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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 %
SWA
426
Sax Wealth Advisors
New Jersey
$12.3M -$499K -4,681 -4%
COPPSERS
427
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.3M +$1.46M +13,720 +14%
NPF
428
Norris Perne & French
Michigan
$12.2M +$364K +3,413 +3%
FBT
429
First Bank & Trust
South Dakota
$12.2M +$223K +2,095 +2%
OA
430
Operose Advisors
Wisconsin
$12.2M -$3.48M -32,595 -22%
NFG
431
Nations Financial Group
Iowa
$12.1M -$645K -6,045 -5%
CAI
432
Capital Advisors Inc
Oklahoma
$12.1M -$486K -4,561 -4%
FCA
433
FinTrust Capital Advisors
South Carolina
$12.1M -$90.7K -850 -0.7%
CFGS
434
Concourse Financial Group Securities
Alabama
$12M -$475K -4,454 -4%
BSAM
435
Blue Square Asset Management
New York
$12M +$1.77M +16,625 +17%
JWBC
436
John W. Brooker & Co
California
$11.9M -$273K -2,561 -2%
MFC
437
Morris Financial Concepts
South Carolina
$11.8M -$358K -3,352 -3%
FCBT
438
First Citizens Bank & Trust
North Carolina
$11.8M -$185K -1,737 -2%
CIM
439
CIM Investment Management
Pennsylvania
$11.8M -$7.36K -69 -0.1%
IAG
440
Investment Advisory Group
Massachusetts
$11.7M +$608K +5,705 +5%
KV
441
Kickstand Ventures
New York
$11.7M +$7.03M +65,951 +151%
OPPS
442
Obsidian Personal Planning Solutions
Maryland
$11.7M +$927K +8,695 +9%
EWA
443
EP Wealth Advisors
California
$11.7M -$1.41M -13,224 -11%
DWA
444
Divergent Wealth Advisors
Utah
$11.6M +$138K +1,295 +1%
RWPA
445
Richard W. Paul & Associates
Michigan
$11.6M +$1.14M +10,733 +11%
EWM
446
Evermay Wealth Management
Virginia
$11.6M -$15.3K -143 -0.1%
ECM
447
Evergreen Capital Management
Washington
$11.6M -$5.76K -54 -0%
TA
448
Townsend & Associates
Colorado
$11.5M +$46.2K +392 +0.4%
ISB
449
Iowa State Bank
Iowa
$11.5M +$428K +4,010 +4%
PAM
450
Peninsula Asset Management
Florida
$11.5M +$21.1K +198 +0.2%
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