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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 %
TFM
1176
TFC Financial Management
Massachusetts
$1.59M -$24.1K -226 -1%
GA
1177
Goldstein Advisors
Wisconsin
$1.58M +$23.9K +224 +2%
SFP
1178
Sweet Financial Partners
Minnesota
$1.57M – – –
CA
1179
Cambridge Advisors
Nebraska
$1.57M +$9.07K +85 +0.6%
DWG
1180
Darden Wealth Group
Michigan
$1.56M -$75.3K -706 -5%
PI
1181
PFG Investments
New York
$1.55M -$1.07M -9,989 -41%
CF
1182
Centaurus Financial
California
$1.54M -$1.05M -9,855 -41%
SCA
1183
St. Clair Advisors
Ohio
$1.54M +$38.5K +361 +3%
SMWM
1184
Silvia McColl Wealth Management
California
$1.53M – – –
CFD
1185
Creative Financial Designs
Indiana
$1.53M -$579K -5,426 -27%
EIA
1186
Edgemoor Investment Advisors
Maryland
$1.52M -$9.29M -87,133 -86%
MC
1187
Moors & Cabot
Massachusetts
$1.52M +$151K +1,412 +11%
NB
1188
NBT Bank
New York
$1.51M +$315K +2,958 +26%
AWM
1189
Accurate Wealth Management
Florida
$1.51M +$483K +4,283 +47%
ATWA
1190
Arbor Trust Wealth Advisors
Michigan
$1.51M +$57.6K +540 +4%
GPI
1191
General Partner Inc
Pennsylvania
$1.51M +$9.07K +85 +0.6%
PWA
1192
Pillar Wealth Advisors
Pennsylvania
$1.5M -$258K -2,423 -15%
KWA
1193
Kingswood Wealth Advisors
California
$1.49M +$666K +6,242 +81%
LFG
1194
Larson Financial Group
Missouri
$1.49M +$255K +2,391 +21%
SWC
1195
Spectrum Wealth Counsel
Indiana
$1.49M +$503K +4,716 +51%
FCB
1196
First County Bank
Connecticut
$1.49M -$50.1K -470 -3%
CPRC
1197
Consolidated Portfolio Review Corp
New York
$1.48M +$246K +2,307 +20%
PAM
1198
Peak Asset Management
Colorado
$1.47M – – –
PW
1199
Peninsula Wealth
California
$1.47M +$32.8K +295 +2%
JCM
1200
Jacobi Capital Management
Pennsylvania
$1.47M +$530K +4,970 +56%
46 47
48
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