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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 %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.73B +$87.8M +794,194 +2%
Bank of America
2
Bank of America
North Carolina
$3.39B +$313M +2,831,693 +10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.23B +$521M +4,716,491 +31%
Morgan Stanley
4
Morgan Stanley
New York
$2.12B -$2.03B -18,329,484 -49%
Wells Fargo
5
Wells Fargo
California
$1.84B +$8.34M +75,451 +0.5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.67B -$124M -1,125,987 -7%
LPL Financial
7
LPL Financial
California
$1.44B +$140M +1,267,951 +11%
Goldman Sachs
8
Goldman Sachs
New York
$1.39B -$133M -1,198,882 -9%
UBS Group
9
UBS Group
Switzerland
$1.23B +$107M +970,470 +10%
RJA
10
Raymond James & Associates
Florida
$1.06B +$21.5M +194,624 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$953M -$200M -1,806,624 -17%
FCAS
12
First Command Advisory Services
Texas
$951M -$103M -933,481 -10%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$942M -$7.66M -69,349 -0.8%
Northern Trust
14
Northern Trust
Illinois
$896M +$8.03M +72,630 +0.9%
Financial Engines Advisors
15
Financial Engines Advisors
California
$869M +$18.1M +163,622 +2%
BlackRock
16
BlackRock
New York
$837M +$8.2M +74,223 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$817M +$16.7M +150,793 +2%
Ameriprise
18
Ameriprise
Minnesota
$666M -$36.5M -329,337 -5%
CAM
19
Cresset Asset Management
Illinois
$621M +$279M +2,524,510 +81%
GT
20
Glenmede Trust
Pennsylvania
$592M +$33M +298,702 +6%
US Bancorp
21
US Bancorp
Minnesota
$577M +$73.9K +669 +0%
Truist Financial
22
Truist Financial
North Carolina
$567M +$3.22M +29,134 +0.6%
PPFA
23
Provida Pension Fund Administrator
Chile
$428M -$148M -1,337,680 -26%
KeyBank National Association
24
KeyBank National Association
Ohio
$419M -$1.79M -16,219 -0.4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$414M +$17.6M +159,618 +4%
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