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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.06B
2
HNB
Huntington National Bank
Ohio
$223M
3
SWM
Scissortail Wealth Management
Oklahoma
$1.94M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$47.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
NBT
2351
Northwest Bank & Trust
Iowa
$4.68K – – –
OLVIG
2352
Oliver Lagore Vanvalin Investment Group
Michigan
$3.69K +$115 +1 +3%
TVWM
2353
Tower View Wealth Management
Wisconsin
$3.18K – – –
PFG
2354
Peterson Financial Group
Iowa
$2.56K +$2.56K +22 New
HWP
2355
Highline Wealth Partners
California
$2.37K – – –
SC
2356
Sawyer & Company
Massachusetts
$2K +$2K +19 New
EAM
2357
Eukles Asset Management
Ohio
$1.87K – – –
GAG
2358
Goodman Advisory Group
Massachusetts
$1.87K +$1.87K +16 New
KA
2359
Kozak & Associates
Colorado
$1.31K +$1.07K +9 +450%
MAM
2360
Morse Asset Management
Connecticut
$936 +$936 +8 New
RI
2361
Ridgewood Investments
New Jersey
$819 – – –
AWM
2362
Atticus Wealth Management
Florida
$585 -$1.29K -11 -69%
IF
2363
Integrity Financial
Wyoming
$351 -$4.33K -37 -93%
FFA
2364
Frazier Financial Advisors
Ohio
$95 – – –
CMP
2365
Coston McIsaac & Partners
Maine
$69 +$5 +44 +8%
MFA
2366
McClarren Financial Advisors
Pennsylvania
$4 – -44 -8%
SFM
2367
Stack Financial Management
Montana
– -$51.1M -478,820 Closed
D.E. Shaw & Co
2368
D.E. Shaw & Co
New York
– -$28.7M -268,889 Closed
Balyasny Asset Management
2369
Balyasny Asset Management
Illinois
– -$20.1M -188,754 Closed
SW
2370
SVB Wealth
Massachusetts
– -$17.5M -163,613 Closed
GS
2371
GTS Securities
New York
– -$14.4M -135,030 Closed
GBWM
2372
Granite Bay Wealth Management
New Hampshire
– -$10.6M -99,502 Closed
RIM
2373
Redwood Investment Management
Arizona
– -$8.5M -79,729 Closed
VWM
2374
VCI Wealth Management
Missouri
– -$7.14M -66,927 Closed
PL
2375
Polianta Ltd
Jersey
– -$6.86M -64,300 Closed
93 94
95
96 97