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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 %
MNBTD
601
Moody National Bank Trust Division
Texas
$7.13M – – –
QS
602
Quantitative Strategies
California
$7.1M +$241K +2,264 +4%
CIAS
603
Capital Investment Advisory Services
North Carolina
$7.1M +$478K +4,480 +7%
VNA
604
Valley National Advisers
Pennsylvania
$7.06M +$296K +2,775 +4%
SIA
605
Soltis Investment Advisors
Utah
$7.05M +$67.8K +636 +1%
CBB
606
Citizens Business Bank
California
$7.04M -$359K -3,367 -5%
QFA
607
Quattro Financial Advisors
Texas
$7M +$7M +65,640 New
KA
608
Kure Advisory
Minnesota
$6.99M +$305K +2,861 +5%
PFM
609
Peak Financial Management
Massachusetts
$6.98M +$29.9K +280 +0.4%
GWM
610
Geneos Wealth Management
Colorado
$6.97M -$15.9M -149,152 -70%
IAN
611
Integrated Advisors Network
Texas
$6.96M +$22.7K +213 +0.3%
BSW
612
Buckingham Strategic Wealth
Missouri
$6.96M -$181K -1,698 -3%
ABC
613
Associated Banc-Corp
Wisconsin
$6.94M -$44.7K -419 -0.6%
KPWG
614
KFA Private Wealth Group
Virginia
$6.93M -$7.51M -70,380 -52%
SF
615
SWP Financial
California
$6.92M +$390K +3,661 +6%
HSA
616
HBK Sorce Advisory
Pennsylvania
$6.9M -$510K -4,779 -7%
IWM
617
IHT Wealth Management
Illinois
$6.9M +$195K +1,820 +3%
TA
618
Tectonic Advisors
Texas
$6.9M +$24.5K +230 +0.4%
CAG
619
Csenge Advisory Group
Florida
$6.86M +$265K +2,489 +4%
CWM
620
CCG Wealth Management
California
$6.86M -$3.95K -37 -0.1%
PL
621
Polianta Ltd
Jersey
$6.86M – – –
BFS
622
Burkett Financial Services
South Carolina
$6.85M +$256K +2,398 +4%
GWMIA
623
Global Wealth Management Investment Advisory
Florida
$6.85M +$178K +1,666 +3%
SWMG
624
Sard Wealth Management Group
Georgia
$6.8M +$6.8M +63,790 New
PPC
625
Park Place Capital
Alabama
$6.8M +$1.42M +13,330 +26%
23 24
25
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