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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 %
WP
1026
WealthShield Partners
North Carolina
$2.26M -$341K -3,194 -13%
MCCA
1027
Mill Creek Capital Advisors
Pennsylvania
$2.26M +$1.4M +13,168 +164%
NRC
1028
New Republic Capital
North Carolina
$2.24M -$3.73K -35 -0.2%
GEA
1029
Glen Eagle Advisors
New Jersey
$2.24M -$4.59K -43 -0.2%
EPM
1030
Elm Partners Management
Pennsylvania
$2.24M +$214K +2,007 +11%
NPFS
1031
Novak & Powell Financial Services
Florida
$2.24M -$701K -6,574 -24%
CCM
1032
Colorado Capital Management
Colorado
$2.24M – – –
CD
1033
Chapin Davis
Maryland
$2.24M +$1.07K +10 +0%
CAAM
1034
Cornerstone Advisors Asset Management
Pennsylvania
$2.23M +$488K +4,576 +28%
DIA
1035
Dana Investment Advisors
Wisconsin
$2.23M -$21K -197 -0.9%
CF
1036
Convergence Financial
Missouri
$2.22M +$642K +6,017 +41%
9WM
1037
9258 Wealth Management
Ohio
$2.22M -$24.2K -227 -1%
NFP
1038
Narus Financial Partners
Utah
$2.22M +$457K +4,286 +26%
MERSOM
1039
Municipal Employees' Retirement System of Michigan
Michigan
$2.21M – – –
PCM
1040
Pennsylvania Capital Management
Pennsylvania
$2.21M +$47.4K +444 +2%
BFW
1041
Brady Family Wealth
Missouri
$2.21M -$18.7K -175 -0.8%
TW
1042
Traveka Wealth
California
$2.21M -$934K -8,758 -30%
SIA
1043
Schechter Investment Advisors
Michigan
$2.2M +$1.07M +10,044 +95%
FTUS
1044
Flow Traders U.S.
New York
$2.2M +$2.2M +20,632 New
SCM
1045
SOL Capital Management
Maryland
$2.19M -$42.1K -395 -2%
AM
1046
AGF Management
Ontario, Canada
$2.19M -$56K -525 -2%
P
1047
Pitcairn
Pennsylvania
$2.17M – – –
DPI
1048
Diversified Portfolios Inc
Michigan
$2.17M -$69.2K -649 -3%
VAM
1049
Verity Asset Management
North Carolina
$2.17M +$674K +6,321 +45%
MAWCM
1050
Mine & Arao Wealth Creation & Management
California
$2.17M +$13.7K +128 +0.6%
40 41
42
43 44