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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 %
GBWM
476
Granite Bay Wealth Management
New Hampshire
$10.6M +$3.24M +30,416 +44%
FMN
477
Financial Management Network
California
$10.6M -$432K -4,098 -4%
DCM
478
Dimension Capital Management
Florida
$10.6M +$1.21M +11,317 +13%
BOH
479
Bank of Hawaii
Hawaii
$10.5M +$296K +2,777 +3%
LS
480
Liquid Strategies
Georgia
$10.5M +$12.1K +113 +0.1%
BFWA
481
Benchmark Financial Wealth Advisors
Florida
$10.5M -$697K -6,534 -6%
WWM
482
Waterway Wealth Management
Texas
$10.5M -$6.01M -56,363 -36%
NC
483
NewSquare Capital
Pennsylvania
$10.5M +$357K +3,461 +4%
FA
484
Fiduciary Alliance
South Carolina
$10.4M +$1.07M +10,076 +11%
PCMC
485
Private Capital Management (Colorado)
Colorado
$10.3M -$550K -5,154 -5%
CC
486
Courier Capital
New York
$10.3M +$270K +2,535 +3%
PSCM
487
Per Stirling Capital Management
Texas
$10.3M -$2.42M -22,685 -19%
MBI
488
May Barnhard Investments
Maryland
$10.2M -$794K -7,440 -7%
HI
489
Harbour Investments
Wisconsin
$10.2M -$888K -8,330 -8%
LRWA
490
Long Run Wealth Advisors
New York
$10.1M +$31.6K +296 +0.3%
AFS
491
Aft Forsyth & Sober
Florida
$10.1M -$53.3K -500 -0.5%
CG
492
CFO4Life Group
Texas
$10.1M -$8K -75 -0.1%
PFA
493
Pettinga Financial Advisors
Indiana
$10M -$1.39K -13 -0%
TWP
494
TFO Wealth Partners
Ohio
$9.98M +$30.5K +286 +0.3%
PPW
495
PACK Private Wealth
Minnesota
$9.94M +$187K +1,752 +2%
SFP
496
Strategic Financial Partners
Oregon
$9.87M -$491K -4,608 -5%
STA
497
Summit Trail Advisors
New York
$9.87M -$307K -2,882 -3%
SDAM
498
Shulman DeMeo Asset Management
New York
$9.84M -$161K -1,506 -2%
CL
499
Choreo LLC
Illinois
$9.82M +$2.27M +21,446 +30%
EFA
500
Evernest Financial Advisors
Indiana
$9.8M +$600K +5,630 +7%
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