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

2,314 hedge funds and large institutions have $56.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 1,046 increasing their positions, 867 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,314
Holders Change
+15
Holders Change %
+0.65%
% of All Funds
33.54%
Holding in Top 10
343
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-7.05%
% of All Funds
4.97%
New
141
Increased
1,046
Reduced
867
Closed
95
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$521M
2
Bank of America
Bank of America
North Carolina
+$313M
3
CAM
Cresset Asset Management
Illinois
+$279M
4
LPL Financial
LPL Financial
California
+$140M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$119M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.03B
2
HNB
Huntington National Bank
Ohio
-$213M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$200M
4
PPFA
Provida Pension Fund Administrator
Chile
-$148M
5
Goldman Sachs
Goldman Sachs
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
401
Orion Portfolio Solutions
Nebraska
$14.6M -$56.4M -510,061 -79%
MWM
402
Magnolia Wealth Management
Alabama
$14.6M +$7.25M +65,932 +99%
LFS
403
Legacy Financial Strategies
Kansas
$14.6M +$460K +4,159 +3%
FWM
404
Fairhaven Wealth Management
Illinois
$14.5M -$1.93M -17,490 -12%
FWM
405
FFT Wealth Management
Pennsylvania
$14.4M +$619K +5,602 +4%
CCM
406
Canal Capital Management
Virginia
$14.4M +$7.29M +65,927 +103%
Mackenzie Financial
407
Mackenzie Financial
Ontario, Canada
$14.4M -$5.01M -45,370 -26%
CIA
408
Concurrent Investment Advisors
Florida
$14.3M +$198K +1,789 +1%
OCM
409
One Capital Management
California
$14.3M -$928K -8,396 -6%
MSA
410
Marino Stram & Associates
Massachusetts
$14.2M -$151K -1,362 -1%
LC
411
LTG Capital
Massachusetts
$14.1M +$1.66M +14,995 +13%
CPIG
412
Chicago Partners Investment Group
Illinois
$14.1M +$481K +4,535 +4%
EIG
413
Ellenbecker Investment Group
Wisconsin
$14M +$36.9K +334 +0.3%
HI
414
Human Investing
Oregon
$13.8M +$234K +2,118 +2%
EWA
415
Encompass Wealth Advisors
Oregon
$13.7M +$220K +1,990 +2%
HFRG
416
Houlihan Financial Resource Group
Virginia
$13.6M -$2.43K -22 -0%
EWA
417
EP Wealth Advisors
California
$13.6M +$2.59M +23,459 +24%
HCP
418
Holt Capital Partners
Texas
$13.5M +$12.2K +110 +0.1%
GPA
419
Guidance Point Advisors
Massachusetts
$13.5M +$87K +787 +0.7%
BFM
420
Boston Financial Management
Massachusetts
$13.5M -$35.9K -325 -0.3%
FDP
421
Financiere des Professionnels
Quebec, Canada
$13.4M +$10.6M +95,900 +382%
SWA
422
Sax Wealth Advisors
New Jersey
$13.3M -$396K -3,580 -3%
SAMT
423
Select Asset Management & Trust
Pennsylvania
$13.3M +$321K +2,907 +2%
LWANC
424
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.3M +$419K +3,789 +3%
NFG
425
Nations Financial Group
Iowa
$13.2M +$1.21M +10,992 +10%
15 16
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