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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 %
G
1301
GenTrust
Florida
$1.11M +$605K +5,670 +120%
NF
1302
NavPoint Financial
Minnesota
$1.1M -$45.4K -426 -4%
KLCM
1303
KG&L Capital Management
Louisiana
$1.1M +$56.7K +532 +5%
BWA
1304
BlueChip Wealth Advisors
Georgia
$1.1M -$126K -1,177 -10%
GI
1305
GS Investments
Minnesota
$1.1M -$1.07K -10 -0.1%
PC
1306
Port Capital
Illinois
$1.09M +$426 +4 +0%
ZIC
1307
ZWJ Investment Counsel
Georgia
$1.08M +$141K +1,318 +15%
SFG
1308
Sovereign Financial Group
Connecticut
$1.08M -$85.9K -805 -7%
WHG
1309
Westwood Holdings Group
Texas
$1.07M -$5.76K -54 -0.5%
IIC
1310
Integrated Investment Consultants
Michigan
$1.07M – – –
IFO
1311
Independent Family Office
New York
$1.07M +$629K +5,900 +143%
BL
1312
Balentine LLC
Georgia
$1.07M +$146K +1,373 +16%
LC
1313
Lincoln Capital
Nebraska
$1.07M -$22.2K -208 -2%
MW
1314
Maia Wealth
Colorado
$1.07M +$1.07M +9,461 New
PPW
1315
Pasadena Private Wealth
California
$1.07M – – –
JIR
1316
James Investment Research
Ohio
$1.07M -$24K -225 -2%
TF
1317
Tompkins Financial
New York
$1.07M -$18.3K -172 -2%
PCA
1318
Prosperity Capital Advisors
Ohio
$1.06M -$658K -6,173 -38%
OCM
1319
Orion Capital Management
California
$1.06M -$302K -2,836 -22%
AC
1320
AWM Capital
Arizona
$1.06M – – –
OC
1321
Opinicus Capital
Florida
$1.06M -$22.8K -214 -2%
ACP
1322
Aviance Capital Partners
Florida
$1.05M +$7.25K +68 +0.7%
AW
1323
Avion Wealth
Texas
$1.05M +$86.5K +811 +9%
GSEP
1324
Golden State Equity Partners
California
$1.05M +$1.05M +9,845 New
WCWM
1325
Wooster Corthell Wealth Management
Connecticut
$1.05M -$12.7K -119 -1%
51 52
53
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