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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 %
DCM
1576
Donaldson Capital Management
Indiana
$580K +$221K +2,068 +61%
AA
1577
Advisory Alpha
Michigan
$579K +$19K +178 +3%
IWP
1578
Invenio Wealth Partners
Florida
$578K – – –
TC
1579
Trust Company
Kansas
$578K – – –
FM
1580
Family Management
New York
$577K – – –
HPM
1581
Hoxton Planning & Management
West Virginia
$577K +$2.24K +21 +0.4%
AIFAIM
1582
American Institute for Advanced Investment Management
Arizona
$576K -$10K -94 -2%
FCH
1583
Freestone Capital Holdings
Washington
$574K -$69K -647 -11%
BCA
1584
Ballentine Capital Advisors
South Carolina
$573K -$95.5K -895 -14%
CCWM
1585
Correct Capital Wealth Management
Missouri
$572K -$18.5K -173 -3%
LWM
1586
Lyell Wealth Management
California
$572K – – –
KTA
1587
Keeley-Teton Advisors
Illinois
$572K +$50.7K +475 +10%
COCM
1588
Charter Oak Capital Management
New Hampshire
$570K -$149K -1,400 -21%
WF
1589
WoodTrust Financial
Wisconsin
$569K +$569K +5,337 New
LRIA
1590
Leonard Rickey Investment Advisors
Washington
$567K -$26.8K -251 -5%
SFP
1591
Strategic Financial Planning
Texas
$565K – – –
VCM
1592
Vivaldi Capital Management
Illinois
$565K -$116K -1,087 -17%
ST
1593
Somerset Trust
Pennsylvania
$563K – – –
WPC
1594
White Pine Capital
Minnesota
$563K -$4.27K -40 -0.8%
FNA
1595
First National Advisers
Nebraska
$559K +$88.7K +832 +19%
RA
1596
Ruggaard & Associates
Ohio
$559K -$26.7K -250 -5%
BOPW
1597
Brandywine Oak Private Wealth
Pennsylvania
$558K -$10.2K -96 -2%
VWM
1598
Venturi Wealth Management
Texas
$558K -$21K -197 -4%
AIM
1599
Alhambra Investment Management
Florida
$557K +$1.92K +18 +0.3%
TPA
1600
Trivium Point Advisory
Connecticut
$557K +$557K +5,225 New
62 63
64
65 66