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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 %
JF
1151
JSF Financial
California
$1.92M -$244K -2,207 -11%
BA
1152
Bridge Advisory
California
$1.92M -$188K -1,704 -9%
PPP
1153
Private Portfolio Partners
New Jersey
$1.91M +$139K +1,257 +8%
AWA
1154
Arkadios Wealth Advisors
Georgia
$1.91M +$283K +2,562 +17%
VCA
1155
Verdence Capital Advisors
Maryland
$1.9M +$210K +1,897 +12%
CT
1156
Colonial Trust
South Carolina
$1.9M +$63.2K +572 +3%
OWP
1157
Obermeyer Wealth Partners
Colorado
$1.89M +$16K +145 +0.9%
MCM
1158
Maple Capital Management
Vermont
$1.89M +$348K +3,147 +23%
AO
1159
Advisor OS
Illinois
$1.86M -$649K -5,870 -26%
AIA
1160
Alera Investment Advisors
Illinois
$1.86M -$356K -3,218 -16%
WGCA
1161
Wolf Group Capital Advisors
Virginia
$1.85M – – –
FVWA
1162
Foster Victor Wealth Advisors
South Carolina
$1.85M -$61.9K -583 -3%
FA
1163
Faithward Advisors
Pennsylvania
$1.85M -$32.5K -294 -2%
TFCP
1164
Twin Focus Capital Partners
Massachusetts
$1.85M +$7.74K +70 +0.4%
SWM
1165
Scissortail Wealth Management
Oklahoma
$1.85M +$1.85M +16,721 New
DWA
1166
Dougherty Wealth Advisers
Minnesota
$1.83M – – –
VWA
1167
Visionary Wealth Advisors
Illinois
$1.83M -$34.9K -316 -2%
SL
1168
Sentinus LLC
Illinois
$1.83M +$1.83M +16,569 New
CWC
1169
Carolinas Wealth Consulting
North Carolina
$1.83M -$1.65M -14,934 -47%
PWA
1170
Pillar Wealth Advisors
Pennsylvania
$1.83M -$286K -2,588 -14%
NFP
1171
Narus Financial Partners
Utah
$1.82M +$214K +1,940 +13%
PIM
1172
Penobscot Investment Management
Massachusetts
$1.82M -$33.7K -305 -2%
MIM
1173
Macroview Investment Management
Maryland
$1.81M +$57.3K +518 +3%
E
1174
ETFidea
New York
$1.81M -$83K -751 -4%
CAAM
1175
Cornerstone Advisors Asset Management
Pennsylvania
$1.8M -$10.1K -91 -0.6%
45 46
47
48 49