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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 %
AC
701
Apella Capital
Connecticut
$5.7M +$447K +4,109 +9%
EPP
702
ETF Portfolio Partners
Kansas
$5.61M -$3.74M -33,854 -40%
SCM
703
Stonehearth Capital Management
Massachusetts
$5.59M +$995 +9 +0%
CAM
704
Cozad Asset Management
Illinois
$5.58M +$150K +1,356 +3%
PPC
705
Park Place Capital
Alabama
$5.57M +$484K +4,376 +10%
SP
706
SWS Partners
Ohio
$5.56M +$5.56M +50,265 New
PL
707
Parthenon LLC
Kentucky
$5.53M +$675K +6,103 +14%
AFG
708
ABLE Financial Group
Arizona
$5.52M -$1.82M -16,504 -25%
PRIG
709
Payden & Rygel Investment Group
California
$5.49M +$5.49M +49,700 New
PR
710
Payden & Rygel
California
$5.49M +$5.49M +49,700 New
SS
711
Sunbelt Securities
Texas
$5.46M +$24.8K +224 +0.5%
CB
712
Commerce Bank
Missouri
$5.45M -$30.4K -275 -0.6%
EWP
713
Elevation Wealth Partners
California
$5.44M +$365K +3,301 +7%
TCM
714
Telos Capital Management
California
$5.41M +$93.1K +842 +2%
MLIC
715
Mandatum Life Insurance Company
Finland
$5.38M -$8.07K -73 -0.1%
MWA
716
Muirfield Wealth Advisors
North Carolina
$5.35M +$36.4K +329 +0.7%
BRWA
717
B. Riley Wealth Advisors
Florida
$5.31M -$2.12M -22,318 -29%
DFG
718
Dupree Financial Group
Kentucky
$5.3M +$48.2K +436 +0.9%
LA
719
Lynch & Associates
Indiana
$5.3M +$501K +4,537 +10%
AWP
720
Accretive Wealth Partners
New Jersey
$5.27M +$119K +1,115 +2%
JFG
721
Jefferies Financial Group
New York
$5.24M -$498K -4,507 -9%
EWM
722
EPG Wealth Management
Georgia
$5.23M +$42.9K +388 +0.8%
TW
723
TritonPoint Wealth
Maryland
$5.23M -$1.37M -11,295 -21%
VWM
724
VCI Wealth Management
Missouri
$5.18M -$1.02M -9,269 -17%
CCB
725
Country Club Bank
Missouri
$5.16M +$21.3K +193 +0.4%
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