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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
1
Fidelity Investments
Massachusetts
$2.23B
2
Bank of America
2
Bank of America
North Carolina
$3.39B
3
CAM
3
Cresset Asset Management
Illinois
$621M
4
LPL Financial
4
LPL Financial
California
$1.44B
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$196M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.12B
2
HNB
2
Huntington National Bank
Ohio
$240M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$953M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$428M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
2326
Financial Services Advisory
Maryland
– -$7.27M -67,190 Closed
BWS
2327
Buck Wealth Strategies
Colorado
– -$6.79M -62,735 Closed
CIC
2328
Chilton Investment Company
Connecticut
– -$4.82M -44,518 Closed
WCP
2329
Wick Capital Partners
Pennsylvania
– -$4.58M -42,351 Closed
SAG
2330
SageView Advisory Group
California
– -$3.6M -33,734 Closed
BCG
2331
BayBridge Capital Group
California
– -$2.93M -28,065 Closed
IWA
2332
Invera Wealth Advisors
Oregon
– -$2.54M -23,473 Closed
CWA
2333
Centennial Wealth Advisory
Michigan
– -$1.95M -17,987 Closed
OP
2334
ORG Partners
Indiana
– -$1.82M -16,764 Closed
PG
2335
Prostatis Group
Maryland
– -$1.77M -16,367 Closed
WCM
2336
Winthrop Capital Management
Indiana
– -$1.61M -14,862 Closed
Capital Fund Management (CFM)
2337
Capital Fund Management (CFM)
France
– -$1.51M -13,957 Closed
HWM
2338
HFG Wealth Management
Texas
– -$1.32M -12,240 Closed
Nomura Asset Management
2339
Nomura Asset Management
Japan
– -$1.17M -10,815 Closed
DWM
2340
Darwin Wealth Management
Florida
– -$1.16M -10,754 Closed
ARC
2341
Advisor Resource Council
Texas
– -$1.08M -9,991 Closed
BAWC
2342
Boyce & Associates Wealth Consulting
Texas
– -$1.03M -9,504 Closed
NL
2343
NVWM LLC
Pennsylvania
– -$989K -9,134 Closed
DP
2344
Denver PWM
Colorado
– -$883K -8,414 Closed
SSWM
2345
Smith Salley Wealth Management
North Carolina
– -$821K -7,589 Closed
AIA
2346
Angeles Investment Advisors
California
– -$696K -6,425 Closed
GFG
2347
Greystone Financial Group
Michigan
– -$673K -6,216 Closed
WF
2348
WoodTrust Financial
Wisconsin
– -$623K -5,757 Closed
KA
2349
Kovack Advisors
Florida
– -$581K -5,363 Closed
3IP
2350
3Chopt Investment Partners
Virginia
– -$543K -5,012 Closed
92 93
94
95 96