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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 %
AWM
176
Abound Wealth Management
Tennessee
$33.8M +$2.1M +19,645 +7%
OC
177
Oppenheimer & Co
New York
$33.3M +$2.02M +18,928 +6%
AWM
178
Axxcess Wealth Management
California
$33.2M -$433K -4,060 -1%
Lazard Asset Management
179
Lazard Asset Management
New York
$33M -$1.48M -13,903 -4%
CCFCSB
180
Cape Cod Five Cents Savings Bank
Massachusetts
$32.8M -$207K -1,941 -0.6%
JIC
181
Johnson Investment Counsel
Ohio
$32.7M +$1.67M +15,670 +5%
FFA
182
Fi3 Financial Advisors
Indiana
$32.7M +$714K +6,697 +2%
PA
183
Planning Alternatives
Michigan
$32.5M +$512K +4,796 +2%
Fiera Capital (Canada)
184
Fiera Capital (Canada)
Quebec, Canada
$31.9M -$55.3K -518 -0.2%
CAAS
185
Capital Asset Advisory Services
Michigan
$31.8M +$449K +4,259 +1%
GRP
186
Global Retirement Partners
California
$31.8M +$2.8M +26,252 +10%
ERWM
187
Elk River Wealth Management
Colorado
$31.7M +$847K +7,941 +3%
MA
188
MCF Advisors
Kentucky
$31.6M +$422K +3,956 +1%
CCWA
189
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.4M +$134K +1,260 +0.4%
MFG
190
Magnus Financial Group
New York
$31.4M +$63.7K +597 +0.2%
BP
191
Ballentine Partners
Massachusetts
$31.4M -$1.46M -13,712 -4%
FMC
192
First Merchants Corp
Indiana
$31.3M -$544K -5,098 -2%
GBT
193
Grove Bank & Trust
Florida
$31.3M -$2.06M -19,277 -6%
JWA
194
JFS Wealth Advisors
Pennsylvania
$30.7M -$650K -6,095 -2%
BFPW
195
BOK Financial Private Wealth
Colorado
$30.7M -$663K -6,215 -2%
GIM
196
Goelzer Investment Management
Indiana
$29.9M -$35.3M -331,085 -54%
HI
197
Hudock Inc
Pennsylvania
$29.4M +$671K +6,291 +2%
MW
198
Marcum Wealth
Ohio
$29.3M +$3.39M +31,766 +13%
William Blair & Company
199
William Blair & Company
Illinois
$29.1M +$4.99M +46,747 +21%
QCG
200
Quadrant Capital Group
Ohio
$28.9M +$41.3K +387 +0.1%
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