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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 %
GSC
926
G&S Capital
Colorado
$3.14M -$1.67M -15,083 -35%
AFC
927
AFT Forsyth & Company
Florida
$3.13M -$171K -1,549 -5%
CPIA
928
Cornell Pochily Investment Advisors
New York
$3.13M +$307K +2,781 +11%
NDSI
929
Newman Dignan & Sheerar Inc
Rhode Island
$3.13M +$8.07K +73 +0.3%
VCM
930
Viewpoint Capital Management
Washington
$3.11M – – –
TCG
931
Transcendent Capital Group
Oklahoma
$3.09M +$1.23M +11,174 +66%
NL
932
NWAM LLC
Washington
$3.08M -$2.52M -23,087 -45%
UBG
933
United Bank (Georgia)
Georgia
$3.08M +$9.84K +89 +0.3%
PPWM
934
Paragon Private Wealth Management
Kentucky
$3.07M +$682K +6,168 +29%
MPW
935
Melone Private Wealth
Michigan
$3.06M +$73.6K +666 +2%
AFP
936
Alpha Financial Partners
Kentucky
$3.04M +$109K +983 +4%
VIA
937
Vickerman Investment Advisors
Washington
$3.03M -$67.3K -609 -2%
MFG
938
Midwest Financial Group
Kansas
$3.03M +$2.7M +24,411 +809%
SCA
939
Snowden Capital Advisors
New York
$3.03M +$948K +8,581 +46%
SGK
940
Steigerwald Gordon & Koch
Virginia
$3.03M -$6.08K -55 -0.2%
WMP
941
Wealth Management Partners
Arizona
$3.02M -$202K -1,826 -6%
VC
942
Veracity Capital
Georgia
$3.01M -$23.8M -215,564 -89%
JWBC
943
J.W. Burns & Co
New York
$2.99M +$562K +5,085 +23%
MAS
944
Meeder Advisory Services
Ohio
$2.99M -$34K -308 -1%
LWP
945
Laurel Wealth Planning
Minnesota
$2.99M -$122K -1,106 -4%
GWM
946
Greenwich Wealth Management
Connecticut
$2.99M -$38.4K -347 -1%
PFA
947
Pure Financial Advisors
California
$2.98M -$76.9K -696 -3%
CWM
948
Cornerstone Wealth Management
Missouri
$2.97M -$136K -1,233 -4%
SWP
949
Summit Wealth Partners
Florida
$2.97M +$503K +4,554 +20%
MBTD
950
Mechanics Bank - Trust Department
California
$2.96M -$140K -1,263 -5%
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