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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 %
VVP
376
Venture Visionary Partners
Ohio
$14.3M -$9.95M -93,317 -41%
PMG
377
ProVise Management Group
Florida
$14.3M +$106K +994 +0.7%
TCM
378
Towercrest Capital Management
Pennsylvania
$14.3M -$329K -3,088 -2%
BCI
379
Brinker Capital Investments
Pennsylvania
$14.2M +$73.9K +693 +0.5%
OPS
380
Orion Portfolio Solutions
Nebraska
$14.2M +$73.9K +693 +0.5%
FWM
381
Fairhaven Wealth Management
Illinois
$14.2M +$176K +1,648 +1%
Mackenzie Financial
382
Mackenzie Financial
Ontario, Canada
$14.1M +$287K +2,690 +2%
HR
383
Hardy Reed
Mississippi
$14.1M -$5.87K -55 -0%
HI
384
Human Investing
Oregon
$14.1M +$835K +7,828 +6%
CFG
385
Citizens Financial Group
Rhode Island
$14.1M +$10.2M +95,199 +256%
CIA
386
Concurrent Investment Advisors
Florida
$14.1M +$253K +2,371 +2%
OIS
387
Okabena Investment Services
Minnesota
$13.9M +$4.28M +40,172 +44%
FWM
388
FFT Wealth Management
Pennsylvania
$13.8M -$91.6K -859 -0.7%
MSA
389
Marino Stram & Associates
Massachusetts
$13.6M -$91.6K -859 -0.7%
EIG
390
Ellenbecker Investment Group
Wisconsin
$13.6M +$66.6K +624 +0.5%
ECG
391
EPIQ Capital Group
California
$13.5M +$6.1M +57,176 +82%
CCM
392
Canal Capital Management
Virginia
$13.5M -$377K -3,531 -3%
Citadel Advisors
393
Citadel Advisors
Florida
$13.5M +$10.9M +101,986 +416%
MM
394
Meridian Management
Arkansas
$13.4M +$1.35M +12,688 +11%
EWA
395
Encompass Wealth Advisors
Oregon
$13.3M +$136K +1,272 +1%
MAM
396
Madison Asset Management
Wisconsin
$13.3M -$12.6M -117,712 -48%
AF
397
Apexium Financial
Texas
$13.3M +$932K +8,737 +8%
LC
398
LTG Capital
Massachusetts
$13.2M -$460K -4,317 -3%
BWIA
399
Bryant Woods Investment Advisors
New York
$13.1M +$3.66M +38,832 +39%
EFG
400
Embree Financial Group
Illinois
$13.1M -$1.42M -13,345 -10%
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