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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 %
HCA
1576
Horan Capital Advisors
Ohio
$641K – – –
M
1577
MOTCO
Texas
$640K -$8.95K -81 -1%
AAMA
1578
Advanced Asset Management Advisors
Ohio
$639K – – –
BW
1579
BIP Wealth
Georgia
$638K -$27.9K -252 -4%
FNBTCON
1580
First National Bank & Trust Co of Newtown
Pennsylvania
$632K -$15.5K -140 -2%
TNB
1581
Thomasville National Bank
Georgia
$630K -$46.5K -421 -7%
PWP
1582
Perfromance Wealth Partners
Illinois
$630K – – –
GHA
1583
GW Henssler & Associates
Georgia
$629K +$11.7K +106 +2%
GHAM
1584
Gilman Hill Asset Management
Connecticut
$627K +$11.1K +100 +2%
AAG
1585
Armstrong Advisory Group
Massachusetts
$626K – – –
LCM
1586
Lazari Capital Management
California
$626K -$995 -9 -0.2%
FI
1587
FWG Investments
Kentucky
$626K -$20.1K -182 -3%
GJIA
1588
Glass Jacobson Investment Advisors
Maryland
$625K +$13.2K +119 +2%
TFM
1589
Trademark Financial Management
Minnesota
$624K -$82.4K -746 -12%
CIBC Asset Management
1590
CIBC Asset Management
Ontario, Canada
$624K -$25.4K -230 -4%
EFG
1591
Ethos Financial Group
Pennsylvania
$623K +$17.5K +158 +3%
LA
1592
Latitude Advisors
Florida
$622K +$51.8K +469 +9%
NSIM
1593
North Star Investment Management
Illinois
$619K +$94.6K +856 +18%
EFG
1594
Ehrlich Financial Group
California
$618K -$1.35M -12,248 -69%
BFA
1595
Buttonwood Financial Advisors
Maryland
$617K -$31.6K -286 -5%
C1AG
1596
Client 1st Advisory Group
Florida
$617K -$160K -1,449 -21%
SGCA
1597
Steel Grove Capital Advisors
Tennessee
$616K +$58.9K +533 +11%
LRIA
1598
Leonard Rickey Investment Advisors
Washington
$616K -$12K -109 -2%
ClearBridge Investments
1599
ClearBridge Investments
New York
$615K +$113K +1,023 +23%
WTA
1600
Washington Trust Advisors
Massachusetts
$614K +$1.99K +18 +0.3%
62 63
64
65 66