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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
1
Northwestern Mutual Wealth Management
Wisconsin
$4.25B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.59B
3
VWM
3
Venturi Wealth Management
Texas
$96.9M
4
LPL Financial
4
LPL Financial
California
$1.64B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$427M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.06B
2
HNB
2
Huntington National Bank
Ohio
$223M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$1.94M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$47.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.25B +$168M +1,437,292 +4%
Bank of America
2
Bank of America
North Carolina
$3.63B +$69.2M +591,263 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.59B +$144M +1,230,029 +6%
Morgan Stanley
4
Morgan Stanley
New York
$2.18B +$52.2M +446,604 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.08B +$76.6M +654,551 +4%
Wells Fargo
6
Wells Fargo
California
$1.89B +$25.1M +215,019 +1%
LPL Financial
7
LPL Financial
California
$1.64B +$80.6M +689,382 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.63B -$75.1M -642,372 -4%
UBS Group
9
UBS Group
Switzerland
$1.33B +$18.4M +156,895 +1%
RJA
10
Raymond James & Associates
Florida
$1.16B +$15.7M +133,903 +1%
Goldman Sachs
11
Goldman Sachs
New York
$1.06B -$452M -3,860,994 -30%
FCAS
12
First Command Advisory Services
Texas
$1.02B +$8.16M +69,769 +0.8%
Northern Trust
13
Northern Trust
Illinois
$997M +$36.3M +310,648 +4%
Financial Engines Advisors
14
Financial Engines Advisors
California
$959M -$7.3M -62,410 -0.8%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$952M -$11.7M -100,408 -1%
BlackRock
16
BlackRock
New York
$901M +$53.2M +454,950 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$854M -$17.7M -151,681 -2%
CAM
18
Cresset Asset Management
Illinois
$700M +$30.8M +263,445 +5%
GT
19
Glenmede Trust
Pennsylvania
$693M +$35.9M +307,333 +5%
Ameriprise
20
Ameriprise
Minnesota
$635M -$22.4M -190,899 -3%
US Bancorp
21
US Bancorp
Minnesota
$604M +$2.28M +19,492 +0.4%
PPFA
22
Provida Pension Fund Administrator
Chile
$594M -$37.6M -321,120 -6%
Truist Financial
23
Truist Financial
North Carolina
$584M -$1.43M -12,225 -0.2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$463M +$17M +145,451 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$452M +$5.65M +48,296 +1%
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