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

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$27.3M
2
CAM
2
Cresset Asset Management
Illinois
$421M
3
HNB
3
Huntington National Bank
Ohio
$222M
4
IAIM
4
International Assets Investment Management
Florida
$1.37M
5
DWM
5
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
2476
Fairscale Capital
New Hampshire
$57K – – –
BHWM
2477
Beaird Harris Wealth Management
Texas
$55.3K – – –
MAS
2478
MPWM Advisory Solutions
Georgia
$55.2K +$55.2K +479 New
VWA
2479
VSM Wealth Advisory
Maryland
$54.6K +$54.6K +474 New
TLA
2480
Tanglewood Legacy Advisors
Texas
$53.9K -$36.9K -320 -41%
BCA
2481
Bray Capital Advisors
Florida
$52.4K – – –
SIC
2482
SJS Investment Consulting
Ohio
$52K +$46.1K +400 +784%
EA
2483
Evolution Advisers
Virginia
$51K – – –
CCA
2484
Criterion Capital Advisors
Tennessee
$50.6K – – –
EPW
2485
Endeavor Private Wealth
Kansas
$47.4K +$47.4K +411 New
FNWA
2486
Financial Network Wealth Advisors
Utah
$47.2K -$4.15K -36 -8%
PP
2487
Pingora Partners
Wyoming
$47.1K – – –
BIG
2488
Brooklyn Investment Group
New York
$46.1K +$46.1K +401 New
BAM
2489
Bellevue Asset Management
Washington
$46.1K +$46.1K +400 New
TFA
2490
Toth Financial Advisory
Virginia
$44.8K +$1.61K +14 +4%
RCM
2491
Raleigh Capital Management
North Carolina
$43.6K -$231 -2 -0.5%
NWM
2492
Navigoe Wealth Management
California
$43K +$43K +375 New
MMCM
2493
Murphy & Mullick Capital Management
New York
$40.3K +$40.3K +350 New
WAM
2494
WFA Asset Management
Wisconsin
$38K – – –
T
2495
Tidemark
California
$37.6K – – –
PK
2496
Pflug Koory
Nebraska
$36.4K – – –
NCM
2497
Northwest Capital Management
Oregon
$35.6K -$4.84K -42 -12%
ATC
2498
Advantage Trust Company
Kansas
$35.4K – – –
RTC
2499
Riverview Trust Company
Washington
$34.2K – – –
RAM
2500
Riggs Asset Management
Pennsylvania
$34K +$2.87K +25 +9%
98 99
100
101 102