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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 %
MCM
1701
Mitchell Capital Management
Kansas
$498K -$9.62K -87 -2%
CWM
1702
Concentrum Wealth Management
California
$498K -$504K -4,559 -50%
BWP
1703
Baldwin Wealth Partners
Massachusetts
$496K -$44.5K -403 -8%
JHCP
1704
Jackson Hole Capital Partners
Oklahoma
$495K +$132K +1,196 +36%
HFA
1705
High Falls Advisors
New York
$494K -$1.55K -14 -0.3%
PWM
1706
Paulson Wealth Management
Illinois
$492K +$136K +1,230 +38%
PIA
1707
Powell Investment Advisors
Florida
$491K -$185K -1,672 -27%
PAMG
1708
Patton Albertson Miller Group
Tennessee
$490K -$406K -3,674 -45%
BI
1709
Ballast Inc
Kentucky
$489K -$8.73K -79 -2%
HP
1710
Holistic Planning
Texas
$488K -$20.2K -183 -4%
FNA
1711
First National Advisers
Nebraska
$487K +$33.3K +301 +7%
PSA
1712
Plum Street Advisors
Louisiana
$486K +$90.1K +770 +23%
SFO
1713
Stokes Family Office
Louisiana
$485K +$442 +4 +0.1%
AF
1714
Apollon Financial
South Carolina
$482K +$225K +2,040 +88%
NIC
1715
Northwest Investment Counselors
Oregon
$481K -$37.8K -342 -7%
BP
1716
BBR Partners
New York
$481K +$46.5K +421 +11%
EBA
1717
Eagle Bay Advisors
New York
$481K -$90.3K -817 -16%
WCM
1718
Weaver Capital Management
Georgia
$479K – – –
ARA
1719
Alexander Randolph Advisory
Virginia
$479K -$33.9K -307 -7%
CCT
1720
Capital City Trust
Florida
$478K – – –
BC
1721
Bowman & Company
Wisconsin
$478K -$23.8K -215 -5%
SVWG
1722
Shared Vision Wealth Group
United States
$477K -$50.6K -458 -10%
EHC
1723
Everett Harris & Co
California
$477K +$2.1K +19 +0.4%
BFG
1724
Bouchey Financial Group
New York
$476K -$3.65K -33 -0.8%
HBWM
1725
Hollow Brook Wealth Management
New York
$476K +$663 +6 +0.1%
67 68
69
70 71