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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
33.54%
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
+$521M
2
Bank of America
Bank of America
North Carolina
+$313M
3
CAM
Cresset Asset Management
Illinois
+$279M
4
LPL Financial
LPL Financial
California
+$140M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$119M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.03B
2
HNB
Huntington National Bank
Ohio
-$213M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$200M
4
PPFA
Provida Pension Fund Administrator
Chile
-$148M
5
Goldman Sachs
Goldman Sachs
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1026
Shelton Wealth Management
Texas
$2.47M -$1.19M -10,796 -33%
KIG
1027
Kowal Investment Group
Wisconsin
$2.47M +$19.6K +177 +0.8%
PWA
1028
Peterson Wealth Advisors
Utah
$2.46M +$39.2K +355 +2%
TP
1029
Tranquility Partners
Tennessee
$2.45M +$3.98K +36 +0.2%
GSAM
1030
Grant Street Asset Management
Pennsylvania
$2.45M +$182K +1,643 +8%
UWPG
1031
Ullmann Wealth Partners Group
Florida
$2.44M -$502K -4,538 -17%
3F
1032
360 Financial
Minnesota
$2.44M +$46.4K +420 +2%
OCM
1033
Objective Capital Management
Ohio
$2.43M -$142K -1,285 -6%
PIA
1034
Perennial Investment Advisors
California
$2.43M -$497K -4,493 -17%
OBGC
1035
O'Brien Greene & Co
Pennsylvania
$2.41M -$139K -1,260 -5%
Koshinski Asset Management
1036
Koshinski Asset Management
Illinois
$2.41M +$543K +4,913 +29%
ACM
1037
AUA Capital Management
Pennsylvania
$2.39M +$306K +2,770 +15%
RMDI
1038
R.M. Davis Inc
Maine
$2.39M -$34.7K -314 -1%
EAM
1039
Evanson Asset Management
California
$2.38M -$16.5K -149 -0.7%
TWP
1040
Tyche Wealth Partners
Texas
$2.38M -$4.5M -40,694 -65%
CIR
1041
Clear Investment Research
Georgia
$2.37M +$78.7K +712 +3%
VFG
1042
Victory Financial Group
Texas
$2.36M -$295K -2,669 -11%
ACM
1043
Ategra Capital Management
Virginia
$2.36M +$155K +1,406 +7%
PWPS
1044
Pinnacle Wealth Planning Services
Ohio
$2.34M -$42.1K -381 -2%
MSWM
1045
McGlone Suttner Wealth Management
Wisconsin
$2.34M -$64.1K -580 -3%
SOADOR
1046
State of Alaska Department of Revenue
Alaska
$2.34M +$2.34M +21,138 New
UCB
1047
United Community Bank
South Carolina
$2.33M -$6.74K -61 -0.3%
DIA
1048
Dana Investment Advisors
Wisconsin
$2.33M -$62.7K -567 -3%
GEA
1049
Glen Eagle Advisors
New Jersey
$2.33M +$19.6K +177 +0.8%
NRC
1050
New Republic Capital
North Carolina
$2.33M -$49.6K -449 -2%
40 41
42
43 44