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

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$906M
2
PPFA
Provida Pension Fund Administrator
Chile
+$164M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$123M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.4M

Top Sellers

1
GA
GFS Advisors
Texas
-$34.3B
2
HNB
Huntington National Bank
Ohio
-$240M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$220M
4
Morgan Stanley
Morgan Stanley
New York
-$104M
5
Wells Fargo
Wells Fargo
California
-$74.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRA
301
Pine Ridge Advisers
New York
$18.5M +$6.44M +60,417 +53%
YCM
302
Yousif Capital Management
Michigan
$18.5M +$2.21M +20,694 +14%
TCA
303
Trifecta Capital Advisors
Illinois
$18.2M +$494K +4,634 +3%
LSAG
304
Lake Street Advisors Group
New Hampshire
$18.2M -$14.5M -135,633 -44%
JA
305
JVL Associates
Michigan
$18.1M +$320K +2,999 +2%
LA
306
Legacy Advisors
Pennsylvania
$18.1M +$772K +7,241 +4%
ST
307
Smithfield Trust
Pennsylvania
$18M -$542K -5,080 -3%
FMWA
308
Forvis Mazars Wealth Advisors
Missouri
$18M -$461K -4,318 -2%
HSBC Holdings
309
HSBC Holdings
United Kingdom
$18M +$8.76M +82,118 +95%
BNP Paribas Financial Markets
310
BNP Paribas Financial Markets
France
$17.8M -$1.91M -17,909 -10%
PWM
311
Perigon Wealth Management
California
$17.8M +$101K +950 +0.6%
EA
312
Evergreen Advisors
Tennessee
$17.8M +$570K +5,342 +3%
KWMG
313
King Wealth Management Group
Florida
$17.7M -$73.5K -689 -0.4%
LBC
314
Lowe Brockenbrough & Co
Virginia
$17.7M +$757K +7,101 +4%
FFW
315
Fusion Family Wealth
New York
$17.6M +$926K +8,681 +6%
PCIA
316
Prime Capital Investment Advisors
Kansas
$17.6M -$3.25M -30,451 -16%
CFA
317
CWS Financial Advisors
Michigan
$17.6M +$670K +6,286 +4%
OPWM
318
Oakwell Private Wealth Management
Texas
$17.6M +$979K +9,175 +6%
FHC
319
Fort Henry Capital
West Virginia
$17.6M +$287K +2,687 +2%
TCM
320
Twele Capital Management
Minnesota
$17.6M -$38.2K -358 -0.2%
SW
321
SVB Wealth
Massachusetts
$17.5M -$4.04M -37,909 -19%
PWM
322
Proathlete Wealth Management
Florida
$17.4M +$871K +8,164 +5%
BSSFA
323
Baron Silver Stevens Financial Advisors
Florida
$17.3M +$723K +6,782 +4%
FNBT
324
FineMark National Bank & Trust
Florida
$17.3M -$121K -1,134 -0.7%
SAM
325
Summit Asset Management
Tennessee
$17.3M +$680K +6,373 +4%
11 12
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