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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 %
SCM
851
Sandler Capital Management
New York
$3.41M +$3.41M +32,000 New
PWMG
852
Pinnacle Wealth Management Group
Michigan
$3.39M +$554K +5,192 +20%
TFS
853
Thoroughbred Financial Services
Tennessee
$3.38M +$639K +5,988 +23%
VF
854
Vawter Financial
Ohio
$3.38M +$14.4K +135 +0.4%
MOACM
855
Mutual of America Capital Management
New York
$3.38M +$279K +2,619 +9%
RBFC
856
Roman Butler Fullerton & Co
Missouri
$3.38M +$42.6K +399 +1%
HFW
857
Horizon Family Wealth
Illinois
$3.36M -$120K -1,127 -3%
SWA
858
SOA Wealth Advisors
New York
$3.36M -$507K -4,758 -13%
WGCA
859
Wolf Group Capital Advisors
Virginia
$3.34M +$1.36M +12,753 +69%
SWP
860
Summit Wealth Partners
Florida
$3.34M +$471K +4,418 +16%
BWG
861
Balanced Wealth Group
Ohio
$3.33M -$1.52M -14,332 -31%
ITC
862
Inspire Trust Company
Nevada
$3.32M +$3.32M +31,153 New
RW
863
RVW Wealth
California
$3.32M -$24.4K -229 -0.7%
SAM
864
Smithbridge Asset Management
Pennsylvania
$3.32M -$90.2K -846 -3%
PIMG
865
Patriot Investment Management Group
Tennessee
$3.31M -$177K -1,662 -5%
AC
866
Abbrea Capital
California
$3.31M +$184K +1,723 +6%
TFF
867
The Family Firm
Maryland
$3.3M +$11.7K +110 +0.4%
BMCM
868
Bryn Mawr Capital Management
Pennsylvania
$3.3M -$3.83M -35,358 -54%
GSC
869
G&S Capital
Colorado
$3.29M +$84.3K +747 +3%
PO
870
Private Ocean
California
$3.28M +$1.39M +13,028 +73%
WDL
871
Well Done LLC
Michigan
$3.28M -$3.04M -28,528 -48%
OSAM
872
O'Shaughnessy Asset Management
Connecticut
$3.28M -$111K -1,039 -3%
QCIG
873
Quad-Cities Investment Group
Iowa
$3.27M +$165K +1,548 +5%
MWM
874
Modern Wealth Management
Kansas
$3.27M +$1.72M +16,166 +112%
CA
875
Continuum Advisory
Idaho
$3.25M +$9.17K +86 +0.3%
33 34
35
36 37