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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 %
SIC
2301
SJS Investment Consulting
Ohio
$5.64K +$2.1K +19 +59%
DFC
2302
DB Fitzpatrick & Co
Idaho
$4.65K +$3.21K +29 +223%
IF
2303
Integrity Financial
Wyoming
$4.42K – – –
NBT
2304
Northwest Bank & Trust
Iowa
$4.18K – – –
OLVIG
2305
Oliver Lagore Vanvalin Investment Group
Michigan
$3.46K -$8.26K -74 -70%
AWM
2306
AllSquare Wealth Management
New York
$3.43K – – –
ACA
2307
Atlas Capital Advisors
Wyoming
$3.21K +$774 +7 +32%
TVWM
2308
Tower View Wealth Management
Wisconsin
$2.98K – – –
TCWA
2309
Turtle Creek Wealth Advisors
Texas
$2.54K +$2.54K +23 New
IBOK
2310
Independence Bank of Kentucky
Kentucky
$2.21K – – –
EAM
2311
Eukles Asset Management
Ohio
$1.77K – – –
NECFA
2312
New England Capital Financial Advisors
Connecticut
$1.66K +$1.66K +15 New
Fuller & Thaler Asset Management
2313
Fuller & Thaler Asset Management
California
$1.32K – – –
FWA
2314
FSC Wealth Advisors
New York
$995 – – –
AT
2315
Arlington Trust
Alabama
$663 +$663 +6 New
KA
2316
Kozak & Associates
Colorado
$221 -$12.9K -117 -98%
RFS
2317
Richardson Financial Services
Massachusetts
$180 -$65.3K -363 -100%
SVCP
2318
Silicon Valley Capital Partners
California
$52 -$34.5K -319 Closed
LCOV
2319
London Company of Virginia
Virginia
$50 -$31.3K -289 Closed
CAPTRUST Financial Advisors
2320
CAPTRUST Financial Advisors
North Carolina
– -$73.3M -676,952 Closed
TI
2321
Tidal Investments
Wisconsin
– -$20.7M -191,601 Closed
Two Sigma Advisers
2322
Two Sigma Advisers
New York
– -$15.8M -145,900 Closed
LCWP
2323
Legacy Capital Wealth Partners
Arkansas
– -$13.8M -127,272 Closed
CWM
2324
Curi Wealth Management
North Carolina
– -$11M -101,502 Closed
LP
2325
LMR Partners
United Kingdom
– -$9.07M -83,796 Closed
91 92
93
94 95