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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 %
MAM
1501
MMA Asset Management
Pennsylvania
$672K +$41K +384 +6%
PFA
1502
Professional Financial Advisors
Nebraska
$667K +$110K +1,035 +20%
AAG
1503
Armstrong Advisory Group
Massachusetts
$667K +$49.7K +466 +8%
GF
1504
GGM Financials
Ohio
$666K +$666K +6,248 New
CFS
1505
Commonwealth Financial Services
West Virginia
$665K -$4.46K -42 -0.7%
HWA
1506
Hillcrest Wealth Advisors
New Jersey
$664K – – –
BBW
1507
Blue Barn Wealth
Utah
$663K +$31.9K +299 +5%
AIS
1508
American Investment Services
Massachusetts
$662K -$5.87K -55 -0.9%
NWM
1509
Napa Wealth Management
California
$660K -$3.2K -30 -0.5%
STCOSD
1510
Sageworth Trust Company of South Dakota
South Dakota
$660K -$13K -122 -2%
MLL
1511
Moody Lynn & Lieberson
Massachusetts
$660K +$10.5K +98 +2%
TIM
1512
Thompson Investment Management
Wisconsin
$659K +$19.1K +179 +3%
NAG
1513
Northstar Advisory Group
New Jersey
$657K +$12.6K +118 +2%
KL
1514
KWMG LLC
Kansas
$654K -$33.8K -317 -5%
MAG
1515
Members Advisory Group
New York
$654K +$387K +3,625 +145%
SFP
1516
Shepherd Financial Partners
Massachusetts
$654K +$853 +8 +0.1%
CMI
1517
Clare Market Investments
Texas
$652K -$216K -2,022 -25%
DSA
1518
Droms Strauss Advisors
Missouri
$651K -$6.72K -63 -1%
FWM
1519
FMB Wealth Management
California
$650K +$15.3K +143 +2%
ICM
1520
IMS Capital Management
Oregon
$650K -$90.1K -800 -12%
WTA
1521
Washington Trust Advisors
Massachusetts
$648K +$55.6K +521 +9%
PTC
1522
Philadelphia Trust Company
Pennsylvania
$648K – – –
CP
1523
Creekside Partners
California
$648K +$648K +6,074 New
Wolverine Trading
1524
Wolverine Trading
Illinois
$648K -$67.8K -636 -9%
BFA
1525
Beacon Financial Advisory
Ohio
$648K -$77.3K -725 -11%
59 60
61
62 63