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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 %
BL
1876
BFSG LLC
California
$314K -$13.3K -125 -4%
SEP
1877
Southland Equity Partners
Missouri
$313K -$31.3K -293 -9%
LA
1878
LVW Advisors
New York
$313K +$62K +581 +25%
CNBT
1879
Canandaigua National Bank & Trust
New York
$313K +$313K +2,933 New
ECA
1880
Elevated Capital Advisors
Utah
$313K -$17.7K -166 -5%
AWM
1881
Aries Wealth Management
Maine
$312K +$25.3K +237 +9%
CCA
1882
Clarity Capital Advisors
Florida
$312K +$1.07K +10 +0.3%
CGFA
1883
Colton Groome Financial Advisors
North Carolina
$312K -$17.4K -163 -5%
BWP
1884
BSW Wealth Partners
Colorado
$311K -$12.6K -118 -4%
CCA
1885
Checchi Capital Advisers
California
$310K – – –
TCWM
1886
Total Clarity Wealth Management
Illinois
$309K -$14.7K -138 -5%
GSIAS
1887
Garden State Investment Advisory Services
New Jersey
$308K -$34.9K -327 -10%
AFAS
1888
Acorn Financial Advisory Services
Virginia
$308K -$8.64K -81 -3%
HGA
1889
Hobbs Group Advisors
South Carolina
$308K +$308K +2,883 New
CAG
1890
Curtis Advisory Group
California
$306K +$1.92K +18 +0.6%
EBSAM
1891
Eubel Brady & Suttman Asset Management
Ohio
$305K -$456K -4,270 -60%
PCMK
1892
Paragon Capital Management (Kansas)
Kansas
$305K – – –
DBRC
1893
D.B. Root & Company
Pennsylvania
$304K +$18.3K +172 +6%
RPCA
1894
Running Point Capital Advisors
California
$304K +$3.2K +30 +1%
BMM
1895
Buffington Mohr McNeal
Idaho
$303K -$2.77K -26 -0.9%
SWM
1896
Selective Wealth Management
Virginia
$303K -$6.12K -58 -2%
TWCA
1897
Two West Capital Advisors
Kansas
$303K +$303K +2,838 New
PFA
1898
Petra Financial Advisors
Colorado
$302K -$21K -197 -7%
PWM
1899
Palumbo Wealth Management
New York
$301K -$221K -2,071 -42%
AC
1900
Avestar Capital
New York
$300K +$300K +2,815 New
74 75
76
77 78