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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 %
GA
2376
GSG Advisors
New Jersey
– -$232K -2,211 Closed
BF
2377
Brogan Financial
Tennessee
– -$233K -2,151 Closed
BCM
2378
Barometer Capital Management
Ontario, Canada
– -$227K -2,100 Closed
UAS
2379
United Asset Strategies
New York
– -$227K -2,093 Closed
VWA
2380
VERITY Wealth Advisors
United States
– -$224K -2,072 Closed
RWM
2381
Revisor Wealth Management
Ohio
– -$222K -2,046 Closed
HKIMG
2382
Hutchens & Kramer Investment Management Group
Indiana
– -$218K -2,012 Closed
ACM
2383
Advance Capital Management
Michigan
– -$213K -1,970 Closed
SF
2384
Safeguard Financial
Wisconsin
– -$212K -1,962 Closed
BEC
2385
Blue Edge Capital
Virginia
– -$212K -1,960 Closed
KWM
2386
Koa Wealth Management
California
– -$212K -1,960 Closed
AMCA
2387
Arthur M. Cohen & Associates
Illinois
– -$209K -1,929 Closed
HHGA
2388
Halbert Hargrove Global Advisors
California
– -$208K -1,921 Closed
EARNEST Partners
2389
EARNEST Partners
Georgia
– -$206K -1,900 Closed
APIM
2390
Agate Pass Investment Management
Washington
– -$200K -1,852 Closed
FLC
2391
Fifth Lane Capital
Texas
– -$200K -1,850 Closed
DAC
2392
Dividend Assets Capital
South Carolina
– -$163K -1,508 Closed
TSW
2393
Thompson Siegel & Walmsley
Virginia
– -$122K -1,124 Closed
FWM
2394
Focused Wealth Management
New York
– -$97.9K -904 Closed
PS
2395
Planned Solutions
California
– -$69.6K -643 Closed
SA
2396
Scarborough Advisors
Maryland
– -$65K -600 Closed
LPP
2397
Life Planning Partners
Florida
– -$53.2K -491 Closed
FBC
2398
Fairfield, Bush & Co
Connecticut
– -$48.9K -452 Closed
SGC
2399
Slocum, Gordon & Co
Rhode Island
– -$48.7K -450 Closed
BCM
2400
Bourgeon Capital Management
Connecticut
– -$40.5K -374 Closed
93 94 95
96
97