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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 %
PWP
2176
Perfromance Wealth Partners
Illinois
$202K -$288K -2,465 -59%
CW
2177
Channel Wealth
California
$202K +$202K +1,723 New
KWAG
2178
Kiely Wealth Advisory Group
North Carolina
$201K – – –
VAF
2179
Values Added Financial
District of Columbia
$201K +$201K +1,720 New
BAM
2180
BOS Asset Management
Illinois
$201K +$201K +1,715 New
AC
2181
AlphaCore Capital
California
$199K -$15.2K -130 -7%
EBA
2182
Eagle Bay Advisors
New York
$196K -$2.81K -24 -1%
GA
2183
GoalVest Advisory
New York
$195K – – –
EFP
2184
EnRich Financial Partners
Wisconsin
$191K – – –
LB
2185
Legacy Bridge
Iowa
$191K – – –
OIA
2186
Optimum Investment Advisors
Illinois
$191K – – –
JGIA
2187
Jackson Grant Investment Advisers
Connecticut
$190K +$2.22K +19 +1%
QC
2188
Quent Capital
New York
$189K – – –
ICM
2189
Islay Capital Management
Texas
$186K +$468 +4 +0.3%
RTL
2190
Red Tortoise LLC
Georgia
$181K – – –
AWM
2191
Angeles Wealth Management
California
$175K – – –
IBOK
2192
Independence Bank of Kentucky
Kentucky
$172K +$53.6K +458 +45%
WWM
2193
Wagner Wealth Management
South Carolina
$168K -$80.7K -690 -32%
FFWM
2194
Future Financial Wealth Management
Ohio
$165K +$165K +1,410 New
MWM
2195
MGB Wealth Management
Texas
$161K – – –
CFS
2196
CGC Financial Services
Oregon
$158K – – –
AP
2197
Atwood & Palmer
Missouri
$156K – – –
ECM
2198
Elgethun Capital Management
South Dakota
$154K +$468 +4 +0.3%
RFA
2199
Register Financial Advisors
Georgia
$152K +$234 +2 +0.2%
GWSA
2200
Global Wealth Strategies & Associates
Colorado
$152K +$50.5K +432 +50%
86 87
88
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