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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 %
LNWWM
1001
Laird Norton Wetherby Wealth Management
California
$2.41M -$21.3K -200 -0.9%
GSAM
1002
Grant Street Asset Management
Pennsylvania
$2.4M +$31.9K +299 +1%
UWPG
1003
Ullmann Wealth Partners Group
Florida
$2.39M +$31.6K +296 +1%
PWA
1004
Peterson Wealth Advisors
Utah
$2.39M +$17.5K +164 +0.7%
TWA
1005
Talisman Wealth Advisors
New Jersey
$2.39M +$153K +1,439 +7%
QT
1006
Quantbot Technologies
New York
$2.38M +$2.38M +22,324 New
SRC
1007
Shufro Rose & Co
New York
$2.38M +$156K +1,459 +7%
IMC Chicago
1008
IMC Chicago
Illinois
$2.37M +$393K +3,685 +20%
MSWM
1009
McGlone Suttner Wealth Management
Wisconsin
$2.36M +$62.8K +580 +3%
OBGC
1010
O'Brien Greene & Co
Pennsylvania
$2.36M +$27.7K +260 +1%
Calamos Advisors
1011
Calamos Advisors
Illinois
$2.35M +$446K +4,177 +23%
TP
1012
Tranquility Partners
Tennessee
$2.35M -$21.4K -201 -0.9%
CCA
1013
Carrera Capital Advisors
Michigan
$2.34M +$2.34M +21,968 New
WIM
1014
Westside Investment Management
California
$2.34M +$153K +1,439 +7%
LFAS
1015
Level Four Advisory Services
Texas
$2.33M +$307K +2,876 +15%
GFL
1016
Granite FO LLC
New Hampshire
$2.33M -$126K -1,185 -5%
SWM
1017
Shelton Wealth Management
Texas
$2.31M -$81.2K -761 -3%
EAM
1018
Evanson Asset Management
California
$2.3M +$5.44K +51 +0.2%
KIG
1019
Kowal Investment Group
Wisconsin
$2.3M -$76.7K -719 -3%
RWP
1020
Revolve Wealth Partners
New Jersey
$2.3M -$100K -938 -4%
CFB
1021
Cullen/Frost Bankers
Texas
$2.29M -$222K -2,080 -9%
WWM
1022
Wiser Wealth Management
Georgia
$2.29M +$63K +591 +3%
IF
1023
Intrua Financial
Texas
$2.28M -$187K -1,755 -8%
VC
1024
Veracity Capital
Georgia
$2.27M -$635K -5,958 -22%
PWPS
1025
Pinnacle Wealth Planning Services
Ohio
$2.26M – – –
39 40
41
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