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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 %
OGF
726
Orin Green Financial
California
$4.78M +$4.78M +44,769 New
TW
727
TritonPoint Wealth
Maryland
$4.76M +$153K +1,434 +3%
GTAM
728
Global Trust Asset Management
Florida
$4.73M -$30.4K -285 -0.6%
S
729
Syntrinsic
Colorado
$4.73M -$12.3K -115 -0.3%
PWW
730
Pettyjohn Wood & White
Virginia
$4.72M +$1.12M +10,485 +31%
DL
731
DOHJ LLC
Washington
$4.72M +$736K +6,900 +18%
WWM
732
Western Wealth Management
Colorado
$4.72M -$193K -1,806 -4%
JFG
733
Jefferies Financial Group
New York
$4.7M -$358K -3,358 -7%
LIM
734
Leavell Investment Management
Alabama
$4.67M -$141K -1,325 -3%
GLA
735
Good Life Advisors
Pennsylvania
$4.67M +$24.9K +233 +0.5%
EIA
736
Eldridge Investment Advisors
New Hampshire
$4.65M -$256K -2,402 -5%
EWM
737
Evercore Wealth Management
New York
$4.65M +$369K +3,464 +9%
PCM
738
Parsons Capital Management
Rhode Island
$4.63M -$960K -9,000 -17%
AP
739
Aspect Partners
Virginia
$4.63M +$382K +3,579 +9%
WB
740
WesBanco Bank
West Virginia
$4.61M +$1.32M +12,354 +40%
SS
741
Sound Stewardship
Kansas
$4.6M +$56.4K +529 +1%
MFC
742
Mechanics Financial Corp
Ohio
$4.6M -$156K -1,463 -3%
LF
743
Lee Financial
Texas
$4.58M +$63.5K +595 +1%
CASB
744
Cape Ann Savings Bank
Massachusetts
$4.57M -$363K -3,401 -7%
VIM
745
Vista Investment Management
Pennsylvania
$4.55M +$27.6K +259 +0.6%
AFS
746
AFG Fiduciary Services
Massachusetts
$4.54M -$62.4K -541 -1%
FIM
747
Freedom Investment Management
Connecticut
$4.52M +$441K +4,134 +11%
HPC
748
HM Payson & Co
Maine
$4.52M -$110K -1,027 -2%
MCA
749
MSH Capital Advisors
Arizona
$4.51M +$184K +1,729 +4%
SSWM
750
Sheets Smith Wealth Management
North Carolina
$4.48M +$5.01K +47 +0.1%
28 29
30
31 32