,857 -2%
CCFCSB
190
Cape Cod Five Cents Savings Bank
Massachusetts
$33.2M -$30.9M -285,756 -48%
Fiera Capital (Canada)
191
Fiera Capital (Canada)
Quebec, Canada
$33.2M -$431K -3,983 -1%
GLLW
192
Graves Light Lenhart Wealth
Virginia
$33.1M -$401K -3,702 -1%
AWM
193
Axxcess Wealth Management
California
$33M +$589K +5,443 +2%
ERWM
194
Elk River Wealth Management
Colorado
$33M -$1.81M -16,763 -5%
PS
195
Principal Securities
Iowa
$32.8M +$32.8M +303,148 New
SWM
196
SilverOak Wealth Management
Minnesota
$32.8M +$32.8M +303,115 New
GBT
197
Grove Bank & Trust
Florida
$32.8M +$355K +3,278 +1%
PA
198
Planning Alternatives
Michigan
$32.5M +$329K +3,042 +1%
GL
199
Graypoint LLC
New York
$32.4M +$3.02M +27,859 +10%
CA
200
Clearstead Advisors
Ohio
$32.3M -$21.2M -195,951 -40%
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