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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 %
GSB
801
Greenfield Savings Bank
Massachusetts
$4.18M +$265K +2,395 +7%
RSWM
802
Robertson Stephens Wealth Management
California
$4.17M +$819K +7,413 +24%
DL
803
DOHJ LLC
Washington
$4.13M +$364K +3,294 +10%
AIP
804
Ameritas Investment Partners
Nebraska
$4.13M +$235K +2,129 +6%
MCM
805
MidAtlantic Capital Management
Virginia
$4.13M +$109K +985 +3%
WA
806
Waverly Advisors
Alabama
$4.13M +$670K +6,065 +19%
EFS
807
Essex Financial Services
Connecticut
$4.13M +$244K +2,211 +6%
ATC
808
Adirondack Trust Company
New York
$4.13M -$20.7K -187 -0.5%
PWA
809
Physician Wealth Advisors
Utah
$4.12M -$157K -1,526 -4%
HIMC
810
Heritage Investors Management Corp
Maryland
$4.11M +$58.8K +532 +1%
ST
811
Spinnaker Trust
Maine
$4.11M +$120K +1,086 +3%
CFG
812
Citizens Financial Group
Rhode Island
$4.11M -$55K -498 -1%
WFAG
813
Wescott Financial Advisory Group
Pennsylvania
$4.07M -$185K -1,676 -4%
SIC
814
Sterling Investment Counsel
New York
$4.06M +$148K +1,338 +4%
CFO
815
Callan Family Office
Pennsylvania
$4.02M +$278K +2,519 +7%
FHC
816
First Heartland Consultants
Missouri
$4.02M -$433K -992 -10%
SWA
817
SOA Wealth Advisors
New York
$4.01M -$98.8K -894 -2%
LIA
818
LS Investment Advisors
Michigan
$3.98M -$2.82M -25,538 -42%
SSW
819
Stone Summit Wealth
Florida
$3.97M +$404K +3,658 +11%
SPFA
820
Summit Place Financial Advisors
New Jersey
$3.96M +$746K +6,751 +23%
PLU
821
Performa Ltd (US)
South Carolina
$3.96M – – –
SCM
822
Sebold Capital Management
Illinois
$3.96M -$217K -1,962 -5%
MWAM
823
Manhattan West Asset Management
California
$3.96M -$108K -978 -3%
UFAC
824
Urban Financial Advisory Corp
Illinois
$3.94M +$111K +1,003 +3%
TAM
825
Titleist Asset Management
Texas
$3.94M +$204K +1,849 +5%
31 32
33
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