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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
33.54%
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
+$521M
2
Bank of America
Bank of America
North Carolina
+$313M
3
CAM
Cresset Asset Management
Illinois
+$279M
4
LPL Financial
LPL Financial
California
+$140M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$119M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.03B
2
HNB
Huntington National Bank
Ohio
-$213M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$200M
4
PPFA
Provida Pension Fund Administrator
Chile
-$148M
5
Goldman Sachs
Goldman Sachs
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
1551
Droms Strauss Advisors
Missouri
$682K +$22.8K +206 +3%
CFS
1552
Commonwealth Financial Services
West Virginia
$682K – – –
SFP
1553
Shepherd Financial Partners
Massachusetts
$676K +$10.8K +98 +2%
MLL
1554
Moody Lynn & Lieberson
Massachusetts
$673K -$11.3K -102 -2%
PTC
1555
Philadelphia Trust Company
Pennsylvania
$671K – – –
LWM
1556
Lakeridge Wealth Management
Ohio
$671K +$105K +947 +18%
SSW
1557
Smith Shellnut Wilson
Mississippi
$670K -$1.55K -14 -0.2%
NB
1558
Nicolet Bankshares
Wisconsin
$669K +$41.4K +375 +7%
MWM
1559
McNaughton Wealth Management
California
$667K +$221 +2 +0%
TI
1560
Truepoint Inc
Ohio
$666K -$46.8K -423 -7%
FCH
1561
Freestone Capital Holdings
Washington
$666K -$80.6K -729 -11%
FCFC
1562
First Commonwealth Financial Corp
Pennsylvania
$664K – – –
IIM
1563
Ipswich Investment Management
Massachusetts
$663K +$5.53K +50 +0.8%
JCM
1564
Janney Capital Management
Pennsylvania
$663K -$26.5K -240 -4%
TIM
1565
Thompson Investment Management
Wisconsin
$663K +$62.7K +567 +10%
NAG
1566
Northstar Advisory Group
New Jersey
$662K -$5.95M -54,304 -90%
FWM
1567
FMB Wealth Management
California
$658K – – –
BA
1568
Brightwater Advisory
Florida
$657K -$37.4K -338 -5%
SP
1569
Sequent Planning
Nebraska
$656K +$656K +5,940 New
BBW
1570
Blue Barn Wealth
Utah
$654K -$6.74K -61 -1%
IIA
1571
Integral Investment Advisors
California
$654K +$654K +5,943 New
NA
1572
Navellier & Associates
Nevada
$653K – – –
SEEDPG
1573
S.E.E.D. Planning Group
New York
$644K +$201K +1,822 +46%
KA
1574
Kearns & Associates
California
$642K – – –
MAM
1575
MMA Asset Management
Pennsylvania
$641K +$9.65K +89 +2%
61 62
63
64 65