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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 %
FMC
201
First Merchants Corp
Indiana
$33.9M -$440K -3,765 -1%
OC
202
Oppenheimer & Co
New York
$33.6M -$2.95M -25,202 -8%
AWA
203
Amplius Wealth Advisors
Pennsylvania
$33.4M +$30.7M +262,186 +1,131%
QCG
204
Quadrant Capital Group
Ohio
$32.7M +$954K +8,154 +3%
HI
205
Hudock Inc
Pennsylvania
$32.6M +$424K +3,622 +1%
GBT
206
Grove Bank & Trust
Florida
$32.6M -$1.73M -14,810 -5%
GLLW
207
Graves Light Lenhart Wealth
Virginia
$32.2M -$5.51M -47,117 -15%
MMEA
208
Main Management ETF Advisors
California
$32.1M -$52.3M -446,875 -62%
RFA
209
RTD Financial Advisors
Pennsylvania
$31.8M +$720K +6,155 +2%
Prudential Financial
210
Prudential Financial
New Jersey
$31.7M +$3.38M +28,921 +12%
WAM
211
Wallington Asset Management
Indiana
$31.6M +$674K +5,760 +2%
FFBTD
212
First Financial Bank - Trust Division
Ohio
$31.5M +$841K +7,194 +3%
FCI
213
Financial Counselors Inc
Kansas
$31.3M +$710K +6,068 +2%
SIC
214
Shoker Investment Counsel
Ohio
$31.1M -$82.2K -703 -0.3%
FA
215
Fountainhead AM
New Jersey
$31M +$1.69M +14,436 +6%
CIA
216
Capital Investment Advisors
Georgia
$30.7M -$332K -2,835 -1%
FFS
217
Founders Financial Securities
Maryland
$30.5M +$6.4M +54,742 +27%
FTWA
218
Fifth Third Wealth Advisors
Ohio
$30.4M +$5.17M +44,223 +21%
TD Asset Management
219
TD Asset Management
Ontario, Canada
$30.4M +$30.4M +260,456 New
PWP
220
Principle Wealth Partners
Connecticut
$30.3M +$11.8M +101,194 +64%
BHIA
221
Birch Hill Investment Advisors
Massachusetts
$30.2M +$2.9M +24,817 +11%
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$30.2M +$3.46M +29,590 +13%
ACGA
223
Atlanta Consulting Group Advisors
Georgia
$30.1M -$57.2M -489,360 -66%
NW
224
NewEdge Wealth
Pennsylvania
$30M +$20.2M +172,856 +206%
HL
225
HeadInvest LLC
Maine
$29.7M -$517K -4,423 -2%
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