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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 %
SRCM
2551
Signature Resources Capital Management
California
$13.9K +$4.84K +42 +53%
FFA
2552
Frazier Financial Advisors
Ohio
$13.4K +$13.3K +116 +11,600%
TCM
2553
Tanaka Capital Management
New York
$13K – – –
EWA
2554
Elevate Wealth Advisory
Georgia
$12.8K – – –
YAL
2555
Your Advocates Ltd
Texas
$12.8K – – –
BAM
2556
Byrne Asset Management
New Jersey
$11.9K -$20.8K -178 Closed
APW
2557
Atlantic Private Wealth
North Carolina
$10.9K -$16.5K -144 -60%
PP
2558
PFS Partners
New Jersey
$9.94K – – –
AWM
2559
AllSquare Wealth Management
New York
$9.91K – – –
CCM
2560
Chilton Capital Management
Texas
$9.91K +$9.91K +86 New
LIS
2561
Legacy Investment Solutions
Idaho
$9.14K -$8.9K -76 -49%
LWMI
2562
Legacy Wealth Management (Idaho)
Idaho
$9.14K -$8.9K -76 -49%
CSC
2563
Caldwell Sutter Capital
California
$9.1K – – –
RMC
2564
Resources Management Corp
Connecticut
$9K – – –
LJHT
2565
Laurie J. Hall Trustee
$9K – – –
WA
2566
WPG Advisers
Maryland
$8.64K +$8.64K +75 New
PAIM
2567
Punch & Associates Investment Management
Minnesota
$8.64K – – –
GP
2568
Greenline Partners
New York
$8.53K +$8.53K +74 New
Harris Associates
2569
Harris Associates
Illinois
$8.07K -$125K -1,081 -94%
CFS
2570
Compass Financial Services
Iowa
$7.98K +$7.98K +69 New
PIP
2571
Peachtree Investment Partners
Florida
$7.72K – – –
RWM
2572
Ruedi Wealth Management
Illinois
$7.26K – – –
GCM
2573
Gables Capital Management
Florida
$6.91K -$11.5K -100 -63%
RS
2574
Rakuten Securities
Japan
$6.91K -$1.15K -10 -14%
FMP
2575
Financial Management Professionals
Texas
$6.34K -$5.07K -44 -44%
101 102
103
104 105