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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.25B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.59B
3
VWM
Venturi Wealth Management
Texas
$96.9M
4
LPL Financial
LPL Financial
California
$1.64B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$427M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.06B
2
HNB
Huntington National Bank
Ohio
$223M
3
SWM
Scissortail Wealth Management
Oklahoma
$1.94M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$47.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
FBB
176
Fulton Breakefield Broenniman
Maryland
$39.2M +$266K +2,278 +0.7%
AWM
177
Abound Wealth Management
Tennessee
$39M +$2.02M +17,248 +5%
SWM
178
SilverOak Wealth Management
Minnesota
$39M +$1.21M +10,328 +3%
BP
179
Ballentine Partners
Massachusetts
$38.8M +$4.43M +37,906 +13%
AFG
180
Albion Financial Group
Utah
$38.7M -$190K -1,627 -0.5%
AIA
181
Ally Invest Advisors
North Carolina
$38.6M -$469K -4,008 -1%
P
182
&Partners
Tennessee
$38.5M +$12.2M +104,151 +46%
JSAM
183
J. Safra Asset Management
New York
$37.9M -$23.5M -201,645 -38%
CAAS
184
Capital Asset Advisory Services
Michigan
$37.5M +$2.98M +26,057 +9%
Legal & General Group
185
Legal & General Group
United Kingdom
$37.2M +$7.49M +64,040 +25%
CFO
186
Colony Family Offices
North Carolina
$37M +$8.98M +76,778 +32%
JIC
187
Johnson Investment Counsel
Ohio
$36.5M +$576K +4,922 +2%
FFA
188
Fi3 Financial Advisors
Indiana
$36.3M +$455K +3,891 +1%
CCFCSB
189
Cape Cod Five Cents Savings Bank
Massachusetts
$36.2M +$217K +1,853 +0.6%
MA
190
MCF Advisors
Kentucky
$36.1M +$1.54M +13,186 +4%
PA
191
Planning Alternatives
Michigan
$35.8M +$156K +1,338 +0.4%
MFG
192
Magnus Financial Group
New York
$35.7M +$1.26M +10,773 +4%
GRP
193
Global Retirement Partners
California
$35.6M +$807K +6,900 +2%
ERWM
194
Elk River Wealth Management
Colorado
$35.5M +$716K +6,121 +2%
William Blair & Company
195
William Blair & Company
Illinois
$35.3M +$3.32M +28,347 +10%
CCWA
196
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35.1M +$654K +5,593 +2%
MW
197
Marcum Wealth
Ohio
$34.9M +$2.86M +24,411 +9%
JWA
198
JFS Wealth Advisors
Pennsylvania
$34.8M +$1.13M +9,699 +3%
PS
199
Principal Securities
Iowa
$34.6M +$5.94M +50,754 +21%
MCM
200
Maple Capital Management
Vermont
$34.5M +$3.9M +33,367 +13%
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