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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 %
CCMI
2201
Creative Capital Management Investments
California
$149K +$49.5K +423 +50%
GIP
2202
Granite Investment Partners
California
$149K – – –
FAM
2203
Family Asset Management
South Carolina
$149K -$12.6K -108 -8%
CJ
2204
Caitlin John
Michigan
$143K +$3.08K +25 +2%
FIM
2205
FWL Investment Management
Texas
$142K +$77.4K +662 +120%
WI
2206
Wintrust Investments
Illinois
$141K -$1.38M -11,867 -91%
EK
2207
Evensky & Katz
Florida
$141K +$468 +4 +0.3%
Harris Associates
2208
Harris Associates
Illinois
$135K +$135K +1,151 New
PCWA
2209
Pacific Capital Wealth Advisors
California
$133K -$4.21K -36 -3%
PP
2210
Pacifica Partners
Canada
$130K – – –
POIA
2211
Pin Oak Investment Advisors
Texas
$129K +$23K +198 +22%
DWM
2212
Darwin Wealth Management
Florida
$128K +$128K +1,094 New
MFA
2213
Morling Financial Advisors
California
$127K – – –
AGWCA
2214
Annis Gardner Whiting Capital Advisors
Florida
$123K -$55.7K -476 -31%
LCM
2215
Logan Capital Management
Pennsylvania
$122K +$117 +1 +0.1%
CTB
2216
Country Trust Bank
Illinois
$121K -$21.8K -186 -15%
LWA
2217
Lowe Wealth Advisors
Maryland
$121K – – –
AIA
2218
Armor Investment Advisors
North Carolina
$119K -$33.6K -287 -22%
DCM
2219
Disciplina Capital Management
Tennessee
$117K -$200K -1,711 -63%
AWM
2220
Activest Wealth Management
Florida
$113K -$28.4K -243 -20%
CSWG
2221
Cardinal Strategic Wealth Guidance
Kentucky
$112K – – –
SHIM
2222
Stone House Investment Management
Pennsylvania
$112K -$4.44K -38 -4%
VCM
2223
Versant Capital Management
Arizona
$111K – – –
HWA
2224
HHM Wealth Advisors
Tennessee
$111K – – –
SAM
2225
Smartleaf Asset Management
Massachusetts
$107K -$8.75K -75 -8%
87 88
89
90 91