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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
$1.83B
2
PPFA
Provida Pension Fund Administrator
Chile
$576M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.72B
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.23B

Top Sellers

1
GA
GFS Advisors
Texas
$9.31M
2
HNB
Huntington National Bank
Ohio
$230M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.1M
4
Morgan Stanley
Morgan Stanley
New York
$1.94B
5
Wells Fargo
Wells Fargo
California
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Savant Capital
Illinois
$42.4M +$5.72M +53,623 +16%
CWM
152
Calamos Wealth Management
Illinois
$42.3M +$1.5M +14,042 +4%
CI
153
Conning Inc
Connecticut
$41.9M -$1.01M -9,479 -2%
AF
154
Ally Financial
Michigan
$41.4M +$10.9M +102,000 +36%
VFA
155
Voya Financial Advisors
Connecticut
$41.1M -$1.36M -12,822 -3%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$40.2M +$12.5M +117,626 +45%
R
157
Rebalance
California
$39.9M +$420K +3,942 +1%
VA
158
Valmark Advisers
Ohio
$39M -$431K -4,043 -1%
RWM
159
RKL Wealth Management
Pennsylvania
$38.9M +$1.55M +14,505 +4%
HWA
160
HCR Wealth Advisors
California
$38.8M -$345K -3,234 -0.9%
UBV
161
United Bank (Virginia)
Virginia
$38.8M +$428K +4,013 +1%
CTA
162
Chesley Taft & Associates
Illinois
$38.7M +$767K +7,195 +2%
BCWM
163
Bartlett & Co Wealth Management
Ohio
$38.2M +$943K +8,841 +3%
ACM
164
Arcataur Capital Management
Wisconsin
$38.2M +$84.5K +792 +0.2%
LI
165
LVZ Inc
Michigan
$36.6M -$1.54M -14,475 -4%
GL
166
Graypoint LLC
New York
$36.5M +$359K +3,363 +1%
OCG
167
Opus Capital Group
Ohio
$36.3M +$454K +4,260 +1%
AIA
168
Ally Invest Advisors
North Carolina
$35.6M +$1.28M +12,021 +4%
AFG
169
Albion Financial Group
Utah
$35.5M -$177K -1,661 -0.5%
FBB
170
Fulton Breakefield Broenniman
Maryland
$35.5M +$618K +5,791 +2%
AllianceBernstein
171
AllianceBernstein
Tennessee
$35.1M +$19.9M +186,463 +131%
FAM
172
Frontier Asset Management
Wyoming
$34.7M +$4.23M +39,649 +14%
SWM
173
SilverOak Wealth Management
Minnesota
$34.5M +$917K +8,602 +3%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$34.3M -$125K -1,177 -0.4%
GLLW
175
Graves Light Lenhart Wealth
Virginia
$34.1M +$404K +3,821 +1%
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