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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
33.71%
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 %
Morgan Stanley
1
Morgan Stanley
New York
$4.06B +$2.06B +18,997,608 +103%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.57B +$90.4M +835,053 +3%
Bank of America
3
Bank of America
North Carolina
$3.02B +$64.5M +595,457 +2%
Wells Fargo
4
Wells Fargo
California
$1.79B +$9.58M +88,472 +0.5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.75B -$132M -1,218,524 -7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.67B +$213M +1,971,770 +15%
Goldman Sachs
7
Goldman Sachs
New York
$1.49B +$372M +3,432,565 +33%
LPL Financial
8
LPL Financial
California
$1.27B +$32.7M +302,015 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.13B +$124M +1,141,026 +12%
UBS Group
10
UBS Group
Switzerland
$1.1B +$38.2M +352,841 +4%
FCAS
11
First Command Advisory Services
Texas
$1.03B +$17M +157,269 +2%
RJA
12
Raymond James & Associates
Florida
$1.01B +$32.2M +297,912 +3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$930M -$735K -6,790 -0.1%
Northern Trust
14
Northern Trust
Illinois
$870M +$13.8M +127,336 +2%
Financial Engines Advisors
15
Financial Engines Advisors
California
$833M +$20.1M +185,336 +2%
BlackRock
16
BlackRock
New York
$812M +$2.27M +20,980 +0.3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$784M +$16.1M +148,444 +2%
Ameriprise
18
Ameriprise
Minnesota
$687M -$42.2M -389,574 -6%
US Bancorp
19
US Bancorp
Minnesota
$565M +$7.67M +70,827 +1%
PPFA
20
Provida Pension Fund Administrator
Chile
$563M +$70.7M +653,396 +14%
Truist Financial
21
Truist Financial
North Carolina
$552M -$10.6M -97,812 -2%
GT
22
Glenmede Trust
Pennsylvania
$547M -$7.51M -69,378 -1%
KeyBank National Association
23
KeyBank National Association
Ohio
$412M +$2.26M +20,871 +0.6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$410M -$24.3M -224,254 -6%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$391M +$97.7M +902,096 +33%
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