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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 %
FFG
1626
Foundry Financial Group
New Hampshire
$520K -$297K -2,786 -36%
BWA
1627
Bordeaux Wealth Advisors
California
$520K -$59.7K -560 -10%
LSA
1628
Lion Street Advisors
Texas
$519K -$10.8K -101 -2%
TSWM
1629
Tyler-Stone Wealth Management
Ohio
$518K +$93.5K +877 +22%
WFA
1630
Wells Financial Advisors
Massachusetts
$515K – – –
TFA
1631
Teamwork Financial Advisors
Texas
$513K -$430K -4,036 -46%
WFA
1632
WMG Financial Advisors
Tennessee
$513K -$1.07K -10 -0.2%
BFA
1633
Buttonwood Financial Advisors
Maryland
$511K -$83.7K -785 -14%
RZH
1634
Relyea Zuckerberg Hanson
Connecticut
$510K – – –
TNB
1635
Thomasville National Bank
Georgia
$509K -$99.2K -930 -16%
KSWA
1636
Kathleen S. Wright Associates
Pennsylvania
$508K +$2.56K +24 +0.5%
BCM
1637
BTC Capital Management
Iowa
$508K +$14.7K +138 +3%
CMP
1638
Courage Miller Partners
Virginia
$507K – – –
BB
1639
Berkshire Bank
Massachusetts
$507K – – –
DIP
1640
DT Investment Partners
Pennsylvania
$507K -$10.7K -100 -2%
FFA
1641
Founders Financial Alliance
North Carolina
$504K +$9.71K +91 +2%
LOPW
1642
Live Oak Private Wealth
North Carolina
$504K +$65.6K +615 +15%
SCM
1643
Saxony Capital Management
Missouri
$504K -$588K -5,515 -54%
WWM
1644
Wolff Wiese Magana
California
$500K +$333K +3,119 +199%
TPWA
1645
Twin Peaks Wealth Advisors
California
$500K – – –
SIC
1646
Salem Investment Counselors
North Carolina
$499K -$162K -1,521 -25%
CPA
1647
Clear Point Advisors
New York
$499K -$7.15K -67 -1%
HCMG
1648
Howard Capital Management Group
California
$498K -$10.1K -95 -2%
GFPC
1649
Global Financial Private Client
Florida
$497K +$346K +3,245 +229%
SEEDPG
1650
S.E.E.D. Planning Group
New York
$496K -$125K -1,171 -20%
64 65
66
67 68