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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
1
Envestnet Asset Management
Illinois
$1.83B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$576M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.72B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$161M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.23B

Top Sellers

1
GA
1
GFS Advisors
Texas
$9.31M
2
HNB
2
Huntington National Bank
Ohio
$230M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.94B
5
Wells Fargo
5
Wells Fargo
California
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.72B +$123M +1,149,045 +3%
Bank of America
2
Bank of America
North Carolina
$3.24B -$30.1M -281,970 -0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.23B +$79.4M +744,847 +4%
Morgan Stanley
4
Morgan Stanley
New York
$1.94B -$104M -977,104 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.83B +$906M +8,492,105 +99%
Wells Fargo
6
Wells Fargo
California
$1.7B -$74.8M -701,022 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.56B -$48.4M -453,715 -3%
LPL Financial
8
LPL Financial
California
$1.42B +$34.6M +324,829 +3%
Goldman Sachs
9
Goldman Sachs
New York
$1.38B +$40.6M +380,281 +3%
UBS Group
10
UBS Group
Switzerland
$1.19B +$8.13M +76,259 +0.7%
RJA
11
Raymond James & Associates
Florida
$1.04B +$23.8M +222,707 +2%
FCAS
12
First Command Advisory Services
Texas
$926M +$9M +84,327 +1%
Financial Engines Advisors
13
Financial Engines Advisors
California
$881M +$42.3M +396,998 +5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$879M -$30.1M -282,192 -3%
Northern Trust
15
Northern Trust
Illinois
$876M +$11.2M +104,623 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$795M +$6.39M +59,874 +0.8%
BlackRock
17
BlackRock
New York
$773M -$35.3M -330,563 -4%
CAM
18
Cresset Asset Management
Illinois
$610M +$10.4M +97,450 +2%
Ameriprise
19
Ameriprise
Minnesota
$599M -$42.2M -395,774 -7%
GT
20
Glenmede Trust
Pennsylvania
$599M +$27.9M +261,893 +5%
PPFA
21
Provida Pension Fund Administrator
Chile
$576M +$164M +1,533,995 +40%
US Bancorp
22
US Bancorp
Minnesota
$548M -$8.57M -80,338 -2%
Truist Financial
23
Truist Financial
North Carolina
$534M -$13.1M -123,131 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$407M +$6.8M +63,749 +2%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$406M +$9.27M +86,917 +2%
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