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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 %
RG
2251
Retirement Group
California
$25.5K – – –
SFC
2252
SYM Financial Corp
Indiana
$24.3K +$12.6K +114 +108%
DF
2253
DecisionPoint Financial
Arizona
$23.8K – – –
LI
2254
LRI Investments
Florida
$23.2K +$23.2K +210 New
IRC
2255
Investors Research Corp
Georgia
$21.7K +$2.21K +20 +11%
RAM
2256
Riggs Asset Management
Pennsylvania
$19.9K -$11.2K -101 -36%
CP
2257
Castleview Partners
Texas
$19.9K – – –
BAM
2258
Byrne Asset Management
New Jersey
$19.7K -$1.55K -14 -7%
CAM
2259
Clarity Asset Management
Iowa
$19.3K -$12K -108 -38%
FMP
2260
Financial Management Professionals
Texas
$19K +$19K +172 New
VL
2261
Vima LLC
Michigan
$18.9K -$8.04K -83 -30%
FWM
2262
FSA Wealth Management
Massachusetts
$18.7K – – –
HC
2263
Hoese & Co
Minnesota
$18.2K – – –
KFO
2264
Kopp Family Office
Minnesota
$18K – – –
LCK
2265
LeRoy C. Kopp
$18K +$18K +164 New
GCM
2266
Gables Capital Management
Florida
$17.7K +$6.63K +60 +60%
APC
2267
Aspire Private Capital
North Carolina
$17.5K -$332 -3 -2%
FUBT
2268
First United Bank & Trust
Maryland
$17.1K – – –
MSFP
2269
Mark Sheptoff Financial Planning
Connecticut
$16.2K +$4.2K +38 +35%
AIMA
2270
Ables Iannone Moore & Associates
Georgia
$15.8K – – –
BIM
2271
Breakwater Investment Management
Washington
$15.5K +$15.5K +140 New
GPFA
2272
Game Plan Financial Advisors
Ohio
$15.4K – – –
VWWMG
2273
Vermillion & White Wealth Management Group
Pennsylvania
$15.2K – – –
HWP
2274
Highline Wealth Partners
California
$15.2K -$56.2K -507 -79%
AWM
2275
Atticus Wealth Management
Florida
$15K -$1.11K -10 -7%
89 90
91
92 93