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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.83B
2
PPFA
Provida Pension Fund Administrator
Chile
$576M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.72B
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.23B

Top Sellers

1
GA
GFS Advisors
Texas
$9.31M
2
HNB
Huntington National Bank
Ohio
$230M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.1M
4
Morgan Stanley
Morgan Stanley
New York
$1.94B
5
Wells Fargo
Wells Fargo
California
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
2301
M Holdings Securities
Oregon
– -$15.8M -143,294 Closed
PS
2302
Portfolio Strategies
New York
– -$14.6M -132,438 Closed
HFRG
2303
Houlihan Financial Resource Group
Virginia
– -$13.6M -123,054 Closed
LLWM
2304
Life Line Wealth Management
California
– -$11.6M -105,326 Closed
BWM
2305
Bulltick Wealth Management
Florida
– -$11.2M -101,595 Closed
SLFPAM
2306
St. Louis Financial Planners Asset Management
Missouri
– -$10.9M -100,731 Closed
RVPG
2307
Relative Value Partners Group
– -$8.59M -82,555 Closed
PMAM
2308
Picton Mahoney Asset Management
Ontario, Canada
– -$8.62M -77,990 Closed
Public Sector Pension Investment Board (PSP Investments)
2309
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$8.52M -77,109 Closed
CA
2310
CoreCap Advisors
Michigan
– -$8.17M -73,956 Closed
GAA
2311
Global Assets Advisory
Florida
– -$604K -66,072 Closed
PCM
2312
Penserra Capital Management
California
– -$7.11M -64,300 Closed
MWM
2313
Meridian Wealth Management
Kentucky
– -$5.78M -52,272 Closed
PR
2314
Payden & Rygel
California
– -$5.49M -49,700 Closed
PRIG
2315
Payden & Rygel Investment Group
California
– -$5.49M -49,700 Closed
NSB
2316
Norway Savings Bank
Maine
– -$5.1M -46,133 Closed
AWC
2317
Abundance Wealth Counselors
Pennsylvania
– -$5.06M -45,739 Closed
LWMNY
2318
Landmark Wealth Management (New York)
New York
– -$4.26M -38,579 Closed
IMRF
2319
Illinois Municipal Retirement Fund
Illinois
– -$3.42M -30,947 Closed
CBFP
2320
Cedar Brook Financial Partners
Ohio
– -$3.39M -30,643 Closed
QC
2321
Quadrature Capital
United Kingdom
– -$3.18M -28,767 Closed
NL
2322
NWAM LLC
Washington
– -$3.08M -28,203 Closed
KFGK
2323
Keystone Financial Group (Kentucky)
Kentucky
– -$2.84M -25,667 Closed
SFMG
2324
Sage Financial Management Group
Virginia
– -$2.74M -24,802 Closed
GSWM
2325
Greenup Street Wealth Management
Michigan
– -$2.67M -24,197 Closed
91 92
93
94 95