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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 %
NCM
876
Next Capital Management
New York
$3.25M +$37.4K +351 +1%
TWP
877
Triad Wealth Partners
Kansas
$3.25M +$572K +5,366 +21%
BAAM
878
Baker Avenue Asset Management
California
$3.25M +$92.4K +866 +3%
SC
879
Syon Capital
California
$3.25M +$6.72K +63 +0.2%
FWP
880
FAS Wealth Partners
Kansas
$3.25M -$37.2K -349 -1%
MFG
881
Midwest Financial Group
Kansas
$3.24M +$319K +2,987 +11%
CT
882
Coastline Trust
Rhode Island
$3.24M +$1.14M +10,657 +54%
PAM
883
Palisade Asset Management
Minnesota
$3.23M +$36.8K +345 +1%
KCM
884
Kanawha Capital Management
Virginia
$3.23M +$112K +1,050 +4%
AMG
885
Asset Management Group
Connecticut
$3.22M +$6.19K +58 +0.2%
BPWM
886
Badgley Phelps Wealth Managers
Washington
$3.2M -$47.1K -442 -1%
WG
887
Watchman Group
Texas
$3.2M -$123K -1,157 -4%
DT
888
Diversified Trust
Tennessee
$3.19M +$43.7K +410 +1%
CTA
889
Colonial Trust Advisors
South Carolina
$3.18M +$40K +375 +1%
DFG
890
Dupree Financial Group
Kentucky
$3.17M -$1.95M -18,261 -38%
KAS
891
KPP Advisory Services
Kentucky
$3.16M +$74.8K +701 +2%
AFC
892
AFT Forsyth & Company
Florida
$3.15M +$125K +1,170 +4%
HSWM
893
Hubbell Strickland Wealth Management
Louisiana
$3.14M +$27.8K +261 +0.9%
PWM
894
Partnership Wealth Management
Maryland
$3.14M -$459K -4,306 -13%
MAA
895
Matrix Asset Advisors
New York
$3.13M +$657K +6,159 +27%
MPW
896
Melone Private Wealth
Michigan
$3.12M +$166K +1,561 +6%
CBT
897
Central Bank & Trust
Kentucky
$3.12M -$46.9K -440 -1%
EA
898
Emerald Advisors
Washington
$3.12M +$89K +834 +3%
DFC
899
DBK Financial Counsel
Ohio
$3.11M -$65.4K -613 -2%
LIA
900
LS Investment Advisors
Michigan
$3.1M -$734K -6,882 -19%
34 35
36
37 38