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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 %
SMA
901
Sage Mountain Advisors
Georgia
$3.1M -$89.8K -842 -3%
USB
902
Union Savings Bank
Connecticut
$3.09M -$118K -1,109 -4%
EFM
903
Eley Financial Management
Vermont
$3.08M +$35.7K +335 +1%
MAS
904
Madden Advisory Services
Florida
$3.07M +$34.8K +326 +1%
CST
905
Charles Schwab Trust
Nevada
$3.07M +$932K +8,738 +44%
VCM
906
Viewpoint Capital Management
Washington
$3.07M +$67.9K +637 +2%
Fisher Asset Management
907
Fisher Asset Management
Washington
$3.05M +$2.38M +22,331 +354%
EI
908
Ellevest Inc
New York
$3.05M +$853 +8 +0%
MUAMU
909
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.04M +$267K +2,500 +10%
PIMJS
910
PKO Investment Management Joint-Stock
Poland
$3.04M +$1.6M +15,000 +111%
TW
911
TrinityPoint Wealth
Connecticut
$3.03M +$189K +1,772 +7%
SGK
912
Steigerwald Gordon & Koch
Virginia
$3.02M +$97.7K +916 +3%
PFA
913
Pure Financial Advisors
California
$3.01M +$130K +1,222 +5%
UBG
914
United Bank (Georgia)
Georgia
$3.01M +$37.9K +355 +1%
GFP
915
Gryphon Financial Partners
Ohio
$3M +$349K +3,273 +13%
AG
916
AlTi Global
New York
$2.99M +$244K +2,286 +9%
NP
917
NorthRock Partners
Minnesota
$2.97M -$1.72M -16,144 -37%
TCG
918
Transcendent Capital Group
Oklahoma
$2.96M -$26.6K -249 -0.9%
CWM
919
Cornerstone Wealth Management
Missouri
$2.95M +$88.3K +828 +3%
MBTD
920
Mechanics Bank - Trust Department
California
$2.94M +$79.2K +743 +3%
UF
921
Univest Financial
Pennsylvania
$2.94M +$191K +1,791 +7%
TC
922
TownSquare Capital
Utah
$2.94M -$1.36M -12,748 -32%
AFP
923
Alpha Financial Partners
Kentucky
$2.93M +$4.48K +42 +0.2%
WS
924
Wedbush Securities
California
$2.93M -$318K -2,979 -10%
KFAA
925
Klaas Financial Asset Advisors
Illinois
$2.92M -$375K -3,515 -11%
35 36
37
38 39