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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 %
CWM
1926
Collaborative Wealth Management
Florida
$282K +$12.9K +121 +5%
AFA
1927
AA Financial Advisors
Ohio
$281K +$107 +1 +0%
ULWM
1928
Upper Left Wealth Management
Florida
$279K -$3.84K -36 -1%
FG
1929
Fairman Group
Pennsylvania
$279K +$17.9K +168 +7%
BAMG
1930
Brand Asset Management Group
Missouri
$279K – – –
SFS
1931
Stiles Financial Services
Minnesota
$279K -$10K -94 -3%
BDFN
1932
Bond & Devick Financial Network
Minnesota
$278K +$39K +366 +16%
CWP
1933
Curated Wealth Partners
California
$277K +$277K +2,601 New
IP
1934
Investment Partners
Ohio
$277K +$213 +2 +0.1%
SWM
1935
Sugarloaf Wealth Management
Georgia
$277K -$12.3K -115 -4%
DFA
1936
Davies Financial Advisors
California
$277K -$19.1K -179 -6%
GAG
1937
GM Advisory Group
New York
$276K +$42.2K +396 +18%
SMH
1938
Sanders Morris Harris
Texas
$275K +$275K +2,578 New
MW
1939
Members Wealth
Pennsylvania
$270K +$270K +2,414 New
SP
1940
Stablepoint Partners
Massachusetts
$270K +$270K +2,310 New
SHGA
1941
Sand Hill Global Advisors
California
$270K +$270K +2,533 New
CWA
1942
Clearview Wealth Advisors
Oregon
$270K -$8.43K -79 -3%
ACIM
1943
Azimuth Capital Investment Management
Michigan
$268K +$10.1K +95 +4%
CFGSD
1944
Compass Financial Group (South Dakota)
South Dakota
$268K -$40.2K -377 -13%
KWM
1945
Kaydan Wealth Management
Michigan
$268K +$19.9K +187 +8%
BWM
1946
BCGM Wealth Management
Indiana
$267K -$20.1K -188 -7%
GC
1947
GFG Capital
Florida
$267K +$1.07K +10 +0.4%
FA
1948
Faithward Advisors
Pennsylvania
$267K -$1.52M -14,238 -85%
TCOTS
1949
Trust Company of the South
North Carolina
$267K +$533 +5 +0.2%
IC
1950
Iconiq Capital
California
$267K +$960 +9 +0.4%
76 77
78
79 80