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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
33.55%
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
1
Fidelity Investments
Massachusetts
$2.23B
2
Bank of America
2
Bank of America
North Carolina
$3.39B
3
CAM
3
Cresset Asset Management
Illinois
$621M
4
LPL Financial
4
LPL Financial
California
$1.44B
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$196M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.12B
2
HNB
2
Huntington National Bank
Ohio
$240M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$953M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$428M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$414M -$5.13M -46,412 -1%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$411M +$12M +108,372 +3%
RFC
28
Regions Financial Corp
Alabama
$395M +$3.47M +31,431 +0.9%
NMIMC
29
Northwestern Mutual Investment Management Company
Wisconsin
$392M +$11.6M +104,767 +3%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$356M +$40.8M +369,082 +13%
HighTower Advisors
31
HighTower Advisors
Illinois
$331M -$2.06M -18,627 -0.6%
AA
32
Acorns Advisers
California
$274M +$8.32M +75,237 +3%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$254M +$18.9M +171,158 +8%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$249M -$24.8M -223,988 -9%
HNB
35
Huntington National Bank
Ohio
$240M -$213M – –
HTC
36
Haverford Trust Company
Pennsylvania
$239M +$8.18M +74,012 +4%
CCA
37
Catalyst Capital Advisors
New York
$234M +$34.1M +308,657 +17%
MRC
38
Millburn Ridgefield Corp
New York
$234M +$34.1M +308,657 +17%
CWM
39
Circle Wealth Management
New Jersey
$234M -$87.6K -793 -0%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$232M -$5.5M -49,763 -2%
Mariner
41
Mariner
Kansas
$224M +$5.32M +48,110 +2%
AA
42
Alesco Advisors
New York
$213M -$9.15M -82,822 -4%
Citigroup
43
Citigroup
New York
$208M +$12M +108,511 +6%
Cerity Partners
44
Cerity Partners
New York
$199M +$25.5M +231,111 +15%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$196M +$119M +1,079,643 +155%
VFA
46
Valeo Financial Advisors
Indiana
$189M +$13.3M +134,465 +8%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$186M -$2.16M -19,635 -1%
Members Trust
48
Members Trust
Florida
$178M -$18.8M -169,849 -10%
WANY
49
Wealthspire Advisors (New York)
New York
$178M +$2.81M +25,442 +2%
Osaic Holdings
50
Osaic Holdings
Arizona
$169M -$130M -1,174,318 -43%
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