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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 %
HIG
401
Heritage Investment Group
Florida
$13.1M +$802K +7,523 +7%
WFA
402
Wellspring Financial Advisors
Ohio
$13M +$115K +3,967 +0.9%
SAMT
403
Select Asset Management & Trust
Pennsylvania
$12.9M +$116K +1,085 +0.9%
FA
404
Fiducient Advisors
Illinois
$12.9M +$1.32M +12,382 +11%
BFM
405
Boston Financial Management
Massachusetts
$12.9M -$82.3K -772 -0.6%
FDP
406
Financiere des Professionnels
Quebec, Canada
$12.9M – – –
TGAM
407
TBH Global Asset Management
Tennessee
$12.9M -$3.92M -36,763 -23%
NCM
408
Neumann Capital Management
California
$12.9M +$96.6K +906 +0.8%
RIA
409
Regal Investment Advisors
Michigan
$12.8M +$266K +2,497 +2%
LWANC
410
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.7M -$70.4K -660 -0.6%
NRI
411
NFP Retirement Inc
California
$12.7M +$59.9K +561 +0.5%
AAS
412
Asset Allocation Strategies
Michigan
$12.7M +$652K +6,112 +5%
B
413
Bailard
California
$12.7M +$271K +2,544 +2%
FF
414
Francis Financial
$12.7M +$81.9K +768 +0.7%
KFP
415
Keener Financial Planning
Texas
$12.6M +$905K +8,484 +8%
SL
416
Salomon & Ludwin
Virginia
$12.6M -$3.39M -31,824 -21%
JFA
417
JNBA Financial Advisors
Minnesota
$12.5M +$175K +1,639 +1%
LPAM
418
Lodestar Private Asset Management
California
$12.5M +$149K +1,395 +1%
CB
419
Community Bank
New York
$12.4M -$272K -2,549 -2%
VBFG
420
Vishria Bird Financial Group
Tennessee
$12.4M -$2.13K -20 -0%
CWM
421
Congress Wealth Management
Massachusetts
$12.4M -$236K -2,211 -2%
AGA
422
Arkos Global Advisors
Texas
$12.4M +$1.89M +17,677 +18%
CA
423
Centerpoint Advisors
Massachusetts
$12.4M +$296K +2,773 +2%
VP
424
Verum Partners
North Carolina
$12.4M +$1.59M +14,916 +15%
MCC
425
Money Concepts Capital
Florida
$12.3M +$959K +8,989 +8%
15 16
17
18 19