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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 %
PA
2351
Paragon Advisors
Texas
– -$455K -4,203 Closed
NCFG
2352
New Century Financial Group
New Jersey
– -$455K -4,201 Closed
ACA
2353
Aspire Capital Advisors
Washington
– -$412K -3,802 Closed
APWA
2354
Atlas Private Wealth Advisors
New Jersey
– -$407K -3,761 Closed
CWP
2355
Curated Wealth Partners
California
– -$399K -3,688 Closed
NFA
2356
Northwest Financial Advisors
Virginia
– -$355K -3,278 Closed
SAM
2357
Sawgrass Asset Management
Florida
– -$331K -3,057 Closed
BFG
2358
Beacon Financial Group
Texas
– -$329K -3,040 Closed
HCC
2359
Hirtle Callaghan & Co
Pennsylvania
– -$317K -2,927 Closed
ITC
2360
Inspire Trust Company
Nevada
– -$315K -2,914 Closed
CAM
2361
Concorde Asset Management
Michigan
– -$310K -2,862 Closed
SC
2362
Soundwatch Capital
Connecticut
– -$303K -2,800 Closed
WP
2363
Wealthspan Partners
Iowa
– -$302K -2,792 Closed
MSS
2364
Mitchell Sinkler & Starr
Pennsylvania
– -$299K -2,764 Closed
HT
2365
Headlands Technologies
Illinois
– -$293K -2,710 Closed
WI
2366
WrapManager Inc
California
– -$286K -2,645 Closed
CWM
2367
Certus Wealth Management
California
– -$282K -2,603 Closed
CWM
2368
Capital Wealth Management
Rhode Island
– -$281K -2,594 Closed
APC
2369
Asset Planning Corporation
Tennessee
– -$280K -2,582 Closed
CWP
2370
Corepath Wealth Partners
Arizona
– -$266K -2,545 Closed
SCM
2371
Stordahl Capital Management
Colorado
– -$275K -2,541 Closed
TI
2372
tru Independence
Oregon
– -$271K -2,505 Closed
LWM
2373
Laidlaw Wealth Management
New York
– -$263K -2,433 Closed
WC
2374
Wynn Capital
Georgia
– -$260K -2,400 Closed
BS
2375
Banco Santander
Spain
– -$255K -2,352 Closed
93 94
95
96 97