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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,314 hedge funds and large institutions have $56.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 1,046 increasing their positions, 867 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,314
Holders Change
+15
Holders Change %
+0.65%
% of All Funds
33.55%
Holding in Top 10
343
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-7.05%
% of All Funds
4.97%
New
141
Increased
1,046
Reduced
867
Closed
95
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.23B
2
Bank of America
Bank of America
North Carolina
$3.39B
3
CAM
Cresset Asset Management
Illinois
$621M
4
LPL Financial
LPL Financial
California
$1.44B
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$196M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
HNB
Huntington National Bank
Ohio
$240M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$953M
4
PPFA
Provida Pension Fund Administrator
Chile
$428M
5
Goldman Sachs
Goldman Sachs
New York
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
201
Johnson Investment Counsel
Ohio
$32.2M +$2.14M +19,398 +7%
HCA
202
Heck Capital Advisors
Wisconsin
$32.2M +$740K +6,698 +2%
FFA
203
Fi3 Financial Advisors
Indiana
$32.1M +$968K +9,037 +3%
ERWM
204
Elk River Wealth Management
Colorado
$32M -$1.68M -15,236 -5%
CAAS
205
Capital Asset Advisory Services
Michigan
$32M +$337K +3,132 +1%
MLFP
206
MPS Loria Financial Planners
Illinois
$31.8M -$885K -8,010 -3%
NSLI
207
Nan Shan Life Insurance
Taiwan
$31.7M +$653K +5,905 +2%
AF
208
Ally Financial
Michigan
$31.6M +$1.66M +15,000 +6%
FAM
209
Frontier Asset Management
Wyoming
$31.6M +$5.22M +47,228 +20%
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$31.3M -$3.82M -34,523 -11%
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$31.2M +$29.7M +269,070 +1,996%
GRP
212
Global Retirement Partners
California
$30M +$3.03M +27,387 +11%
QCG
213
Quadrant Capital Group
Ohio
$29.9M +$1.06M +9,605 +4%
CIA
214
Capital Investment Advisors
Georgia
$29.7M -$2.47M -22,347 -8%
HI
215
Hudock Inc
Pennsylvania
$29.7M +$63K +570 +0.2%
FCI
216
Financial Counselors Inc
Kansas
$29.7M +$4.23M +38,243 +17%
WAM
217
Wallington Asset Management
Indiana
$29.3M +$22.1K +200 +0.1%
HL
218
HeadInvest LLC
Maine
$29.1M -$386K -3,490 -1%
SIC
219
Shoker Investment Counsel
Ohio
$29M +$493K +4,508 +2%
Brown Advisory
220
Brown Advisory
Maryland
$28.8M -$782K -7,080 -3%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$28.7M +$4.32M +39,062 +18%
DADC
222
D.A. Davidson & Co
Montana
$28.5M -$459K -4,150 -2%
CRC
223
Curi RMB Capital
Illinois
$28.3M +$11.6M +104,680 +69%
RFA
224
RTD Financial Advisors
Pennsylvania
$28.3M +$119K +1,081 +0.4%
PA
225
Pinnacle Associates
New York
$28.3M -$42.2K -382 -0.1%
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