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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 %
DFA
1151
Delta Financial Advisors
Louisiana
$1.72M +$107 +1 +0%
VFG
1152
Valley Financial Group
Pennsylvania
$1.71M -$7.68K -72 -0.4%
TFCP
1153
Twin Focus Capital Partners
Massachusetts
$1.69M -$91.7K -860 -5%
CWC
1154
Carolinas Wealth Consulting
North Carolina
$1.69M -$70.5K -661 -4%
FPGK
1155
Financial Partners Group (Kansas)
Kansas
$1.69M -$253K -2,374 -13%
RL
1156
Rogco LP
Oklahoma
$1.69M +$25.9K +243 +2%
SFM
1157
Signet Financial Management
New Jersey
$1.68M -$222K -2,083 -12%
PGA
1158
Portland Global Advisors
Maine
$1.67M +$56K +525 +3%
AIA
1159
Alera Investment Advisors
Illinois
$1.67M -$120K -1,129 -7%
HNWAG
1160
High Net Worth Advisory Group
Florida
$1.67M +$533 +5 +0%
ZF
1161
Zhang Financial
Michigan
$1.67M +$3.09K +29 +0.2%
RIA
1162
Retirement Investment Advisors
Oklahoma
$1.66M +$1.66M +15,569 New
DAS
1163
Diversify Advisory Services
Utah
$1.66M +$236K +2,239 +17%
ICP
1164
Interchange Capital Partners
Pennsylvania
$1.65M +$311K +2,916 +23%
WC
1165
Woodstock Corp
Massachusetts
$1.65M +$90.1K +845 +6%
GI
1166
GAMMA Investing
California
$1.65M +$535K +5,013 +48%
GPWA
1167
Great Point Wealth Advisors
Massachusetts
$1.64M -$37.7K -353 -2%
SAM
1168
Secure Asset Management
Michigan
$1.64M +$284K +2,665 +21%
JWCA
1169
J.W. Coons Advisors
Ohio
$1.64M -$210K -1,971 -11%
TWP
1170
Tyche Wealth Partners
Texas
$1.64M -$659K -6,174 -29%
BA
1171
Bridge Advisory
California
$1.63M -$217K -2,033 -12%
RWMG
1172
Redwood Wealth Management Group
New Jersey
$1.63M +$23.3K +218 +1%
RWM
1173
Rockwood Wealth Management
Pennsylvania
$1.63M +$46.8K +439 +3%
TA
1174
TFG Advisers
Michigan
$1.6M -$82.5K -773 -5%
AO
1175
Advisor OS
Illinois
$1.6M -$201K -1,882 -11%
45 46
47
48 49