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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
1
Envestnet Asset Management
Illinois
$1.83B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$576M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.72B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$161M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.23B

Top Sellers

1
GA
1
GFS Advisors
Texas
$9.31M
2
HNB
2
Huntington National Bank
Ohio
$230M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.94B
5
Wells Fargo
5
Wells Fargo
California
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$157M -$5.58M -52,287 -3%
Stifel Financial
52
Stifel Financial
Missouri
$156M +$679K +6,369 +0.4%
CCMG
53
Clark Capital Management Group
Pennsylvania
$156M +$6.47M +60,670 +4%
MWM
54
Modera Wealth Management
New Jersey
$154M +$14.8M +138,964 +11%
MGIA
55
Moneta Group Investment Advisors
Missouri
$151M +$3.35M +31,438 +2%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$145M -$7.13M -66,839 -5%
MFIM
57
Mesirow Financial Investment Management
Illinois
$141M +$732K +6,857 +0.5%
BIM
58
Bridges Investment Management
Nebraska
$138M +$51M +478,493 +58%
NFA
59
Nationwide Fund Advisors
Ohio
$137M -$249K -2,333 -0.2%
State Street
60
State Street
Massachusetts
$136M -$24.2M -227,100 -15%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136M +$19M +178,065 +16%
Comerica Bank
62
Comerica Bank
Texas
$131M +$2.43M +22,790 +2%
WCF
63
West Coast Financial
California
$131M +$1.91M +17,914 +1%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$130M +$20M +187,345 +18%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$126M +$4.9M +45,955 +4%
KAS
66
Kestra Advisory Services
Texas
$124M +$15.3M +146,441 +14%
M&T Bank
67
M&T Bank
New York
$124M -$757K -7,094 -0.6%
UCFA
68
United Capital Financial Advisors
Texas
$118M -$1.08M -10,114 -0.9%
Franklin Resources
69
Franklin Resources
California
$114M -$387K -3,624 -0.3%
MML Investors Services
70
MML Investors Services
Massachusetts
$110M -$6.61M -61,949 -6%
FMII
71
Farmers & Merchants Investments Inc
Nebraska
$103M +$2.93M +27,509 +3%
AssetMark Inc
72
AssetMark Inc
California
$101M +$1.65M +15,490 +2%
Members Trust
73
Members Trust
Florida
$99.7M -$71.7M -672,680 -42%
AIM
74
Acropolis Investment Management
Missouri
$97.7M +$3.09M +28,952 +3%
CWM
75
Connecticut Wealth Management
Connecticut
$97.6M +$3.14M +29,433 +3%
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