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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 %
VIA
926
Vickerman Investment Advisors
Washington
$2.92M -$6.61K -62 -0.2%
JFG
927
JMG Financial Group
Illinois
$2.91M +$141K +1,324 +5%
JFGIW
928
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.91M +$122K +1,140 +4%
WMP
929
Wealth Management Partners
Arizona
$2.9M -$13.3K -125 -0.5%
CPIA
930
Cornell Pochily Investment Advisors
New York
$2.88M -$141K -1,322 -5%
KDA
931
Kraft Davis & Associates
Missouri
$2.87M -$11.4K -97 -0.4%
EPWM
932
Essex Private Wealth Management
Massachusetts
$2.86M +$422K +3,959 +17%
PIA
933
Perennial Investment Advisors
California
$2.86M +$512K +4,797 +22%
NDSI
934
Newman Dignan & Sheerar Inc
Rhode Island
$2.86M -$163K -1,528 -5%
GWM
935
Greenwich Wealth Management
Connecticut
$2.85M -$30.9K -290 -1%
CIR
936
Clear Investment Research
Georgia
$2.85M +$558K +5,234 +24%
SC
937
SouthState Corp
Florida
$2.82M +$1.67M +15,684 +146%
BWCS
938
Beirne Wealth Consulting Services
Connecticut
$2.82M +$208K +1,949 +8%
CFS
939
CRA Financial Services
New Jersey
$2.82M +$8.64K +81 +0.3%
SOADOR
940
State of Alaska Department of Revenue
Alaska
$2.81M +$559K +5,237 +25%
Koshinski Asset Management
941
Koshinski Asset Management
Illinois
$2.8M +$498K +4,720 +22%
SF
942
Summit Financial
New Jersey
$2.79M +$603K +5,651 +27%
SC
943
Sapient Capital
Indiana
$2.79M +$635K +5,958 +30%
CTFG
944
Capstone Triton Financial Group
Oklahoma
$2.78M +$33.4K +313 +1%
HIP
945
HUB Investment Partners
Texas
$2.77M +$1.9M +17,857 +219%
ANBT
946
American National Bank & Trust
Texas
$2.77M +$5.12K +48 +0.2%
CP
947
Capital Planning
Washington
$2.77M +$783K +7,340 +39%
BFA
948
Bluestem Financial Advisors
Illinois
$2.77M -$40.1K -376 -1%
WA
949
Wilshire Advisors
California
$2.76M +$590K +5,530 +27%
BDF
950
Black Diamond Financial
Maryland
$2.75M -$56.9K -533 -2%
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