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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 %
BWAM
976
Boyd Watterson Asset Management
Ohio
$2.54M -$53.3K -500 -2%
FCMC
977
Founders Capital Management (Connecticut)
Connecticut
$2.54M – – –
TIA
978
Tiemann Investment Advisors
California
$2.53M +$22.1K +207 +0.9%
VHAM
979
Van Hulzen Asset Management
California
$2.52M +$8.11K +76 +0.3%
MPPLM
980
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.51M +$88.4K +829 +4%
AL
981
Aspiriant LLC
California
$2.51M +$48.6K +456 +2%
TCOT
982
Trust Company of Toledo
Ohio
$2.51M +$85K +797 +4%
VFG
983
Victory Financial Group
Texas
$2.5M +$221K +2,070 +10%
RWM
984
Ritholtz Wealth Management
New York
$2.48M +$50.3K +472 +2%
FPAS
985
Focus Partners Advisor Solutions
Missouri
$2.48M -$763K -7,152 -24%
NSLI
986
Nan Shan Life Insurance
Taiwan
$2.47M -$28.1M -263,511 -92%
PCA
987
Providence Capital Advisors
North Carolina
$2.47M +$79K +741 +3%
AWA
988
Amplius Wealth Advisors
Pennsylvania
$2.47M +$25.1K +235 +1%
WA
989
Wealth Alliance
New York
$2.47M -$84.8K -795 -3%
ACM
990
Armbruster Capital Management
New York
$2.47M -$21.3K -200 -0.9%
WPC
991
Wedmont Private Capital
Pennsylvania
$2.46M +$99.8K +897 +4%
CPC
992
Congress Park Capital
New York
$2.45M +$15.4K +144 +0.6%
CAM
993
Congress Asset Management
Massachusetts
$2.45M -$158K -1,485 -6%
SPI
994
Santori & Peters Inc
Pennsylvania
$2.45M +$3.2K +30 +0.1%
BFA
995
Beaumont Financial Advisors
Massachusetts
$2.44M -$1.17K -11 -0%
V
996
VeraBank
Texas
$2.43M -$10.7K -100 -0.4%
CCFM
997
Clear Creek Financial Management
Washington
$2.43M +$8.31K +78 +0.3%
OP
998
ORG Partners
Indiana
$2.43M +$2.43M +22,914 New
3F
999
360 Financial
Minnesota
$2.43M +$75.9K +712 +3%
FNBOO
1000
First National Bank of Omaha
Nebraska
$2.42M +$153K +1,435 +7%
38 39
40
41 42