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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 %
PWA
751
Physician Wealth Advisors
Utah
$4.48M -$196K -1,674 -4%
National Bank of Canada
752
National Bank of Canada
Quebec, Canada
$4.48M -$54.7K -519 -1%
ONB
753
Old National Bancorp
Indiana
$4.44M +$177K +1,664 +4%
OCBCO
754
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.42M +$2.28M +21,397 +107%
SI
755
Stephens Inc
Arkansas
$4.42M +$109K +1,026 +3%
MCM
756
Magnolia Capital Management
New York
$4.41M -$59.2K -555 -1%
RBC
757
Romano Brothers & Co
Illinois
$4.41M +$78.3K +734 +2%
KNFPWM
758
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.37M +$667K +6,249 +18%
BFO
759
Biltmore Family Office
North Carolina
$4.33M -$6.4K -60 -0.1%
SW
760
SlateStone Wealth
Florida
$4.32M +$149K +1,400 +4%
FCP
761
Fidelis Capital Partners
Florida
$4.31M +$981K +9,098 +29%
JWBC
762
J.W. Burns & Co
New York
$4.3M +$1.41M +13,208 +49%
GWP
763
Gateway Wealth Partners
Wisconsin
$4.29M +$77.9K +730 +2%
UL
764
Unionview LLC
Washington
$4.26M +$19.1K +179 +0.5%
Luther King Capital Management (LKCM)
765
Luther King Capital Management (LKCM)
Texas
$4.25M -$6.04M – –
GAM
766
Gotham Asset Management
New York
$4.24M +$774K +7,253 +22%
GFG
767
Goldstone Financial Group
Illinois
$4.24M +$676K +6,338 +19%
SG Americas Securities
768
SG Americas Securities
New York
$4.23M -$1.44M -13,501 -25%
BCMO
769
Buckingham Capital Management (Ohio)
Ohio
$4.22M -$47.3K -443 -1%
GSB
770
Greenfield Savings Bank
Massachusetts
$4.21M +$173K +1,625 +4%
CB
771
Centennial Bank
Arkansas
$4.21M -$2.35K -22 -0.1%
HH
772
Hilltop Holdings
Texas
$4.17M +$1.1M +10,304 +36%
PPWM
773
PFG Private Wealth Management
Florida
$4.14M +$67.3K +631 +2%
MFS
774
McNamara Financial Services
Massachusetts
$4.1M +$843K +7,908 +26%
PIAS
775
PCA Investment Advisory Services
Ohio
$4.09M -$291K -2,732 -7%
29 30
31
32 33