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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
33.55%
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
$2.23B
2
Bank of America
Bank of America
North Carolina
$3.39B
3
CAM
Cresset Asset Management
Illinois
$621M
4
LPL Financial
LPL Financial
California
$1.44B
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$196M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
HNB
Huntington National Bank
Ohio
$240M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$953M
4
PPFA
Provida Pension Fund Administrator
Chile
$428M
5
Goldman Sachs
Goldman Sachs
New York
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
101
Oakworth Capital
Alabama
$65.4M +$1.74M +15,752 +3%
SIC
102
Sigma Investment Counselors
Michigan
$64.8M -$21.7K -196 -0%
WT
103
Whittier Trust
California
$64.4M +$2.91M +26,365 +5%
ODIJL
104
One Day In July LLC
Vermont
$63.9M -$126K -1,140 -0.2%
APCM
105
Alaska Permanent Capital Management
Alaska
$63.6M +$10.4M +93,710 +19%
SLT
106
St Louis Trust
Missouri
$61.8M +$351K +3,180 +0.6%
FBFS
107
First Business Financial Services
Wisconsin
$61.6M +$275K +2,492 +0.4%
SPIA
108
Steward Partners Investment Advisory
New York
$61.2M +$3.66M +33,130 +6%
SWP
109
Stratos Wealth Partners
Ohio
$60.8M +$6.25M +56,555 +11%
BCM
110
Becker Capital Management
Oregon
$59.6M +$2.01M +18,186 +3%
PAG
111
Private Advisor Group
New Jersey
$59.5M +$61.3K +555 +0.1%
SF
112
Synovus Financial
Georgia
$59.4M +$5.32M +48,105 +10%
BF
113
BOK Financial
Oklahoma
$58.5M -$4.05M -37,054 -6%
TIAA Trust, National Association
114
TIAA Trust, National Association
North Carolina
$58.2M -$15.3M -138,829 -21%
AF
115
Arrow Financial
New York
$57.8M +$1.07M +9,671 +2%
FSC
116
Full Sail Capital
Oklahoma
$57.3M +$2.59M +23,395 +5%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$55.8M +$2.38M +21,561 +4%
KA
118
Klingman & Associates
New York
$55M +$1.9M +17,148 +4%
SWM
119
Spire Wealth Management
Virginia
$54.7M -$574K -1,182 -1%
FIB
120
First Interstate Bank
Montana
$54.5M -$737K -6,671 -1%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$54M -$27.7M -250,391 -34%
DWM
122
Dynasty Wealth Management
Florida
$53M +$53M +479,451 New
SFM
123
Stack Financial Management
Montana
$52.9M +$52.9M +479,015 New
FA
124
Financial Advisors
Massachusetts
$52.8M +$1.15M +10,428 +2%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$52.3M +$3.9M +35,318 +8%
3 4
5
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