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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 %
CA
2626
Calton & Associates
Florida
– -$292K -2,498 Closed
Simplex Trading
2627
Simplex Trading
Illinois
– -$289K -2,477 Closed
FCG
2628
Fielder Capital Group
Tennessee
– -$286K -2,442 Closed
GCP
2629
GSA Capital Partners
United Kingdom
– -$283K -2,418 Closed
HT
2630
Headlands Technologies
Illinois
– -$272K -2,322 Closed
RWA
2631
Rooted Wealth Advisors
Illinois
– -$264K -2,304 Closed
TWCA
2632
Two West Capital Advisors
Kansas
– -$265K -2,269 Closed
FTDI
2633
First Trust Direct Indexing
Massachusetts
– -$250K -2,134 Closed
SWM
2634
Selective Wealth Management
Virginia
– -$237K -2,072 Closed
PIA
2635
Petredis Investment Advisors
Pennsylvania
– -$239K -2,043 Closed
FOA
2636
Five Oceans Advisors
California
– -$237K -2,030 Closed
CG
2637
Cynosure Group
Utah
– -$235K -2,008 Closed
PNC
2638
Park National Corp
Ohio
– -$233K -1,990 Closed
SF
2639
Symphony Financial
Texas
– -$222K -1,914 Closed
LHWM
2640
Lake Hills Wealth Management
Texas
– -$216K -1,843 Closed
CICC
2641
Capital Investment Counsel (Colorado)
Colorado
– -$215K -1,836 Closed
CWP
2642
Curated Wealth Partners
California
– -$214K -1,826 Closed
BFG
2643
Berger Financial Group
Minnesota
– -$213K -1,819 Closed
HF
2644
HRT Financial
New York
– -$207K -1,778 Closed
PWP
2645
Perfromance Wealth Partners
Illinois
– -$202K -1,728 Closed
CW
2646
Channel Wealth
California
– -$202K -1,723 Closed
VAF
2647
Values Added Financial
District of Columbia
– -$201K -1,720 Closed
BAM
2648
BOS Asset Management
Illinois
– -$201K -1,715 Closed
SHIM
2649
Stone House Investment Management
Pennsylvania
– -$112K -959 Closed
AT
2650
Avalon Trust
New Mexico
– -$96.9K -829 Closed
103 104 105
106
107