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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
$1.83B
2
PPFA
Provida Pension Fund Administrator
Chile
$576M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.72B
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.23B

Top Sellers

1
GA
GFS Advisors
Texas
$9.31M
2
HNB
Huntington National Bank
Ohio
$230M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.1M
4
Morgan Stanley
Morgan Stanley
New York
$1.94B
5
Wells Fargo
Wells Fargo
California
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
126
TIAA Trust, National Association
North Carolina
$52.2M -$4.02M -37,657 -7%
SFG
127
Sage Financial Group
Pennsylvania
$51.9M +$4.68M +43,922 +10%
QWP
128
Quotient Wealth Partners
Texas
$51.9M +$1.78M +16,712 +4%
FIB
129
First Interstate Bank
Montana
$51.3M -$1.35M -12,620 -3%
SFM
130
Stack Financial Management
Montana
$51.1M -$20.8K -195 -0%
BSB
131
Bangor Savings Bank
Maine
$49.9M +$1.87M +17,511 +4%
LWMT
132
Legacy Wealth Management (Tennessee)
Tennessee
$49.6M +$1.37M +12,855 +3%
CA
133
Clearstead Advisors
Ohio
$49.3M +$13.5M +126,588 +38%
FT
134
Fiduciary Trust
Massachusetts
$49.2M -$790K -7,404 -2%
NA
135
NewEdge Advisors
Louisiana
$48.5M +$1.2M +11,207 +3%
Bank of Nova Scotia
136
Bank of Nova Scotia
Ontario, Canada
$48.3M -$1.46M -13,728 -3%
FLPIM
137
F.L. Putnam Investment Management
Massachusetts
$48.2M +$583K +5,470 +1%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$48M +$3.62M +33,970 +8%
VC
139
Vicus Capital
Pennsylvania
$47.6M +$461K +4,322 +1%
WP
140
WMS Partners
Maryland
$47.1M +$2.55M +23,893 +6%
WA
141
Wealth Architects
California
$46.9M +$1.44M +13,510 +3%
RJT
142
Raymond James Trust
Florida
$46.6M +$2.78M +26,030 +6%
NQWM
143
Northwest Quadrant Wealth Management
Oregon
$46.4M +$385K +3,614 +0.8%
AF
144
Arrow Financial
New York
$45.7M -$10.1M -94,915 -18%
MWM
145
Mission Wealth Management
California
$44.6M -$3.32M -31,160 -7%
CIA
146
Choate Investment Advisors
Massachusetts
$44.5M +$7.98M +74,848 +22%
CWM
147
Cahaba Wealth Management
Georgia
$44.3M +$1.54M +14,467 +4%
Charles Schwab
148
Charles Schwab
California
$44.2M -$1.91M -17,891 -4%
SA
149
Sanctuary Advisors
Indiana
$44.1M +$44.1M +417,590 New
SWM
150
Stockman Wealth Management
Montana
$42.6M +$2.35M +21,999 +6%
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