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

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.25B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.59B
3
VWM
3
Venturi Wealth Management
Texas
$96.9M
4
LPL Financial
4
LPL Financial
California
$1.64B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$427M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.06B
2
HNB
2
Huntington National Bank
Ohio
$223M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$1.94M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$47.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
GJWM
2326
Gilliland Jeter Wealth Management
Arkansas
$14K – – –
FAM
2327
Flaharty Asset Management
Florida
$13.3K +$13.3K +114 New
IAIM
2328
International Assets Investment Management
Florida
$13.2K +$13.1K +1,528,201 +8,742%
TCM
2329
Tanaka Capital Management
New York
$13K – – –
EWA
2330
Elevate Wealth Advisory
Georgia
$13K -$29.2K -250 -69%
YAL
2331
Your Advocates Ltd
Texas
$13K -$1.52K -13 -10%
FMP
2332
Financial Management Professionals
Texas
$12K +$6.67K +55 +125%
AWM
2333
Aspire Wealth Management
Massachusetts
$11.1K – – –
IIL
2334
Insight Inv LLC
California
$10.8K – – –
AWM
2335
AllSquare Wealth Management
New York
$10.1K – – –
PP
2336
PFS Partners
New Jersey
$10K +$117 +1 +1%
SRCM
2337
Signature Resources Capital Management
California
$9.24K -$1.4K -12 -13%
CSC
2338
Caldwell Sutter Capital
California
$9.24K – – –
APC
2339
Aspire Private Capital
North Carolina
$9.03K -$9.5K -81 -51%
RMC
2340
Resources Management Corp
Connecticut
$9K – – –
LJHT
2341
Laurie J. Hall Trustee
$9K – – –
HFS
2342
Hantz Financial Services
Michigan
$9K +$9K +79 New
PAIM
2343
Punch & Associates Investment Management
Minnesota
$8.77K -$2.69K -23 -23%
RS
2344
Rakuten Securities
Japan
$8.19K +$8.19K +70 New
PIP
2345
Peachtree Investment Partners
Florida
$7.84K -$1.52K -13 -16%
SHF
2346
Safe Harbor Fiduciary
Florida
$7.84K +$7.84K +67 New
RWM
2347
Ruedi Wealth Management
Illinois
$7.37K – – –
DAM
2348
Delta Asset Management
Tennessee
$6.43K – – –
SIC
2349
SJS Investment Consulting
Ohio
$5.97K – – –
HB
2350
Horizon Bancorp
Indiana
$5K -$2.25K -18 -31%
92 93
94
95 96