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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
$1.83B
2
PPFA
Provida Pension Fund Administrator
Chile
$576M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.72B
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.23B

Top Sellers

1
GA
GFS Advisors
Texas
$9.31M
2
HNB
Huntington National Bank
Ohio
$230M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.1M
4
Morgan Stanley
Morgan Stanley
New York
$1.94B
5
Wells Fargo
Wells Fargo
California
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
201
Brown Advisory
Maryland
$28.8M +$956K +8,964 +3%
D.E. Shaw & Co
202
D.E. Shaw & Co
New York
$28.7M +$7.85M +73,577 +38%
SIC
203
Shoker Investment Counsel
Ohio
$28.4M +$197K +1,843 +0.7%
RFA
204
RTD Financial Advisors
Pennsylvania
$28.4M +$1.02M +9,610 +4%
CIA
205
Capital Investment Advisors
Georgia
$28.3M -$423K -3,964 -1%
WPA
206
West Paces Advisors
Georgia
$28.3M -$11.6M -108,302 -29%
WAM
207
Wallington Asset Management
Indiana
$28.2M -$92.4K -866 -0.3%
MCM
208
Maple Capital Management
Vermont
$27.9M +$26.1M +244,905 +1,432%
FFBTD
209
First Financial Bank - Trust Division
Ohio
$27.9M +$1.57M +14,693 +6%
FCI
210
Financial Counselors Inc
Kansas
$27.9M -$722K -6,766 -3%
PA
211
Pinnacle Associates
New York
$27.9M +$626K +5,871 +2%
HL
212
HeadInvest LLC
Maine
$27.6M -$546K -5,115 -2%
DADC
213
D.A. Davidson & Co
Montana
$27.4M -$28.5K -267 -0.1%
CRC
214
Curi RMB Capital
Illinois
$27.4M +$87.6K +821 +0.3%
IC
215
IEQ Capital
California
$27.4M +$9M +84,340 +49%
Legal & General Group
216
Legal & General Group
United Kingdom
$27.1M +$2.72M +25,527 +11%
GC
217
Guidance Capital
Kentucky
$27M -$1.32M -11,156 -5%
JAG
218
Journey Advisory Group
Kentucky
$26.9M +$512K +4,797 +2%
FA
219
Fountainhead AM
New Jersey
$26.8M +$933K +8,743 +4%
ASN
220
Advisory Services Network
Georgia
$26.5M +$2.87M +26,953 +12%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$26.4M -$3.85M -36,110 -13%
AWA
222
Alaska Wealth Advisors
Alaska
$26.3M +$5.01K +47 +0%
PS
223
Principal Securities
Iowa
$26.1M +$1.81M +16,947 +7%
AWE
224
Avidian Wealth Enterprises
Texas
$25.9M +$2.34M +21,943 +10%
ECG
225
Edge Capital Group
Georgia
$25.9M -$14.7M -137,384 -36%
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