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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.25B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.59B
3
VWM
3
Venturi Wealth Management
Texas
$96.9M
4
LPL Financial
4
LPL Financial
California
$1.64B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$427M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.06B
2
HNB
2
Huntington National Bank
Ohio
$223M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$1.94M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$47.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
101
Whittier Trust
California
$73M +$1.76M +15,050 +2%
SIC
102
Sigma Investment Counselors
Michigan
$69.8M +$249K +2,127 +0.4%
PAG
103
Private Advisor Group
New Jersey
$68.6M +$6.62M +56,344 +11%
SPIA
104
Steward Partners Investment Advisory
New York
$68.6M +$2.24M +19,119 +3%
EH
105
Equitable Holdings
New York
$67.5M +$2.32M +19,815 +4%
SF
106
Synovus Financial
Georgia
$67.2M +$6.32M +54,044 +10%
SLT
107
St Louis Trust
Missouri
$67M -$589K -5,034 -0.9%
Kovitz Investment Group Partners
108
Kovitz Investment Group Partners
Illinois
$65M +$4.28M +57,069 +7%
FSC
109
Full Sail Capital
Oklahoma
$64.9M -$496K -4,243 -0.8%
BCM
110
Becker Capital Management
Oregon
$63.8M +$880K +7,520 +1%
IC
111
IEQ Capital
California
$63.8M +$33.8M +289,010 +113%
APCM
112
Alaska Permanent Capital Management
Alaska
$63.4M +$122K +1,040 +0.2%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$62.9M -$723K -6,179 -1%
AWS
114
Atria Wealth Solutions
New York
$62.3M +$3.15M +26,944 +5%
SWP
115
Stratos Wealth Partners
Ohio
$62.3M +$10.9K +93 +0%
KA
116
Klingman & Associates
New York
$62.2M +$1.48M +12,615 +2%
FBFS
117
First Business Financial Services
Wisconsin
$61.9M -$3.01M -25,772 -5%
TIAA Trust, National Association
118
TIAA Trust, National Association
North Carolina
$61.4M +$4.23M +36,199 +7%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$61M +$539K +4,611 +0.9%
NA
120
NewEdge Advisors
Louisiana
$60.7M +$7.5M +64,157 +14%
ODIJL
121
One Day In July LLC
Vermont
$59.8M -$3.99M -34,117 -6%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$59.6M +$2.16M +18,459 +4%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$59.4M +$668K +5,775 +1%
FA
124
Financial Advisors
Massachusetts
$58.8M +$1.54M +13,164 +3%
VC
125
Vicus Capital
Pennsylvania
$58.6M +$6.36M +54,365 +12%
3 4
5
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