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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 %
BIM
1101
Baldwin Investment Management
Pennsylvania
$1.93M -$21.3K -200 -1%
RGF
1102
Retirement Guys Formula
Ohio
$1.93M +$1.93M +18,099 New
BC
1103
Brio Consultants
California
$1.93M +$2.99K +28 +0.2%
MIS
1104
Morningstar Investment Services
Illinois
$1.93M +$617K +5,831 +47%
WWA
1105
WCG Wealth Advisors
Nevada
$1.93M -$206K -1,927 -10%
CWA
1106
CM Wealth Advisors
Ohio
$1.92M -$3.85M -36,092 -67%
TCM
1107
TruNorth Capital Management
Michigan
$1.92M +$36.3K +340 +2%
FIA
1108
Foundations Investment Advisors
Arizona
$1.91M -$644K -6,034 -25%
H
1109
HoyleCohen
California
$1.91M +$26.8K +251 +1%
BB
1110
Busey Bank
Illinois
$1.9M +$289K +2,710 +18%
MTIC
1111
Missouri Trust & Investment Company
Missouri
$1.89M -$54.9K -515 -3%
PB
1112
Pinnacle Bancorp
Nebraska
$1.89M -$13.8K -129 -0.7%
CG
1113
Caprock Group
Idaho
$1.87M +$1.07M +10,007 +132%
CAL
1114
Capital Advisors Ltd
Ohio
$1.87M +$14.7K +138 +0.8%
SL
1115
SWMG LLC
Texas
$1.87M +$4.91K +46 +0.3%
SC
1116
Steph & Co
Wisconsin
$1.87M -$533 -5 -0%
IAIM
1117
International Assets Investment Management
Florida
$1.86M -$70.8K -664 -4%
EC
1118
Estate Counselors
Wisconsin
$1.86M -$2.75M -25,806 -60%
SFG
1119
Sunburst Financial Group
Alabama
$1.86M -$22.8K -214 -1%
WEG
1120
World Equity Group
Illinois
$1.85M -$1.68M -15,722 -47%
IAA
1121
Independent Advisor Alliance
North Carolina
$1.85M +$640K +6,002 +53%
RCG
1122
Regatta Capital Group
California
$1.85M -$38.5K -361 -2%
JF
1123
JSF Financial
California
$1.84M -$11.5K -108 -0.6%
CT
1124
Colonial Trust
South Carolina
$1.83M +$2.45K +23 +0.1%
LA
1125
LPF Advisors
Florida
$1.83M +$280K +2,629 +18%
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