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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 %
AAM
1976
Augustine Asset Management
Florida
$250K +$43.9K +412 +21%
FFWA
1977
Forthright Family Wealth Advisory
Texas
$250K – – –
AWM
1978
Aberdeen Wealth Management
Illinois
$249K – – –
4WM
1979
4J Wealth Management
Virginia
$249K -$4.91K -46 -2%
AA
1980
Addison Advisors
Vermont
$248K +$82.6K +774 +50%
GFA
1981
Gallagher Fiduciary Advisors
Illinois
$248K -$38.3K -359 -13%
GI
1982
GLOBALT Investments
Georgia
$248K – – –
VPIM
1983
Vanguard Personalized Indexing Management
California
$248K +$248K +2,325 New
HFS
1984
Heritage Financial Services
Massachusetts
$248K -$6.93K -65 -3%
FPCG
1985
Fort Pitt Capital Group
Pennsylvania
$248K +$107 +1 +0%
CFP
1986
Cascade Financial Partners
California
$247K +$3.84K +36 +2%
HGWM
1987
Horst & Graben Wealth Management
Oregon
$247K -$19.5K -183 -7%
AWM
1988
Avondale Wealth Management
Texas
$244K -$133K -1,250 -35%
SWA
1989
SFMG Wealth Advisors
Texas
$244K +$10K +94 +4%
WFA
1990
Wade Financial Advisory
California
$241K – – –
MHR
1991
Matthew Hamilton Rosenberg
$241K +$41.1K +388 +21%
D
1992
Diversified
Delaware
$241K +$241K +2,255 New
FFM
1993
Forum Financial Management
Illinois
$240K -$5.29M -49,559 -96%
TWM
1994
Tanager Wealth Management
United Kingdom
$240K +$240K +2,253 New
WWP
1995
Walden Wealth Partners
Ohio
$239K +$11.2K +105 +5%
CBTWT
1996
Community Bank & Trust (Waco, Texas)
Texas
$239K – – –
FH
1997
FWG Holdings
Florida
$239K -$82.2K -707 -26%
MA
1998
MJP Associates
Connecticut
$239K -$960 -9 -0.4%
CT
1999
Clearstead Trust
Maine
$238K – – –
CAM
2000
CPA Asset Management
Florida
$237K – – –
78 79
80
81 82