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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.25B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.59B
3
VWM
3
Venturi Wealth Management
Texas
$96.9M
4
LPL Financial
4
LPL Financial
California
$1.64B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$427M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.06B
2
HNB
2
Huntington National Bank
Ohio
$223M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$1.94M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$47.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
26
Northwestern Mutual Investment Management Company
Wisconsin
$443M +$3.03M +25,870 +0.7%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$442M -$912K -7,796 -0.2%
KeyBank National Association
28
KeyBank National Association
Ohio
$440M +$2.05M +17,548 +0.5%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$427M +$76.7M +655,679 +22%
RFC
30
Regions Financial Corp
Alabama
$410M -$7.21M -61,653 -2%
HighTower Advisors
31
HighTower Advisors
Illinois
$351M +$2.49M +21,258 +0.7%
AA
32
Acorns Advisers
California
$309M -$1.11M -9,520 -0.4%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$294M +$4.32M +36,925 +1%
CWM
34
Circle Wealth Management
New Jersey
$247M +$1.4K +12 +0%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$240M +$10.6M +90,849 +5%
Cerity Partners
36
Cerity Partners
New York
$238M +$19.7M +168,820 +9%
CCA
37
Catalyst Capital Advisors
New York
$237M -$23.9M -204,583 -9%
MRC
38
Millburn Ridgefield Corp
New York
$237M -$23.9M -204,583 -9%
VFA
39
Valeo Financial Advisors
Indiana
$228M +$11.4M +104,553 +5%
HNB
40
Huntington National Bank
Ohio
$223M -$230M – –
AA
41
Alesco Advisors
New York
$222M -$2.18M -18,645 -1%
Citigroup
42
Citigroup
New York
$215M -$379K -3,239 -0.2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$210M +$5.64M +48,264 +3%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$207M -$11.8M -101,443 -5%
WANY
45
Wealthspire Advisors (New York)
New York
$206M +$11.8M +101,027 +6%
Mariner
46
Mariner
Kansas
$204M +$1.51M +12,946 +0.7%
HTC
47
Haverford Trust Company
Pennsylvania
$201M -$2.6M -22,265 -1%
MWM
48
Modera Wealth Management
New Jersey
$191M +$22.1M +188,783 +13%
MCM
49
MAI Capital Management
Ohio
$189M +$9.88M +84,452 +6%
CCMG
50
Clark Capital Management Group
Pennsylvania
$179M +$7.68M +65,681 +4%
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