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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
1
Envestnet Asset Management
Illinois
$1.83B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$576M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.72B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$161M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.23B

Top Sellers

1
GA
1
GFS Advisors
Texas
$9.31M
2
HNB
2
Huntington National Bank
Ohio
$230M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.94B
5
Wells Fargo
5
Wells Fargo
California
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$404M +$4.63M +43,430 +1%
NMIMC
27
Northwestern Mutual Investment Management Company
Wisconsin
$401M +$23.1M +217,025 +6%
KeyBank National Association
28
KeyBank National Association
Ohio
$400M -$4.99M -46,787 -1%
RFC
29
Regions Financial Corp
Alabama
$381M -$733K -6,875 -0.2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$319M -$24.1M -226,116 -7%
HighTower Advisors
31
HighTower Advisors
Illinois
$318M -$1.49M -13,960 -0.5%
AA
32
Acorns Advisers
California
$283M +$18.4M +172,289 +7%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$264M +$18.5M +173,379 +8%
CCA
34
Catalyst Capital Advisors
New York
$238M +$11.4M +107,262 +5%
MRC
35
Millburn Ridgefield Corp
New York
$238M +$11.4M +107,262 +5%
HNB
36
Huntington National Bank
Ohio
$230M -$240M – –
CWM
37
Circle Wealth Management
New Jersey
$226M +$427 +4 +0%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$210M -$14.4M -134,873 -6%
AA
39
Alesco Advisors
New York
$205M -$716K -6,709 -0.3%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$202M +$19.5M +181,702 +11%
VFA
41
Valeo Financial Advisors
Indiana
$200M +$7.93M +78,972 +4%
Cerity Partners
42
Cerity Partners
New York
$199M +$7.11M +66,680 +4%
Citigroup
43
Citigroup
New York
$196M -$5.11M -47,941 -3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$186M -$3.29M -30,849 -2%
HTC
45
Haverford Trust Company
Pennsylvania
$186M -$44.6M -417,745 -19%
Mariner
46
Mariner
Kansas
$185M -$31.6M -295,973 -15%
WANY
47
Wealthspire Advisors (New York)
New York
$177M +$5.93M +55,552 +3%
MCM
48
MAI Capital Management
Ohio
$164M +$8.69M +81,449 +6%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$161M +$86.1M +806,942 +115%
Osaic Holdings
50
Osaic Holdings
Arizona
$159M -$5M -46,837 -3%
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