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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 %
Fayez Sarofim & Co
1901
Fayez Sarofim & Co
Texas
$331K – – –
DP
1902
DDD Partners
Washington
$330K +$3.43K +31 +1%
OC
1903
Oarsman Capital
Wisconsin
$330K +$19.8K +179 +6%
SBIA
1904
Sheaff Brock Investment Advisors
Indiana
$330K +$221 +2 +0.1%
CL
1905
CIM LLC
New York
$329K – – –
FAT
1906
First American Trust
California
$328K -$50.5K -457 -13%
AFAS
1907
Acorn Financial Advisory Services
Virginia
$328K +$11.1K +100 +3%
SMI
1908
Shelter Mutual Insurance
Missouri
$327K – – –
WIC
1909
Woodmont Investment Counsel
Tennessee
$326K – – –
PP
1910
Patten & Patten
Tennessee
$326K – – –
SAG
1911
Spotlight Asset Group
Illinois
$325K +$50K +452 +18%
CCA
1912
Clarity Capital Advisors
Florida
$322K +$995 +9 +0.3%
TWA
1913
TCI Wealth Advisors
Arizona
$322K -$9.4K -85 -3%
MAM
1914
Meeder Asset Management
Ohio
$322K +$14.4K +130 +5%
CCA
1915
Checchi Capital Advisers
California
$321K -$63K -570 -16%
PAA
1916
Peregrine Asset Advisers
Oregon
$319K – – –
CFGSD
1917
Compass Financial Group (South Dakota)
South Dakota
$319K -$240K -2,173 -43%
SCM
1918
Seascape Capital Management
New Hampshire
$319K -$200K -1,810 -39%
BTWM
1919
Baker Tilly Wealth Management
Wisconsin
$318K -$161K -1,455 -34%
BMM
1920
Buffington Mohr McNeal
Idaho
$317K +$13.5K +122 +4%
PCMK
1921
Paragon Capital Management (Kansas)
Kansas
$316K – – –
VCM
1922
Virtue Capital Management
Tennessee
$315K -$358K -3,407 -53%
CAG
1923
Curtis Advisory Group
California
$315K -$4.97K -45 -2%
JC
1924
JB Capital
Connecticut
$312K -$4.2K -38 -1%
PWS
1925
Peloton Wealth Strategists
Indiana
$312K +$1.11K +10 +0.4%
75 76
77
78 79