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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
33.54%
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
Fidelity Investments
Massachusetts
+$521M
2
Bank of America
Bank of America
North Carolina
+$313M
3
CAM
Cresset Asset Management
Illinois
+$279M
4
LPL Financial
LPL Financial
California
+$140M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$119M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.03B
2
HNB
Huntington National Bank
Ohio
-$213M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$200M
4
PPFA
Provida Pension Fund Administrator
Chile
-$148M
5
Goldman Sachs
Goldman Sachs
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
476
Fiduciary Group
Georgia
$11.4M +$304K +2,754 +3%
HI
477
Harbour Investments
Wisconsin
$11.4M -$364K -3,295 -3%
OFG
478
Omega Financial Group
California
$11.4M +$385K +3,482 +4%
MBI
479
May Barnhard Investments
Maryland
$11.3M -$777K -7,029 -6%
CWM
480
Cranbrook Wealth Management
Michigan
$11.3M -$56K -507 -0.5%
TFO
481
Tarbox Family Office
California
$11.3M -$238K -2,157 -2%
PCMC
482
Private Capital Management (Colorado)
Colorado
$11.3M -$461K -4,172 -4%
MIG
483
McGuire Investment Group
Rhode Island
$11.3M +$4.91M +44,398 +77%
BWM
484
Bulltick Wealth Management
Florida
$11.2M -$430K -3,891 -4%
FMN
485
Financial Management Network
California
$11.2M +$1.63M +15,242 +17%
EIA
486
Edgemoor Investment Advisors
Maryland
$11.2M +$150K +1,356 +1%
COPPSERS
487
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.2M -$3.65M -33,052 -25%
VP
488
Verum Partners
North Carolina
$11.2M +$1.14M +10,291 +11%
NYLIM
489
New York Life Investment Management
New York
$11.2M -$1.48M -13,407 -12%
BWIA
490
Bryant Woods Investment Advisors
New York
$11.1M -$2.2M -19,946 -17%
IWS
491
Insight Wealth Strategies
California
$11.1M -$31.1K -281 -0.3%
IF
492
Ironwood Financial
Arizona
$11M +$208K +1,879 +2%
ACB
493
Aristotle Capital Boston
Massachusetts
$11M +$4.6M +41,606 +72%
SLFPAM
494
St. Louis Financial Planners Asset Management
Missouri
$10.9M -$49.1K -454 -0.4%
LS
495
Liquid Strategies
Georgia
$10.9M +$881K +7,968 +9%
RWPA
496
Richard W. Paul & Associates
Michigan
$10.9M +$553K +5,005 +5%
AGA
497
Arkos Global Advisors
Texas
$10.9M +$560K +5,065 +5%
HF
498
Halpern Financial
Virginia
$10.9M -$304K -2,806 -3%
CTC
499
Central Trust Company
Missouri
$10.8M -$482K -4,364 -4%
AA
500
Ancora Advisors
Ohio
$10.8M +$1.72M +15,537 +19%
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