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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
33.55%
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
$2.23B
2
Bank of America
Bank of America
North Carolina
$3.39B
3
CAM
Cresset Asset Management
Illinois
$621M
4
LPL Financial
LPL Financial
California
$1.44B
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$196M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
HNB
Huntington National Bank
Ohio
$240M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$953M
4
PPFA
Provida Pension Fund Administrator
Chile
$428M
5
Goldman Sachs
Goldman Sachs
New York
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$168M -$12.4M -112,127 -7%
State Street
52
State Street
Massachusetts
$166M -$3.35M -30,334 -2%
Stifel Financial
53
Stifel Financial
Missouri
$161M +$47.1M +425,950 +41%
MCM
54
MAI Capital Management
Ohio
$161M +$20.6M +186,105 +15%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$158M +$7.93M +71,725 +5%
CCMG
56
Clark Capital Management Group
Pennsylvania
$155M -$85.8M -776,679 -36%
MGIA
57
Moneta Group Investment Advisors
Missouri
$153M -$586K -5,298 -0.4%
MFIM
58
Mesirow Financial Investment Management
Illinois
$145M +$28.3M +255,644 +24%
MWM
59
Modera Wealth Management
New Jersey
$145M +$23.7M +214,152 +20%
NFA
60
Nationwide Fund Advisors
Ohio
$142M – – –
WCF
61
West Coast Financial
California
$133M +$5.75M +52,060 +5%
Comerica Bank
62
Comerica Bank
Texas
$133M +$1.54M +13,951 +1%
M&T Bank
63
M&T Bank
New York
$129M +$1.8M +16,289 +1%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$125M +$3.03M +27,386 +2%
UCFA
65
United Capital Financial Advisors
Texas
$124M +$3.26M +29,534 +3%
MML Investors Services
66
MML Investors Services
Massachusetts
$121M -$14.3M -129,816 -11%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121M +$44.3M +400,645 +58%
Franklin Resources
68
Franklin Resources
California
$119M +$8.12M +73,476 +7%
KAS
69
Kestra Advisory Services
Texas
$115M +$6.36M +57,588 +6%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$114M +$5.88M +53,205 +5%
FMII
71
Farmers & Merchants Investments Inc
Nebraska
$104M +$2.91M +26,330 +3%
AssetMark Inc
72
AssetMark Inc
California
$103M +$35.6M +321,995 +53%
Corient Private Wealth
73
Corient Private Wealth
Florida
$101M +$8.66M +78,395 +9%
AIM
74
Acropolis Investment Management
Missouri
$98M +$663K +5,999 +0.7%
CWM
75
Connecticut Wealth Management
Connecticut
$97.9M +$5.66M +51,193 +6%
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