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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 %
AWM
2601
Atticus Wealth Management
Florida
$577 – – –
RWS
2602
Retirement Wealth Solutions
Wisconsin
$177 +$177 +2 New
OWM
2603
Olympus Wealth Management
Utah
– -$7.85M -125,911 Closed
TWP
2604
TFO Wealth Partners
Ohio
– -$11M -93,984 Closed
STA
2605
Summit Trail Advisors
New York
– -$10.8M -92,578 Closed
MPA
2606
Marvin & Palmer Associates
Delaware
– -$3.82M -32,655 Closed
WS
2607
Wela Strategies
Georgia
– -$3.52M -30,095 Closed
JF
2608
Jump Financial
Illinois
– -$3.17M -27,075 Closed
MAG
2609
Members Advisory Group
New York
– -$1.34M -11,478 Closed
TSS
2610
Two Sigma Securities
New York
– -$860K -7,356 Closed
PCS
2611
Personal CFO Solutions
New Jersey
– -$822K -7,027 Closed
Qube Research & Technologies (QRT)
2612
Qube Research & Technologies (QRT)
United Kingdom
– -$721K -6,163 Closed
TI
2613
Trexquant Investment
Connecticut
– -$718K -6,137 Closed
NA
2614
Navellier & Associates
Nevada
– -$691K -5,910 Closed
BFM
2615
Boothbay Fund Management
New York
– -$595K -5,086 Closed
KAH
2616
Kathryn A. Hall
– -$503K -4,300 Closed
ACM
2617
AlphaStar Capital Management
North Carolina
– -$415K -3,549 Closed
Tudor Investment Corp
2618
Tudor Investment Corp
Connecticut
– -$354K -3,030 Closed
FA
2619
FSA Advisors
Michigan
– -$337K -2,887 Closed
HHAA
2620
Henry H. Armstrong Associates
Pennsylvania
– -$329K -2,811 Closed
BBWP
2621
Beacon Bridge Wealth Partners
Pennsylvania
– -$328K -2,801 Closed
PCP
2622
Proficio Capital Partners
Massachusetts
– -$315K -2,693 Closed
TPWA
2623
Twin Peaks Wealth Advisors
California
– -$309K -2,639 Closed
FA
2624
Faithward Advisors
Pennsylvania
– -$308K -2,634 Closed
ATS
2625
Ashton Thomas Securities
New York
– -$305K -2,607 Closed
103 104
105
106 107