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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 %
WTB
1751
Washington Trust Bank
Washington
$407K – – –
LWM
1752
LongView Wealth Management
Georgia
$406K -$27K -253 -6%
AWG
1753
Altus Wealth Group
Colorado
$406K +$20.6K +193 +5%
OWM
1754
Orgel Wealth Management
Wisconsin
$405K -$21.7K -203 -5%
GIA
1755
Guyasuta Investment Advisors
Pennsylvania
$405K – – –
PIA
1756
Powell Investment Advisors
Florida
$403K -$71.5K -670 -15%
AF
1757
Alerus Financial
North Dakota
$402K – – –
LFA
1758
Legacy Financial Advisors
Kentucky
$402K -$1.23M -11,533 -75%
SBWIC
1759
Schaper Benz & Wise Investment Counsel
Wisconsin
$401K -$2.77K -26 -0.7%
SF
1760
Safeguard Financial
Wisconsin
$400K +$400K +3,752 New
AA
1761
Axiom Advisory
California
$399K +$399K +3,730 New
SAF
1762
Smith Anglin Financial
Texas
$399K -$34.9K -327 -8%
ST
1763
Sentinel Trust
Texas
$397K +$5.54K +52 +1%
IFS
1764
Ifrah Financial Services
Arkansas
$397K +$5.55K +52 +1%
MPW
1765
MGO Private Wealth
California
$394K -$16.5K -155 -4%
SIM
1766
Studio Investment Management
Illinois
$392K +$155K +1,456 +66%
GLA
1767
Great Lakes Advisors
Illinois
$392K -$54.7K -513 -12%
KCM
1768
Kathmere Capital Management
Pennsylvania
$391K -$2.35K -22 -0.6%
FFP
1769
FourThought Financial Partners
Florida
$391K – – –
HGERS
1770
Householder Group Estate & Retirement Specialist
Arizona
$390K -$15.2K -143 -4%
PMG
1771
Private Management Group
California
$389K +$389K +3,650 New
CWP
1772
Concord Wealth Partners
Virginia
$389K -$9.6K -90 -2%
BONH
1773
Bank of New Hampshire
New Hampshire
$388K – – –
WAG
1774
Winthrop Advisory Group
Massachusetts
$388K -$115K -1,079 -23%
FCA
1775
Fortis Capital Advisors
Kansas
$387K +$16.7K +157 +5%
69 70
71
72 73