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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 %
KBFS
1076
Kohmann Bosshard Financial Services
Ohio
$2.03M – – –
MA
1077
Marquette Associates
Illinois
$2.03M +$5.65K +53 +0.3%
CANC
1078
Culbertson A N & Co
Virginia
$2.03M +$291K +2,725 +17%
CTA
1079
Camelot Technology Advisors
California
$2.03M +$4.91K +46 +0.2%
CF
1080
Corrigan Financial
Rhode Island
$2.02M – – –
PL
1081
Plancorp LLC
Missouri
$2.02M -$64K -600 -3%
WCA
1082
Waypoint Capital Advisors
Minnesota
$2.02M +$213 +2 +0%
LWA
1083
Lineweaver Wealth Advisors
Ohio
$2.01M -$120K -1,129 -6%
ACP
1084
Aveo Capital Partners
Colorado
$2.01M -$19.9K -187 -1%
CCA
1085
Cora Capital Advisors
New Jersey
$2M -$49.8K -467 -2%
RFN
1086
RDA Financial Network
Iowa
$1.99M -$33.5K -314 -2%
CWM
1087
Compass Wealth Management
Connecticut
$1.99M -$54.9K -515 -3%
SAG
1088
SageView Advisory Group
California
$1.98M +$1.98M +18,584 New
ESB
1089
Essex Savings Bank
Connecticut
$1.98M -$7.36K -69 -0.4%
BFM
1090
Boothbay Fund Management
New York
$1.98M -$1.18M -11,052 -37%
FPTW
1091
Franklin, Parlapiano, Turner & Welch
Texas
$1.98M -$20.7K -194 -1%
IAS
1092
Investment Advisory Services
Texas
$1.97M +$6.61K +62 +0.3%
HNB
1093
Hilltop National Bank
Wyoming
$1.97M -$30.4K -285 -2%
FVWA
1094
Foster Victor Wealth Advisors
South Carolina
$1.97M -$72.4K -620 -4%
LSIA
1095
LaSalle St. Investment Advisors
Illinois
$1.96M -$4.16K -39 -0.2%
BWA
1096
BlueSky Wealth Advisors
North Carolina
$1.96M -$5.01K -47 -0.3%
QWM
1097
Quadcap Wealth Management
Texas
$1.95M +$9.6K +90 +0.5%
CWA
1098
Core Wealth Advisors
Florida
$1.95M -$3.6M -33,748 -65%
VCA
1099
Verdence Capital Advisors
Maryland
$1.95M +$112K +1,052 +6%
RFO
1100
RiverGlades Family Offices
Florida
$1.94M +$2.88K +27 +0.1%
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