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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.25B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.59B
3
VWM
3
Venturi Wealth Management
Texas
$96.9M
4
LPL Financial
4
LPL Financial
California
$1.64B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$427M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.06B
2
HNB
2
Huntington National Bank
Ohio
$223M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$1.94M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$47.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$106M +$876K +7,486 +0.8%
Bessemer Group
77
Bessemer Group
New Jersey
$106M -$286K -2,445 -0.3%
OC
78
Oakworth Capital
Alabama
$102M +$33M +282,262 +48%
SFA
79
Sequoia Financial Advisors
Ohio
$102M +$3.23M +27,586 +3%
BIAS
80
Beacon Investment Advisory Services
New Jersey
$99M +$1.56M +13,325 +2%
AF
81
Allworth Financial
California
$98.8M +$2.62M +22,436 +3%
GT
82
Greenleaf Trust
Michigan
$98.5M +$1.65M +14,071 +2%
VWM
83
Venturi Wealth Management
Texas
$96.9M +$96.3M +823,645 +15,751%
UB
84
UMB Bank
Missouri
$95.9M -$2.43M -20,755 -2%
Members Trust
85
Members Trust
Florida
$95.8M -$13.6M -116,243 -12%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$93.9M +$1.37M +11,677 +1%
DWM
87
Destination Wealth Management
California
$92.3M +$291K +2,487 +0.3%
AI
88
Accredited Investors
Minnesota
$90.8M +$1.17M +10,003 +1%
MAWA
89
Moss Adams Wealth Advisors
Washington
$90.8M +$3.35M +28,615 +4%
BF
90
BOK Financial
Oklahoma
$87.2M +$26.8M +234,765 +44%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$86.8M +$741K +6,333 +0.9%
BBA
92
BLB&B Advisors
Pennsylvania
$84.3M -$20M -171,204 -19%
SWM
93
SigFig Wealth Management
California
$82.2M -$9.02M -77,350 -10%
SCM
94
Steele Capital Management
Iowa
$79.6M +$3.15M +26,947 +4%
SSB
95
Sandy Spring Bank
Maryland
$76.9M +$1.21M +10,355 +2%
GT
96
Glenview Trust
Kentucky
$76.6M +$1.92M +16,458 +3%
DWM
97
Dynasty Wealth Management
Florida
$75.9M +$49.3M +935,741 +185%
FIB
98
First Interstate Bank
Montana
$75.7M +$19.4M +166,186 +35%
HI
99
Horizon Investments
North Carolina
$75.4M +$53.4M +456,384 +243%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$73.2M -$4.57M -39,104 -6%
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4
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