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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 %
CCMI
2151
Creative Capital Management Investments
California
$90.7K -$7.47K -70 -8%
GLR
2152
Great Lakes Retirement
Ohio
$88.7K +$88.7K +831 New
APW
2153
Acima Private Wealth
Virginia
$88.5K – – –
AC
2154
Arjuna Capital
North Carolina
$88.1K +$88.1K +826 New
CYG
2155
Clean Yield Group
Vermont
$85.3K – – –
SFCL
2156
Strengthening Families & Communities LLC
Massachusetts
$85K +$85K +795 New
TLA
2157
Tanglewood Legacy Advisors
Texas
$84K – – –
RCM
2158
Richardson Capital Management
Wisconsin
$83.6K -$9.7K -91 -10%
DPW
2159
DiNuzzo Private Wealth
Pennsylvania
$83.2K – – –
BMC
2160
Bear Mountain Capital
Washington
$82.8K – – –
BCV
2161
Banque Cantonale Vaudoise
Switzerland
$79K – – –
JFG
2162
JDM Financial Group
Texas
$77.6K +$10.8K +101 +16%
HCP
2163
Hexagon Capital Partners
Arkansas
$75K -$2.24K -21 -3%
OSNBOA
2164
Old Second National Bank of Aurora
Illinois
$73.8K – – –
AIM
2165
Anchor Investment Management
South Carolina
$72.6K – – –
NFSG
2166
Newbridge Financial Services Group
Florida
$71.6K -$54.4K -510 -43%
MFG
2167
Mendota Financial Group
Wisconsin
$70.3K -$25.2K -236 -26%
DP
2168
Denver PWM
Colorado
$68.3K +$68.3K +641 New
BEI
2169
Benjamin Edwards Inc
Missouri
$68K +$4.47K +42 +7%
PSB
2170
Piscataqua Savings Bank
New Hampshire
$67.7K – – –
IFAM
2171
Institutional & Family Asset Management
Colorado
$66.1K – – –
FGAM
2172
Financial Gravity Asset Management
Texas
$64.4K -$338K -3,172 -84%
MFA
2173
McClarren Financial Advisors
Pennsylvania
$64K -$7.93K -66 -11%
MCM
2174
Mill Capital Management
North Carolina
$64K – – –
RFG
2175
REAP Financial Group
Texas
$63.1K +$320 +3 +0.5%
85 86
87
88 89