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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 %
CSPIA
451
Cary Street Partners Investment Advisory
Virginia
$11.5M +$747 +7 +0%
FHA
452
First Horizon Advisors
Tennessee
$11.4M -$5.59M -52,366 -33%
CAG
453
Crestwood Advisors Group
Massachusetts
$11.4M -$476K -4,464 -4%
SWM
454
Spire Wealth Management
Virginia
$11.3M -$672K -6,323 -6%
OFG
455
Omega Financial Group
California
$11.3M +$321K +3,008 +3%
ECM
456
Exchange Capital Management
Michigan
$11.3M -$904K -8,478 -7%
CIAS
457
CFS Investment Advisory Services
New Jersey
$11.3M +$11.3M +105,628 New
IWS
458
Insight Wealth Strategies
California
$11.2M +$499K +4,678 +5%
PHAM
459
Palisades Hudson Asset Management
Florida
$11.2M +$1.71K +16 +0%
FWA
460
FSM Wealth Advisors
Ohio
$11.2M +$939K +8,800 +9%
SSA
461
Schonfeld Strategic Advisors
New York
$11.1M +$10.8M +100,931 +3,210%
FG
462
Fiduciary Group
Georgia
$11.1M +$26.9K +252 +0.2%
AA
463
Ancora Advisors
Ohio
$11.1M +$666K +6,248 +6%
HF
464
Halpern Financial
Virginia
$11.1M +$349K +3,276 +3%
GSIS
465
Global Strategic Investment Solutions
Arizona
$11M -$139K -1,302 -1%
OCM
466
One Capital Management
California
$11M -$2.78M -26,100 -20%
IAA
467
Ironsides Asset Advisors
North Carolina
$11M +$11M +103,068 New
CWM
468
Cranbrook Wealth Management
Michigan
$11M +$69.6K +653 +0.6%
MIG
469
McGuire Investment Group
Rhode Island
$10.9M +$66.6K +624 +0.6%
IF
470
Ironwood Financial
Arizona
$10.9M +$289K +2,705 +3%
IWMA
471
Ironwood Wealth Management (Arizona)
Arizona
$10.9M -$337K -3,157 -3%
C
472
Certuity
Florida
$10.8M -$347K -3,254 -3%
AWM
473
AE Wealth Management
Kansas
$10.8M +$6.19M +57,995 +134%
KPWS
474
Kestra Private Wealth Services
Texas
$10.7M -$1.35M -12,614 -11%
TFO
475
Tarbox Family Office
California
$10.7M -$236K -2,208 -2%
17 18
19
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