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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 %
AIC
2276
Archer Investment Corporation
Indiana
$14.7K -$156K -1,414 -91%
LWA
2277
Lowe Wealth Advisors
Maryland
$14.5K – – –
LFA
2278
Legend Financial Advisors
Pennsylvania
$14.4K – – –
SRCM
2279
Signature Resources Capital Management
California
$14.1K – – –
HWA
2280
Heritage Wealth Advisors
Virginia
$13.8K -$220K -1,987 -94%
GJWM
2281
Gilliland Jeter Wealth Management
Arkansas
$13.3K +$13.3K +120 New
C
2282
Covestor
United Kingdom
$13K -$867 -8 -6%
YAL
2283
Your Advocates Ltd
Texas
$12.3K – – –
TCM
2284
Tanaka Capital Management
New York
$12K – – –
AWM
2285
Aspire Wealth Management
Massachusetts
$11.8K -$8.39K -76 -42%
PAIM
2286
Punch & Associates Investment Management
Minnesota
$10.7K -$54.5K -493 -84%
IIL
2287
Insight Inv LLC
California
$10.2K – – –
PP
2288
PFS Partners
New Jersey
$9.41K -$222 -2 -2%
HB
2289
Horizon Bancorp
Indiana
$9K – – –
RMC
2290
Resources Management Corp
Connecticut
$9K – – –
LJHT
2291
Laurie J. Hall Trustee
$8K – – –
CJH
2292
Christopher J. Hasenberg
Wisconsin
$7.85K +$7.85K +71 New
PIP
2293
Peachtree Investment Partners
Florida
$7.41K – – –
DFA
2294
DHJJ Financial Advisors
Illinois
$7.37K – – –
CCM
2295
Chilton Capital Management
Texas
$7.18K – – –
RWM
2296
Ruedi Wealth Management
Illinois
$6.96K – – –
FFA
2297
Frazier Financial Advisors
Ohio
$6.39K – – –
RS
2298
Rakuten Securities
Japan
$6.3K +$6.3K +57 New
DAM
2299
Delta Asset Management
Tennessee
$6.08K – – –
CSC
2300
Caldwell Sutter Capital
California
$5.75K – – –
90 91
92
93 94