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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
33.55%
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
$2.23B
2
Bank of America
Bank of America
North Carolina
$3.39B
3
CAM
Cresset Asset Management
Illinois
$621M
4
LPL Financial
LPL Financial
California
$1.44B
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$196M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
HNB
Huntington National Bank
Ohio
$240M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$953M
4
PPFA
Provida Pension Fund Administrator
Chile
$428M
5
Goldman Sachs
Goldman Sachs
New York
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
76
Bessemer Group
New Jersey
$94.7M +$8.46M +76,573 +10%
UB
77
UMB Bank
Missouri
$94M -$3.68M -33,321 -4%
BBA
78
BLB&B Advisors
Pennsylvania
$93.4M +$310K +2,802 +0.3%
GT
79
Greenleaf Trust
Michigan
$91M +$1.81M +16,373 +2%
BIM
80
Bridges Investment Management
Nebraska
$90.4M -$5.12M -46,288 -5%
CAN
81
Cetera Advisor Networks
California
$88.3M -$3.99M -36,108 -4%
SFA
82
Sequoia Financial Advisors
Ohio
$88.1M +$1.87M +16,885 +2%
DWM
83
Destination Wealth Management
California
$86.9M +$1.2M +10,894 +1%
SWM
84
SigFig Wealth Management
California
$86.1M -$2.57M -23,299 -3%
AI
85
Accredited Investors
Minnesota
$84.1M +$1.12M +10,094 +1%
AF
86
Allworth Financial
California
$84M +$3.58M +32,392 +4%
BIAS
87
Beacon Investment Advisory Services
New Jersey
$80.9M +$6.79M +61,441 +9%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$80.5M -$5.64M -51,022 -7%
JSAM
89
J. Safra Asset Management
New York
$78.6M +$78.6M +710,882 New
AAS
90
Avantax Advisory Services
Texas
$78.3M +$1.01M +9,124 +1%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$77.8M +$43.2M +391,218 +125%
MMEA
92
Main Management ETF Advisors
California
$77.7M +$2.59M +23,430 +3%
MAWA
93
Moss Adams Wealth Advisors
Washington
$77.7M +$14.7M +133,015 +23%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$77.1M -$1.21M -10,946 -2%
SCM
95
Steele Capital Management
Iowa
$71.6M +$7.02M +63,514 +11%
SSB
96
Sandy Spring Bank
Maryland
$71.1M +$1.22M +11,028 +2%
Victory Capital Management
97
Victory Capital Management
Texas
$70.7M -$18.7M -169,628 -21%
GIM
98
Goelzer Investment Management
Indiana
$67.6M +$7.96M +71,986 +13%
GT
99
Glenview Trust
Kentucky
$67.6M +$2.24M +20,313 +3%
FNT
100
First National Trust
Pennsylvania
$66.5M -$6.78M -61,302 -9%
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4
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