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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,597 hedge funds and large institutions have $66.7B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 1,191 increasing their positions, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% of All Funds
34.58%
Holding in Top 10
365
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+10.94%
% of All Funds
4.86%
New
359
Increased
1,191
Reduced
801
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.39B
2
LPL Financial
LPL Financial
California
$1.8B
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.6B
4
Bank of America
Bank of America
North Carolina
$3.69B
5
Wells Fargo
Wells Fargo
California
$1.98B

Top Sellers

1
ECG
Edge Capital Group
Georgia
$27.3M
2
CAM
Cresset Asset Management
Illinois
$421M
3
HNB
Huntington National Bank
Ohio
$222M
4
IAIM
International Assets Investment Management
Florida
$1.37M
5
DWM
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
226
Shoker Investment Counsel
Ohio
$31.1M +$427K +3,709 +1%
FFBTD
227
First Financial Bank - Trust Division
Ohio
$30.9M -$153K -1,332 -0.5%
IAA
228
Independent Advisor Alliance
North Carolina
$30.8M +$29.3M +254,021 +1,860%
PA
229
Pinnacle Associates
New York
$30.7M +$1.2M +10,424 +4%
BHIA
230
Birch Hill Investment Advisors
Massachusetts
$30.5M +$721K +6,259 +2%
ATPW
231
Ashton Thomas Private Wealth
Arizona
$30.3M +$2.23M +19,387 +8%
DADC
232
D.A. Davidson & Co
Montana
$30.3M +$1.29M +11,203 +4%
CIA
233
Capital Investment Advisors
Georgia
$30.3M +$37.1K +322 +0.1%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$29.9M +$203K +1,759 +0.7%
Public Sector Pension Investment Board (PSP Investments)
235
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$29.6M +$26.3M +228,351 +797%
CFP
236
Catalyst Financial Partners
Massachusetts
$29M +$1.8M +15,665 +7%
HL
237
HeadInvest LLC
Maine
$28.9M -$335K -2,911 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
238
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$28.8M – – –
VCM
239
Vision Capital Management
Oregon
$28.7M +$3.19M +27,720 +13%
HCA
240
Heck Capital Advisors
Wisconsin
$28.2M -$29.5K -256 -0.1%
CRC
241
Curi RMB Capital
Illinois
$28.1M -$757K -6,567 -3%
MW
242
MBL Wealth
North Carolina
$28.1M +$715K +6,205 +3%
LGA
243
Lebenthal Global Advisors
New York
$28.1M +$434K +3,771 +2%
SB
244
Sunflower Bank
Texas
$28M +$2.19M +19,027 +8%
FFB
245
First Financial Bankshares
Texas
$27.9M -$75.5K -655 -0.3%
RCA
246
Resonant Capital Advisors
Wisconsin
$27.9M +$340K +2,950 +1%
AWA
247
Alaska Wealth Advisors
Alaska
$27.7M +$218K +1,889 +0.8%
SPP
248
Single Point Partners
Massachusetts
$27.6M +$27.6M +239,452 New
FFA
249
Farther Finance Advisors
California
$27.5M +$3.18M +27,558 +13%
HTIM
250
Harbour Trust & Investment Management
Indiana
$27.5M +$938K +8,141 +4%
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