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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 %
FWM
1201
Forza Wealth Management
Florida
$1.46M -$5.76K -54 -0.4%
CCM
1202
Coldstream Capital Management
Washington
$1.46M +$204K +1,917 +16%
TF
1203
Trek Financial
Arizona
$1.46M -$514K -4,821 -26%
RW
1204
Rockport Wealth
Ohio
$1.46M -$16.9K -158 -1%
SIA
1205
SeaBridge Investment Advisors
New Jersey
$1.46M +$444K +4,160 +44%
LWP
1206
Laurel Wealth Planning
Minnesota
$1.46M -$1.43M -13,387 -49%
T
1207
TNF
Montana
$1.46M -$160K -1,402 -10%
ADL
1208
Asset Dedication LLC
California
$1.45M +$20.4K +191 +1%
WC
1209
Weil Company
California
$1.44M +$249K +2,334 +21%
TWM
1210
Thrive Wealth Management
Pennsylvania
$1.44M +$13.8K +129 +1%
CCA
1211
Cobblestone Capital Advisors
New York
$1.44M -$6.19K -58 -0.4%
AWA
1212
Aaron Wealth Advisors
Illinois
$1.44M -$61.8K -579 -4%
SSA
1213
Sierra Summit Advisors
Nevada
$1.44M +$195K +1,832 +16%
FNC
1214
First National Corp
Massachusetts
$1.43M +$15.3K +143 +1%
CFP
1215
Cypress Financial Planning
New Jersey
$1.43M +$6.83K +64 +0.5%
ACG
1216
Allen Capital Group
Nebraska
$1.43M +$89.9K +843 +7%
WA
1217
WP Advisors
California
$1.43M +$5.23K +49 +0.4%
BFM
1218
Broadview Financial Management
Wisconsin
$1.43M +$133K +1,251 +10%
RFA
1219
Resurgent Financial Advisors
Georgia
$1.42M -$523K -4,906 -27%
BTI
1220
Blue Trust Inc
Georgia
$1.42M +$25.1K +227 +2%
RIA
1221
Realta Investment Advisors
Delaware
$1.41M -$132K -1,241 -9%
FFA
1222
First Foundation Advisors
California
$1.41M -$116K -1,086 -8%
WI
1223
Wintrust Investments
Illinois
$1.4M +$286K +2,678 +26%
LFG
1224
Leverty Financial Group
Wisconsin
$1.38M -$23.1K -217 -2%
CWA
1225
Continuum Wealth Advisors
New York
$1.38M -$9.71K -91 -0.7%
47 48
49
50 51