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

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.25B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.59B
3
VWM
Venturi Wealth Management
Texas
$96.9M
4
LPL Financial
LPL Financial
California
$1.64B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$427M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.06B
2
HNB
Huntington National Bank
Ohio
$223M
3
SWM
Scissortail Wealth Management
Oklahoma
$1.94M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$47.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
126
First National Trust
Pennsylvania
$58.4M -$784K -6,699 -1%
AIMCA
127
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$58.3M +$48.8M +416,845 +508%
SFG
128
Sage Financial Group
Pennsylvania
$58.2M +$1.32M +11,308 +2%
QWP
129
Quotient Wealth Partners
Texas
$57.7M +$829K +7,088 +1%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$57.3M -$472K -4,034 -0.8%
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$57M +$4.26M +36,464 +8%
BSB
132
Bangor Savings Bank
Maine
$56.2M +$1.44M +12,343 +3%
CA
133
Clearstead Advisors
Ohio
$56M +$1.9M +16,237 +4%
LWMT
134
Legacy Wealth Management (Tennessee)
Tennessee
$55.9M +$1.52M +13,010 +3%
WA
135
Wealth Architects
California
$54.2M +$2.86M +24,452 +6%
FT
136
Fiduciary Trust
Massachusetts
$54.2M +$283K +2,423 +0.5%
RJT
137
Raymond James Trust
Florida
$53M +$1.9M +16,270 +4%
Bank of Nova Scotia
138
Bank of Nova Scotia
Ontario, Canada
$52.9M – – –
BBHC
139
Brown Brothers Harriman & Co
New York
$52.8M +$42.7M +365,402 +427%
SWM
140
Stockman Wealth Management
Montana
$51.4M +$4.71M +40,275 +10%
CIA
141
Choate Investment Advisors
Massachusetts
$51.2M +$2.37M +20,255 +5%
NQWM
142
Northwest Quadrant Wealth Management
Oregon
$50.9M +$40.6K +347 +0.1%
FLPIM
143
F.L. Putnam Investment Management
Massachusetts
$50.8M -$2.07M -17,666 -4%
Victory Capital Management
144
Victory Capital Management
Texas
$50.4M -$19.2M -163,773 -28%
CWM
145
Cahaba Wealth Management
Georgia
$49.7M +$1.13M +9,639 +2%
MWM
146
Mission Wealth Management
California
$49.5M +$643K +5,500 +1%
SA
147
Sanctuary Advisors
Indiana
$48.8M -$3.41M -27,269 -7%
AllianceBernstein
148
AllianceBernstein
Tennessee
$48.5M +$10M +85,678 +26%
CWM
149
Calamos Wealth Management
Illinois
$48.2M +$1.84M +15,748 +4%
AF
150
Arrow Financial
New York
$48M -$2.1M -17,932 -4%
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