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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 %
OIA
2101
Optimum Investment Advisors
Illinois
$174K – – –
QC
2102
Quent Capital
New York
$173K – – –
PGAM
2103
Princeton Global Asset Management
New Jersey
$172K +$141K +1,319 +447%
LTI
2104
Laffer Tengler Investments
Tennessee
$172K – – –
JGIA
2105
Jackson Grant Investment Advisers
Connecticut
$171K +$50.2K +471 +41%
ICM
2106
Islay Capital Management
Texas
$169K +$3.09K +29 +2%
HT
2107
Headlands Technologies
Illinois
$165K +$165K +1,551 New
RTL
2108
Red Tortoise LLC
Georgia
$165K – – –
IHWM
2109
Iron Horse Wealth Management
Iowa
$164K – – –
AGWCA
2110
Annis Gardner Whiting Capital Advisors
Florida
$163K – – –
HBW
2111
Hazlett, Burt & Watson
West Virginia
$161K -$89.5K -837 -36%
AWM
2112
Angeles Wealth Management
California
$159K – – –
DCM
2113
Disciplina Capital Management
Tennessee
$159K +$100K +1,711 +170%
MWM
2114
MGB Wealth Management
Texas
$154K -$15.7K -141 -9%
UWS
2115
Unique Wealth Strategies
Illinois
$148K +$148K +1,339 New
FAM
2116
Family Asset Management
South Carolina
$147K +$4.16K +39 +3%
GI
2117
Gradient Investments
Minnesota
$145K +$33.5K +314 +30%
CFS
2118
CGC Financial Services
Oregon
$144K – – –
AP
2119
Atwood & Palmer
Missouri
$143K +$4.91K +46 +4%
ECM
2120
Elgethun Capital Management
South Dakota
$140K +$213 +2 +0.2%
AIA
2121
Armor Investment Advisors
North Carolina
$139K +$3.73K +35 +3%
RFA
2122
Register Financial Advisors
Georgia
$138K -$58.2K -546 -30%
MJRIC
2123
Mogy Joel R Investment Counsel
California
$137K – – –
GIP
2124
Granite Investment Partners
California
$135K – – –
CTB
2125
Country Trust Bank
Illinois
$130K -$620K -5,816 -83%
83 84
85
86 87