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

2,598 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, 802 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,598
Holders Change
+235
Holders Change %
+9.94%
% 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
802
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
+$206M
2
LPL Financial
LPL Financial
California
+$189M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$178M
4
Bank of America
Bank of America
North Carolina
+$121M
5
Wells Fargo
Wells Fargo
California
+$119M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$572B
2
CAM
Cresset Asset Management
Illinois
-$268M
3
HNB
Huntington National Bank
Ohio
-$223M
4
IAIM
International Assets Investment Management
Florida
-$176M
5
DWM
Dynasty Wealth Management
Florida
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
251
Edge Capital Group
Georgia
$27.3M -$572B -230,422 -100%
JAG
252
Journey Advisory Group
Kentucky
$26.9M – – –
BWM
253
Baron Wealth Management
Michigan
$26.6M +$720K +6,245 +3%
TF
254
Trek Financial
Arizona
$26.6M +$344K +2,989 +1%
GC
255
Guidance Capital
Kentucky
$26.5M +$213K +1,787 +0.8%
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$26.5M -$137K -1,190 -0.5%
BHWM
257
Bar Harbor Wealth Management
New Hampshire
$26.4M +$1.4M +12,134 +6%
Victory Capital Management
258
Victory Capital Management
Texas
$26.2M -$23.5M -203,674 -47%
WIA
259
World Investment Advisors
California
$26.1M +$4.6M +39,904 +21%
LGWM
260
Litman Gregory Wealth Management
California
$26.1M +$7.81M +67,821 +43%
WPA
261
West Paces Advisors
Georgia
$26M -$1.42M -12,341 -5%
WTC
262
WhitTier Trust Company
Nevada
$25.9M +$709K +6,157 +3%
HW
263
Hancock Whitney
Mississippi
$25.8M -$267K -2,321 -1%
MP
264
Mangrove Partners
Connecticut
$25.7M – – –
AAS
265
Annex Advisory Services
Wisconsin
$25.6M +$1.96M +17,014 +8%
IA
266
IFG Advisors
Missouri
$25.5M +$2.11M +18,276 +9%
HS
267
Horan Securities
United States
$25.5M +$573K +4,971 +2%
NFC
268
Northeast Financial Consultants
Connecticut
$25.5M +$149K +1,291 +0.6%
CMA
269
Cedar Mountain Advisors
Oregon
$25.1M +$76K +660 +0.3%
MM
270
Main Management
California
$24.9M +$11.5M +99,843 +86%
CA
271
Cornerstone Advisory
Maryland
$24.6M +$204K +1,740 +0.8%
LBC
272
Lowe Brockenbrough & Co
Virginia
$24.4M +$1.05M +9,118 +5%
1SB
273
1ST Source Bank
Indiana
$24.1M -$224K -1,944 -0.9%
HG
274
Harbor Group
New Hampshire
$23.9M -$547K -4,746 -2%
YIA
275
YHB Investment Advisors
Connecticut
$23.8M +$458K +3,976 +2%
9 10
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