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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 %
FAT
2351
First American Trust
California
– -$328K -2,967 Closed
MAM
2352
Meeder Asset Management
Ohio
– -$322K -2,909 Closed
LAIC
2353
Lederer & Associates Investment Counsel
California
– -$307K -2,780 Closed
BOM
2354
Bank of Marin
California
– -$306K -2,765 Closed
AT
2355
American Trust
Kentucky
– -$299K -2,705 Closed
AIG
2356
American International Group
New York
– -$298K -2,700 Closed
FFO
2357
Fiduciary Family Office
Florida
– -$289K -2,615 Closed
WRPWM
2358
Werba Rubin Papier Wealth Management
California
– -$287K -2,601 Closed
OWM
2359
OneAscent Wealth Management
Alabama
– -$282K -2,556 Closed
IWA
2360
Icon Wealth Advisors
Texas
– -$282K -2,552 Closed
SPWG
2361
Sage Private Wealth Group
Illinois
– -$275K -2,489 Closed
CWG
2362
Crown Wealth Group
North Carolina
– -$275K -2,485 Closed
MGW
2363
MB Generational Wealth
Washington
– -$266K -2,410 Closed
Toronto Dominion Bank
2364
Toronto Dominion Bank
Ontario, Canada
– -$265K -2,400 Closed
FIC
2365
FCG Investment Company
Tennessee
– -$259K -2,339 Closed
MWM
2366
MY Wealth Management
Maryland
– -$249K -2,254 Closed
BWM
2367
BNC Wealth Management
Oregon
– -$247K -2,239 Closed
WW
2368
Westshore Wealth
California
– -$245K -2,215 Closed
AI
2369
ArchPoint Investors
Florida
– -$243K -2,200 Closed
BWM
2370
BCS Wealth Management
Tennessee
– -$240K -2,174 Closed
CW
2371
Channel Wealth
California
– -$216K -1,952 Closed
HWP
2372
Heritage Wealth Partners
Ohio
– -$208K -1,923 Closed
GF
2373
Gries Financial
Ohio
– -$211K -1,908 Closed
RCM
2374
Radnor Capital Management
Pennsylvania
– -$209K -1,891 Closed
FFA
2375
Fragasso Financial Advisors
Pennsylvania
– -$208K -1,884 Closed
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