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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 %
EWA
2226
Elevate Wealth Advisory
Georgia
$39.9K – – –
FSWA
2227
Financial Synergies Wealth Advisors
Texas
$39.6K -$2.32K -21 -6%
TRCT
2228
Tower Research Capital (TRC)
New York
$37.7K +$37.7K +341 New
PCTC
2229
Perkins Coie Trust Company
Washington
$37.4K – – –
HCM
2230
Highlander Capital Management
New Jersey
$37.2K – – –
Loomis, Sayles & Company
2231
Loomis, Sayles & Company
Massachusetts
$37K -$1.84M -16,420 -98%
PCWA
2232
Pacific Capital Wealth Advisors
California
$36.7K +$27.2K +246 +286%
WAM
2233
WFA Asset Management
Wisconsin
$36.5K +$36.5K +330 New
PK
2234
Pflug Koory
Nebraska
$34.8K – – –
JWM
2235
Janiczek Wealth Management
Colorado
$34.8K – – –
ATC
2236
Advantage Trust Company
Kansas
$33.9K – – –
BFA
2237
BBJS Financial Advisors
Washington
$33K – – –
RTC
2238
Riverview Trust Company
Washington
$32.8K +$32.8K +297 New
PGAM
2239
Princeton Global Asset Management
New Jersey
$32.6K – – –
CMBA
2240
C.M. Bidwell & Associates
Hawaii
$32.2K +$13K +118 +68%
BCPWM
2241
Bradley & Co Private Wealth Management
Florida
$32.1K – – –
AIM
2242
Arcadia Investment Management
Michigan
$30.9K – – –
GWM
2243
Grand Wealth Management
Michigan
$29K +$110 +1 +0.4%
BGAI
2244
Bruce G. Allen Investments
Colorado
$28.7K +$110 +1 +0.4%
FMB
2245
Field & Main Bank
Kentucky
$28.2K – – –
PFSC
2246
Peoples Financial Services Corp
Pennsylvania
$27.6K – – –
FPF
2247
First Pacific Financial
Washington
$26.7K +$9.28K +84 +53%
EPW
2248
Evergreen Private Wealth
Colorado
$26.4K – – –
APW
2249
Atlantic Private Wealth
North Carolina
$26.4K – – –
FCMT
2250
Founders Capital Management (Texas)
Texas
$26K +$110 +1 +0.4%
88 89
90
91 92