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

2,314 hedge funds and large institutions have $56.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 1,046 increasing their positions, 867 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,314
Holders Change
+15
Holders Change %
+0.65%
% of All Funds
33.55%
Holding in Top 10
343
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-7.05%
% of All Funds
4.97%
New
141
Increased
1,046
Reduced
867
Closed
95
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.23B
2
Bank of America
Bank of America
North Carolina
$3.39B
3
CAM
Cresset Asset Management
Illinois
$621M
4
LPL Financial
LPL Financial
California
$1.44B
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$196M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
HNB
Huntington National Bank
Ohio
$240M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$953M
4
PPFA
Provida Pension Fund Administrator
Chile
$428M
5
Goldman Sachs
Goldman Sachs
New York
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
QWP
126
Quotient Wealth Partners
Texas
$51.9M +$2.67M +24,118 +5%
FT
127
Fiduciary Trust
Massachusetts
$51.8M -$962K -8,700 -2%
AWS
128
Atria Wealth Solutions
New York
$51.7M -$630K -5,702 -1%
Bank of Nova Scotia
129
Bank of Nova Scotia
Ontario, Canada
$51.5M -$147K -1,330 -0.3%
EH
130
Equitable Holdings
New York
$50.5M +$755K +6,827 +2%
LWMT
131
Legacy Wealth Management (Tennessee)
Tennessee
$49.9M +$1.71M +15,483 +4%
BSB
132
Bangor Savings Bank
Maine
$49.8M +$1.89M +17,100 +4%
MWM
133
Mission Wealth Management
California
$49.6M +$923K +8,352 +2%
Kovitz Investment Group Partners
134
Kovitz Investment Group Partners
Illinois
$49.5M +$49.5M +447,794 New
FLPIM
135
F.L. Putnam Investment Management
Massachusetts
$49.3M -$104K -945 -0.2%
NA
136
NewEdge Advisors
Louisiana
$49.1M +$1.05M +9,532 +2%
SFG
137
Sage Financial Group
Pennsylvania
$48.9M +$2.63M +23,806 +6%
VC
138
Vicus Capital
Pennsylvania
$48.9M +$689K +6,235 +1%
OAM
139
Oppenheimer Asset Management
New York
$48.4M -$5.43M -49,120 -10%
Charles Schwab
140
Charles Schwab
California
$47.8M -$83.3M -754,069 -64%
NQWM
141
Northwest Quadrant Wealth Management
Oregon
$47.7M +$298K +2,699 +0.6%
CPSAC
142
Chas P. Smith & Associates (CPS)
Florida
$47.2M +$3.37M +30,457 +8%
WA
143
Wealth Architects
California
$47.1M +$853K +7,721 +2%
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$46.2M -$8.56M -77,453 -16%
WP
145
WMS Partners
Maryland
$46.2M +$3.26M +29,509 +8%
CA
146
Cetera Advisors
Colorado
$46.1M +$10.1M +91,439 +28%
PGFC
147
Peapack-Gladstone Financial Corp
New Jersey
$46M +$2.54M +23,009 +6%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$45.4M +$300K +2,625 +0.7%
RJT
149
Raymond James Trust
Florida
$45.4M +$1.99M +17,991 +5%
AIMCA
150
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$44.8M +$44.8M +405,723 New
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