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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 %
SCM
2376
Sandler Capital Management
New York
– -$3.41M -32,000 Closed
SOADOR
2377
State of Alaska Department of Revenue
Alaska
– -$2.81M -26,375 Closed
SAMC
2378
Spectrum Asset Management (California)
California
– -$2.69M -25,225 Closed
QT
2379
Quantbot Technologies
New York
– -$2.38M -22,324 Closed
FTUS
2380
Flow Traders U.S.
New York
– -$2.2M -20,632 Closed
CG
2381
Caprock Group
Idaho
– -$1.87M -17,563 Closed
CRWM
2382
Castle Rock Wealth Management
California
– -$1.8M -17,000 Closed
PWA
2383
Pillar Wealth Advisors
Pennsylvania
– -$1.5M -14,101 Closed
Legacy Financial Group (Iowa)
2384
Legacy Financial Group (Iowa)
Iowa
– -$989K -9,272 Closed
PPWM
2385
Perissos Private Wealth Management
Oklahoma
– -$923K -8,650 Closed
BCM
2386
Bayesian Capital Management
New York
– -$864K -8,100 Closed
SC
2387
Scotia Capital
Ontario, Canada
– -$785K -7,362 Closed
WAM
2388
Worth Asset Management
Texas
– -$737K -6,910 Closed
Wolverine Trading
2389
Wolverine Trading
Illinois
– -$648K -6,072 Closed
TGCMU
2390
Titan Global Capital Management USA
New York
– -$629K -5,901 Closed
SP
2391
Sequent Planning
Nebraska
– -$622K -5,879 Closed
TWP
2392
Tempus Wealth Planning
California
– -$609K -5,710 Closed
3IP
2393
3Chopt Investment Partners
Virginia
– -$522K -4,895 Closed
CWA
2394
Consilium Wealth Advisory
Texas
– -$420K -3,934 Closed
FEG
2395
Fund Evaluation Group
Ohio
– -$349K -3,272 Closed
CM
2396
Churchill Management
California
– -$344K -3,228 Closed
LA
2397
Latitude Advisors
Florida
– -$344K -3,221 Closed
RFWA
2398
RPg Family Wealth Advisory
Massachusetts
– -$320K -3,004 Closed
RC
2399
Rovin Capital
Arizona
– -$320K -2,996 Closed
SMI
2400
Shelter Mutual Insurance
Missouri
– -$316K -2,960 Closed
94 95
96
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