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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
1
Envestnet Asset Management
Illinois
$1.83B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$576M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.72B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$161M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.23B

Top Sellers

1
GA
1
GFS Advisors
Texas
$9.31M
2
HNB
2
Huntington National Bank
Ohio
$230M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.94B
5
Wells Fargo
5
Wells Fargo
California
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
101
Sigma Investment Counselors
Michigan
$63.5M +$955K +8,958 +2%
OC
102
Oakworth Capital
Alabama
$62.9M -$276K -2,583 -0.4%
SLT
103
St Louis Trust
Missouri
$61.7M +$2.05M +19,246 +3%
SPIA
104
Steward Partners Investment Advisory
New York
$60.5M +$1.4M +13,154 +2%
FSC
105
Full Sail Capital
Oklahoma
$59.7M +$4.4M +41,258 +8%
EH
106
Equitable Holdings
New York
$59.4M +$10.7M +100,054 +22%
FBFS
107
First Business Financial Services
Wisconsin
$59.2M -$235K -2,204 -0.4%
ODIJL
108
One Day In July LLC
Vermont
$58.1M -$3.56M -33,366 -6%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$58.1M +$7.54M +70,733 +15%
APCM
110
Alaska Permanent Capital Management
Alaska
$57.8M -$3.57M -33,417 -6%
BCM
111
Becker Capital Management
Oregon
$57.4M -$166K -1,559 -0.3%
SWP
112
Stratos Wealth Partners
Ohio
$56.8M -$1.83M -17,191 -3%
BF
113
BOK Financial
Oklahoma
$56.5M -$454K -4,252 -0.8%
PAG
114
Private Advisor Group
New Jersey
$56.2M -$1.15M -10,822 -2%
JSAM
115
J. Safra Asset Management
New York
$56.2M -$19.7M -184,380 -26%
SF
116
Synovus Financial
Georgia
$55.5M -$1.85M -17,340 -3%
KA
117
Klingman & Associates
New York
$55.4M +$2.36M +22,104 +4%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$55.1M +$1.28M +11,959 +2%
DWM
119
Dynasty Wealth Management
Florida
$54M +$2.86M +26,855 +6%
FNT
120
First National Trust
Pennsylvania
$54M -$10.2M -95,913 -16%
AWS
121
Atria Wealth Solutions
New York
$53.9M +$4.05M +37,969 +8%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$53.5M +$11.6M +110,416 +28%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$52.7M +$559K +5,245 +1%
Envestnet Portfolio Solutions
124
Envestnet Portfolio Solutions
Illinois
$52.4M +$7.77M +72,857 +17%
FA
125
Financial Advisors
Massachusetts
$52.2M +$1.27M +11,874 +2%
3 4
5
6 7