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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 %
ZIM
801
Zacks Investment Management
Illinois
$3.86M +$110K +1,036 +3%
SFG
802
SevenBridge Financial Group
Pennsylvania
$3.86M -$51.5K -473 -1%
WA
803
WBH Advisory
Maryland
$3.85M +$93.5K +877 +2%
PLU
804
Performa Ltd (US)
South Carolina
$3.82M – – –
ST
805
Sabal Trust
Florida
$3.82M +$170K +1,594 +5%
FNWM
806
Financial Network Wealth Management
Utah
$3.81M -$1.81K -17 -0%
CAM
807
Creekmur Asset Management
Illinois
$3.8M +$290K +2,719 +8%
UFAC
808
Urban Financial Advisory Corp
Illinois
$3.8M -$1.28K -12 -0%
HWMT
809
Heritage Wealth Management (Texas)
Texas
$3.78M -$275K -2,576 -7%
S
810
SignatureFD
Georgia
$3.77M +$95.8K +898 +3%
GAA
811
Guardian Asset Advisors
Pennsylvania
$3.73M +$568K +5,325 +18%
MAS
812
Meeder Advisory Services
Ohio
$3.73M +$847K +7,937 +29%
First Manhattan
813
First Manhattan
New York
$3.72M -$5.97K -56 -0.2%
SIAM
814
Sterling Investment Advisors (Missouri)
Missouri
$3.71M -$9.71K -91 -0.3%
SPFA
815
Summit Place Financial Advisors
New Jersey
$3.71M -$116K -1,085 -3%
CW
816
CIC Wealth
Maryland
$3.7M +$9.28K +87 +0.3%
CPSC
817
Carl P. Sherr & Co
Massachusetts
$3.7M +$227K +2,129 +7%
CP
818
Canopy Partners
Ohio
$3.7M +$38.9K +365 +1%
MWAM
819
Manhattan West Asset Management
California
$3.69M -$130K -1,219 -3%
CHJWM
820
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.69M +$145K +1,231 +4%
AFG
821
Atomi Financial Group
New York
$3.69M -$368K -3,454 -9%
SEIA
822
Signature Estate & Investment Advisors
California
$3.65M +$3.4M +31,899 +1,360%
LDB
823
Lee, Danner & Bass
Tennessee
$3.64M +$3.64M +34,101 New
FFO
824
Fortitude Family Office
Arizona
$3.64M +$791K +7,418 +28%
ANTB
825
AMG National Trust Bank
Colorado
$3.63M +$597K +5,600 +20%
31 32
33
34 35