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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 %
PBO
701
Peoples Bank (Ohio)
Ohio
$5.22M -$522K -4,893 -9%
MLIC
702
Mandatum Life Insurance Company
Finland
$5.2M – – –
WCP
703
Wick Capital Partners
Pennsylvania
$5.18M +$5.18M +48,587 New
BIA
704
Bigelow Investment Advisors
Maine
$5.18M +$302K +2,836 +6%
SFI
705
SPC Financial Inc
Maryland
$5.17M +$597K +5,599 +13%
PAG
706
Private Advisory Group
Washington
$5.17M +$281K +2,631 +6%
EWM
707
EPG Wealth Management
Georgia
$5.16M -$5.23M -47,360 Closed
PWM
708
Provident Wealth Management
Tennessee
$5.15M +$399K +3,744 +8%
TCM
709
Telos Capital Management
California
$5.15M -$76.5K -717 -1%
TH
710
TCTC Holdings
Texas
$5.08M +$222K +2,078 +5%
CFA
711
Cahill Financial Advisors
Minnesota
$5.07M -$2.77M -25,998 -35%
SC
712
Stephenson & Company
California
$5.06M +$100K +938 +2%
NGA
713
Naples Global Advisors
Florida
$5.04M +$233K +2,188 +5%
ISWM
714
Independent Solutions Wealth Management
New York
$5.03M +$59.3K +556 +1%
MYIA
715
Mount Yale Investment Advisors
Colorado
$5.02M +$71.2K +668 +1%
CCB
716
Country Club Bank
Missouri
$4.94M +$7.94K +75 +0.2%
FA
717
FDx Advisors
Illinois
$4.93M +$1.61M +15,080 +48%
CFO
718
Callan Family Office
Pennsylvania
$4.93M +$1.04M +9,796 +27%
S
719
Sachetta
Massachusetts
$4.9M +$51.5K +438 +1%
BA
720
Bellwether Advisors
Nebraska
$4.88M +$18.3K +172 +0.4%
BBNA
721
Bremer Bank National Association
Minnesota
$4.87M +$328K +3,072 +7%
CIC
722
Carnegie Investment Counsel
Ohio
$4.81M -$123K -1,152 -2%
MIC
723
Means Investment Company
Maine
$4.81M -$1.85M -17,359 -28%
GWM
724
Graybill Wealth Management
Illinois
$4.8M +$175K +1,637 +4%
VRM
725
Vectors Research Management
New York
$4.79M +$298K +2,791 +7%
27 28
29
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