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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.25B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.59B
3
VWM
3
Venturi Wealth Management
Texas
$96.9M
4
LPL Financial
4
LPL Financial
California
$1.64B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$427M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.06B
2
HNB
2
Huntington National Bank
Ohio
$223M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$1.94M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$47.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$174M +$3.15M +26,933 +2%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$173M +$30.3M +259,425 +21%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$171M +$12M +102,420 +8%
MGIA
54
Moneta Group Investment Advisors
Missouri
$168M +$1.51M +12,915 +0.9%
Creative Planning
55
Creative Planning
Kansas
$166M -$6M -51,285 -3%
MFIM
56
Mesirow Financial Investment Management
Illinois
$162M +$6.91M +59,079 +4%
BIM
57
Bridges Investment Management
Nebraska
$161M +$9.59M +82,034 +6%
WCF
58
West Coast Financial
California
$144M +$654K +5,592 +0.5%
State Street
59
State Street
Massachusetts
$140M -$9.29M -79,444 -6%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$140M +$1.7M +14,521 +1%
KAS
61
Kestra Advisory Services
Texas
$137M -$2.15M -18,350 -2%
Osaic Holdings
62
Osaic Holdings
Arizona
$136M -$37.5M -320,576 -22%
Comerica Bank
63
Comerica Bank
Texas
$136M -$7.5M -64,111 -5%
M&T Bank
64
M&T Bank
New York
$133M -$3.31M -28,315 -2%
UCFA
65
United Capital Financial Advisors
Texas
$131M +$1.2M +10,279 +0.9%
NFA
66
Nationwide Fund Advisors
Ohio
$130M -$20.9M -178,913 -14%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127M -$21.7M -185,328 -15%
Franklin Resources
68
Franklin Resources
California
$126M +$1.03M +8,810 +0.8%
Corient Private Wealth
69
Corient Private Wealth
Florida
$125M +$19.5M +167,290 +18%
MML Investors Services
70
MML Investors Services
Massachusetts
$123M +$1.93M +16,532 +2%
FMII
71
Farmers & Merchants Investments Inc
Nebraska
$115M +$1.83M +15,664 +2%
CWM
72
Connecticut Wealth Management
Connecticut
$112M +$5.21M +44,527 +5%
AssetMark Inc
73
AssetMark Inc
California
$111M -$5.85K -50 -0%
BCM
74
Bronte Capital Management
Australia
$106M +$199K +1,699 +0.2%
AIM
75
Acropolis Investment Management
Missouri
$106M -$1.19M -10,181 -1%
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