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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
33.54%
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
+$521M
2
Bank of America
Bank of America
North Carolina
+$313M
3
CAM
Cresset Asset Management
Illinois
+$279M
4
LPL Financial
LPL Financial
California
+$140M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$119M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.03B
2
HNB
Huntington National Bank
Ohio
-$213M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$200M
4
PPFA
Provida Pension Fund Administrator
Chile
-$148M
5
Goldman Sachs
Goldman Sachs
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
776
Baron Financial Group
New Jersey
$4.48M -$216K -1,950 -5%
SI
777
Stephens Inc
Arkansas
$4.47M +$38.8K +351 +0.9%
S
778
Sachetta
Massachusetts
$4.46M +$216 +2 +0%
SB
779
Strategic Blueprint
Georgia
$4.46M +$215K +1,947 +5%
TC
780
TownSquare Capital
Utah
$4.45M +$718K +6,499 +19%
1WM
781
1900 Wealth Management
Texas
$4.44M +$20.2K +183 +0.5%
EWM
782
Evercore Wealth Management
New York
$4.44M -$89K -805 -2%
BCMO
783
Buckingham Capital Management (Ohio)
Ohio
$4.42M -$163K -1,479 -4%
ONB
784
Old National Bancorp
Indiana
$4.42M +$148K +1,341 +3%
WCM
785
Windsor Capital Management
Arizona
$4.41M -$66.8K -604 -1%
AP
786
Aspect Partners
Virginia
$4.4M +$525K +4,747 +14%
UL
787
Unionview LLC
Washington
$4.39M +$79.8K +722 +2%
CB
788
Centennial Bank
Arkansas
$4.36M -$296K -2,677 -6%
GWP
789
Gateway Wealth Partners
Wisconsin
$4.36M +$66.1K +598 +2%
AFS
790
AFG Fiduciary Services
Massachusetts
$4.35M -$187K -1,719 -4%
W
791
Wealthquest
Ohio
$4.34M -$301K -2,724 -6%
SW
792
SlateStone Wealth
Florida
$4.32M +$789K +7,136 +22%
LWMNY
793
Landmark Wealth Management (New York)
New York
$4.26M -$54.2K -490 -1%
FIM
794
Freedom Investment Management
Connecticut
$4.23M -$246K -2,224 -5%
AF
795
Affiance Financial
Minnesota
$4.22M -$4.02M -36,329 -49%
PPWM
796
PFG Private Wealth Management
Florida
$4.22M -$2.21K -20 -0.1%
AFG
797
Atomi Financial Group
New York
$4.2M -$1.3M -11,729 -24%
HWMT
798
Heritage Wealth Management (Texas)
Texas
$4.2M -$110K -991 -3%
PP
799
PrairieView Partners
Minnesota
$4.19M +$20.6K +186 +0.5%
SFG
800
Snider Financial Group
Washington
$4.19M +$65.8K +595 +2%
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