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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 %
TCM
1426
TD Capital Management
Tennessee
$811K +$1.28K +12 +0.2%
MCM
1427
MV Capital Management
Maryland
$810K +$6.93K +65 +0.9%
PFBT
1428
Parkside Financial Bank & Trust
Missouri
$808K +$107 +1 +0%
SCA
1429
Stokes Capital Advisors
South Carolina
$808K -$32.9K -308 -4%
FFL
1430
Financial Freedom LLC
Ohio
$807K +$74.5K +698 +10%
ACA
1431
American Capital Advisory
Idaho
$805K +$151K +1,398 +23%
QCM
1432
QRG Capital Management
Illinois
$803K -$5.65K -53 -0.7%
AFG
1433
Allegheny Financial Group
Pennsylvania
$802K +$57.9K +543 +8%
MI
1434
Moneywise Inc
Virginia
$801K -$33.9K -318 -4%
VPP
1435
Vertex Planning Partners
Illinois
$800K -$18.3K -172 -2%
HWM
1436
Hohimer Wealth Management
Washington
$797K -$11K -103 -1%
GWM
1437
Greenhouse Wealth Management
Connecticut
$788K +$2.67K +25 +0.3%
GKIM
1438
GW&K Investment Management
Massachusetts
$787K -$12.9K -121 -2%
KAM
1439
Kraft Asset Management
Tennessee
$786K – – –
RG
1440
Rathbones Group
United Kingdom
$786K +$90.7K +850 +13%
SC
1441
Scotia Capital
Ontario, Canada
$785K -$20.4K -191 -3%
CKAIS
1442
Christensen King & Associates Investment Services
Washington
$785K +$228K +2,136 +41%
Invesco
1443
Invesco
Georgia
$784K +$52.6K +493 +7%
WJWM
1444
Williams Jones Wealth Management
New York
$782K -$92.6K -868 -11%
CCWM
1445
Cassaday & Co Wealth Management
Virginia
$774K -$54.2K -508 -7%
WOSD
1446
WFA of San Diego
California
$767K +$767K +7,195 New
LWCFA
1447
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$766K -$26.1K -223 -3%
IA
1448
Insight Advisors
Pennsylvania
$765K +$17.2K +161 +2%
Deutsche Bank
1449
Deutsche Bank
Germany
$763K +$55.4K +519 +8%
EAM
1450
Empirical Asset Management
Massachusetts
$763K +$540K +5,062 +242%
56 57
58
59 60