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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 %
EWA
1276
EverSource Wealth Advisors
Alabama
$1.2M +$99.3K +839 +9%
IFA
1277
Index Fund Advisors
California
$1.2M +$32.1K +301 +3%
1IA
1278
1834 Investment Advisors
Wisconsin
$1.19M -$135K -1,264 -10%
PCFFS
1279
Pacific Center for Financial Services
California
$1.19M -$213K -1,998 -15%
PA
1280
Probity Advisors
Texas
$1.19M -$328K -3,074 -22%
TSW
1281
Three Seasons Wealth
Utah
$1.19M – – –
IPW
1282
Intergy Private Wealth
Colorado
$1.19M +$16K +150 +1%
TTWM
1283
TCV Trust & Wealth Management
Virginia
$1.19M +$20.7K +194 +2%
ACA
1284
Aptus Capital Advisors
Alabama
$1.18M -$67.9K -637 -5%
CA
1285
Claro Advisors
Massachusetts
$1.18M +$128K +1,196 +12%
CWM
1286
Chemistry Wealth Management
New York
$1.17M -$50.6K -474 -4%
SR
1287
Syntax Research
Florida
$1.17M +$87.5K +820 +8%
DWM
1288
Defined Wealth Management
Oregon
$1.16M -$528K -4,951 -31%
SI
1289
Saxon Interests
Texas
$1.15M +$137K +1,286 +13%
SCA
1290
Sandy Cove Advisors
Massachusetts
$1.15M +$252K +2,362 +28%
CFFP
1291
Center for Financial Planning
Michigan
$1.15M -$47.7K -447 -4%
GWA
1292
GGM Wealth Advisors
Maryland
$1.14M -$111K -1,041 -9%
CHA
1293
Carmichael Hill & Associates
Maryland
$1.13M +$4.48K +42 +0.4%
CCM
1294
Crew Capital Management
Ohio
$1.13M +$140K +1,317 +14%
FPCP
1295
Fort Point Capital Partners
California
$1.13M -$40.4K -379 -3%
WCFA
1296
Walkner Condon Financial Advisors
Wisconsin
$1.12M -$31.1K -292 -3%
FCA
1297
FLC Capital Advisors
California
$1.12M -$6.51K -61 -0.6%
SPC
1298
Spirepoint Private Client
Florida
$1.12M -$7.47K -70 -0.7%
FAM
1299
Forte Asset Management
New York
$1.11M +$5.87K +55 +0.5%
FPGT
1300
Financial Partners Group (Tennessee)
Tennessee
$1.11M +$14.6K +137 +1%
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