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

Top Sellers

1
GA
1
GFS Advisors
Texas
$9.31M
2
HNB
2
Huntington National Bank
Ohio
$230M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.94B
5
Wells Fargo
5
Wells Fargo
California
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
2326
Soundmark Wealth Management
Washington
– -$2.53M -22,931 Closed
ACM
2327
Ategra Capital Management
Virginia
– -$2.36M -21,311 Closed
CB
2328
Cadence Bank
Mississippi
– -$2.32M -20,968 Closed
CWA
2329
Clarus Wealth Advisors
Arizona
– -$2.2M -20,780 Closed
TFG
2330
Tilson Financial Group
New Jersey
– -$2.17M -19,588 Closed
PPP
2331
Private Portfolio Partners
New Jersey
– -$1.91M -17,290 Closed
WWS
2332
Wellington Wealth Strategies
Indiana
– -$1.51M -13,701 Closed
DFG
2333
Delta Financial Group
New Jersey
– -$1.5M -13,573 Closed
AGM
2334
Alpine Global Management
New York
– -$1.48M -13,353 Closed
SIAS
2335
Summit Investment Advisory Services
Minnesota
– -$1.44M -12,993 Closed
Millennium Management
2336
Millennium Management
New York
– -$1.26M -11,425 Closed
SFG
2337
Sowa Financial Group
Rhode Island
– -$1.12M -10,358 Closed
GSC
2338
Ground Swell Capital
South Carolina
– -$957K -8,660 Closed
EW
2339
Evoke Wealth
California
– -$910K -8,237 Closed
NB
2340
Northwest Bancshares
Pennsylvania
– -$880K -7,960 Closed
MCM
2341
Monument Capital Management
Virginia
– -$582K -5,266 Closed
ACM
2342
Andina Capital Management
Utah
– -$544K -4,922 Closed
BP
2343
BBR Partners
New York
– -$481K -4,352 Closed
BWA
2344
Beam Wealth Advisors
Louisiana
– -$475K -4,301 Closed
HC
2345
Hourglass Capital
Texas
– -$471K -4,265 Closed
OAM
2346
Occidental Asset Management
California
– -$466K -4,217 Closed
CAM
2347
Clark Asset Management
New Hampshire
– -$409K -3,699 Closed
YIH
2348
Y-Intercept (HK)
Hong Kong
– -$391K -3,535 Closed
SL
2349
Summitry LLC
California
– -$335K -3,035 Closed
SCM
2350
Shelton Capital Management
Colorado
– -$332K -3,000 Closed
92 93
94
95 96