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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 %
NCM
426
Neumann Capital Management
California
$13.2M +$391K +3,539 +3%
PSCM
427
Per Stirling Capital Management
Texas
$13.2M +$547K +4,951 +4%
CB
428
Community Bank
New York
$13.2M -$6.28M -56,809 -32%
WSTAM
429
Wilbanks Smith & Thomas Asset Management
Virginia
$13.1M +$20.1K +182 +0.2%
NRI
430
NFP Retirement Inc
California
$13.1M +$11.4M +102,715 +651%
CWM
431
Congress Wealth Management
Massachusetts
$13.1M +$2.25M +20,392 +21%
WFA
432
Wellspring Financial Advisors
Ohio
$13.1M +$2.4M +81,925 +23%
CAI
433
Capital Advisors Inc
Oklahoma
$13M -$14.2M -128,358 -52%
FF
434
Francis Financial
$13M +$565K +5,114 +5%
RIA
435
Regal Investment Advisors
Michigan
$13M +$982K +8,884 +8%
CFGS
436
Concourse Financial Group Securities
Alabama
$12.9M -$1M -9,051 -7%
VBFG
437
Vishria Bird Financial Group
Tennessee
$12.9M +$5.08K +46 +0%
B
438
Bailard
California
$12.8M +$227K +2,055 +2%
JFA
439
JNBA Financial Advisors
Minnesota
$12.8M -$428K -3,871 -3%
AF
440
Apexium Financial
Texas
$12.8M +$1.05M +9,542 +9%
LPAM
441
Lodestar Private Asset Management
California
$12.8M +$489K +4,421 +4%
HIG
442
Heritage Investment Group
Florida
$12.7M +$1.04M +9,448 +9%
JWBC
443
John W. Brooker & Co
California
$12.6M +$146K +1,318 +1%
ECM
444
Exchange Capital Management
Michigan
$12.6M -$1.4M -12,644 -10%
MFC
445
Morris Financial Concepts
South Carolina
$12.6M -$351K -3,175 -3%
FCA
446
FinTrust Capital Advisors
South Carolina
$12.6M -$105K -954 -0.8%
CA
447
Centerpoint Advisors
Massachusetts
$12.5M – – –
PRA
448
Pine Ridge Advisers
New York
$12.5M +$1.82M +16,475 +17%
MM
449
Meridian Management
Arkansas
$12.5M +$420K +3,803 +3%
AAS
450
Asset Allocation Strategies
Michigan
$12.5M +$640K +5,794 +5%
16 17
18
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