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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.25B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.59B
3
VWM
Venturi Wealth Management
Texas
$96.9M
4
LPL Financial
LPL Financial
California
$1.64B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$427M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.06B
2
HNB
Huntington National Bank
Ohio
$223M
3
SWM
Scissortail Wealth Management
Oklahoma
$1.94M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$47.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
226
Avidian Wealth Enterprises
Texas
$29.6M +$1.26M +10,765 +4%
DADC
227
D.A. Davidson & Co
Montana
$29.4M -$642K -5,489 -2%
CRC
228
Curi RMB Capital
Illinois
$29.3M -$737K -6,304 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
229
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.2M +$29.2M +250,000 New
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$28.7M -$8.99M -76,863 -24%
HCA
231
Heck Capital Advisors
Wisconsin
$28.7M +$2.04M +17,461 +8%
ATPW
232
Ashton Thomas Private Wealth
Arizona
$28.5M +$806K +6,887 +3%
FFB
233
First Financial Bankshares
Texas
$28.4M +$116K +992 +0.4%
LGA
234
Lebenthal Global Advisors
New York
$28M +$733K +6,271 +3%
RCA
235
Resonant Capital Advisors
Wisconsin
$27.9M +$828K +7,078 +3%
AWA
236
Alaska Wealth Advisors
Alaska
$27.9M -$953K -8,144 -3%
WPA
237
West Paces Advisors
Georgia
$27.9M -$3.12M -26,670 -10%
MW
238
MBL Wealth
North Carolina
$27.8M +$62.2K +532 +0.2%
PA
239
Pinnacle Associates
New York
$27.7M -$594K -5,489 -2%
CFP
240
Catalyst Financial Partners
Massachusetts
$27.6M +$3.8M +32,455 +16%
RIG
241
RiverFront Investment Group
Virginia
$27M +$27M +231,040 New
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$27M -$1.89M -16,188 -7%
ECG
243
Edge Capital Group
Georgia
$27M -$1.42M -12,123 -5%
HTIM
244
Harbour Trust & Investment Management
Indiana
$26.9M +$1.11M +9,456 +4%
JAG
245
Journey Advisory Group
Kentucky
$26.9M – – –
TF
246
Trek Financial
Arizona
$26.6M +$25M +214,110 +1,566%
ASN
247
Advisory Services Network
Georgia
$26.5M – – –
HW
248
Hancock Whitney
Mississippi
$26.4M -$204K -1,747 -0.8%
BWM
249
Baron Wealth Management
Michigan
$26.3M +$1.13M +9,664 +4%
SB
250
Sunflower Bank
Texas
$26.2M +$3.29M +28,147 +14%
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