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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
1
Envestnet Asset Management
Illinois
$1.83B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$576M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.72B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$161M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.23B

Top Sellers

1
GA
1
GFS Advisors
Texas
$9.31M
2
HNB
2
Huntington National Bank
Ohio
$230M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.94B
5
Wells Fargo
5
Wells Fargo
California
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
76
Bessemer Group
New Jersey
$96.5M +$5.1M +47,785 +6%
BCM
77
Bronte Capital Management
Australia
$96.5M +$62M +581,689 +180%
Corient Private Wealth
78
Corient Private Wealth
Florida
$96.4M -$763K -7,159 -0.8%
AAS
79
Avantax Advisory Services
Texas
$95.7M +$20.1M +188,070 +27%
BBA
80
BLB&B Advisors
Pennsylvania
$95.1M +$5M +46,857 +6%
AF
81
Allworth Financial
California
$93.5M +$7.02M +61,738 +8%
SFA
82
Sequoia Financial Advisors
Ohio
$89.7M +$4.73M +44,373 +6%
UB
83
UMB Bank
Missouri
$89.7M -$968K -9,076 -1%
BIAS
84
Beacon Investment Advisory Services
New Jersey
$88.9M +$10.8M +101,417 +14%
GT
85
Greenleaf Trust
Michigan
$88.3M +$533K +5,001 +0.6%
Kovitz Investment Group Partners
86
Kovitz Investment Group Partners
Illinois
$86.5M +$38.7M +362,644 +81%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$84.4M +$6.75M +63,281 +9%
DWM
88
Destination Wealth Management
California
$83.9M +$35.8K +336 +0%
SWM
89
SigFig Wealth Management
California
$83.4M +$331K +3,101 +0.4%
AI
90
Accredited Investors
Minnesota
$81.8M +$584K +5,477 +0.7%
MAWA
91
Moss Adams Wealth Advisors
Washington
$79.8M +$4.82M +45,207 +6%
ACGA
92
Atlanta Consulting Group Advisors
Georgia
$79.6M +$47.3M +443,196 +146%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$78.4M +$78.4M +735,375 New
MMEA
94
Main Management ETF Advisors
California
$76.9M +$1.93M +18,105 +3%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$70.9M -$3.48M -32,582 -5%
SCM
96
Steele Capital Management
Iowa
$69.8M +$622K +5,832 +0.9%
SSB
97
Sandy Spring Bank
Maryland
$69M +$399K +3,737 +0.6%
GT
98
Glenview Trust
Kentucky
$68.1M +$2.92M +27,422 +4%
WT
99
Whittier Trust
California
$65M +$2.82M +26,453 +5%
Victory Capital Management
100
Victory Capital Management
Texas
$63.5M -$4.78M -44,833 -7%
2 3
4
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