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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 %
GGS
276
Galvin Gaustad & Stein
Arizona
$23.7M +$986K +8,555 +4%
SMC
277
Smith, Moore & Co
Missouri
$23.7M +$375K +3,254 +2%
LA
278
Legacy Advisors
Pennsylvania
$23.6M +$1.36M +11,795 +6%
PAI
279
Pittenger & Anderson Inc
Nebraska
$23.4M +$211K +1,835 +0.9%
CWA
280
CJM Wealth Advisers
Virginia
$23.4M +$492K +4,266 +2%
RRA
281
Round Rock Advisors
Connecticut
$23.3M +$176K +1,531 +0.8%
RWB
282
RMR Wealth Builders
New Jersey
$23.3M +$1.41M +12,246 +6%
BFPW
283
BOK Financial Private Wealth
Colorado
$23.2M -$2.06M -17,866 -8%
ETS
284
ESL Trust Services
New York
$23.2M +$24.5K +213 +0.1%
CVSC
285
C.V. Starr & Co
New York
$23.1M +$23.1M +200,120 New
SPC
286
Sigma Planning Corp
Michigan
$23M +$77.1K +669 +0.3%
ODG
287
O'Dell Group
Ohio
$22.8M -$582K -5,048 -2%
SFS
288
Summit Financial Strategies
Ohio
$22.8M +$691K +5,997 +3%
WJA
289
Willis Johnson & Associates
Texas
$22.7M +$674K +5,853 +3%
RCAG
290
Rehmann Capital Advisory Group
Michigan
$22.6M +$174K +1,506 +0.8%
SB
291
Simmons Bank
Arkansas
$22.6M -$734K -6,368 -3%
EWA
292
EP Wealth Advisors
California
$22.6M +$320K +2,781 +1%
KLI
293
Kelman-Lazarov Inc
Tennessee
$22.4M -$1.09M -9,503 -5%
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$22.2M -$6.13M -53,087 -22%
FEG
295
Financial Enhancement Group
Indiana
$22.2M +$22.2M +195,693 New
MIA
296
MainStreet Investment Advisors
Illinois
$22.2M -$653K -5,668 -3%
CAL
297
Capital Analysts LLC
Pennsylvania
$22.1M +$259K +2,244 +1%
PWM
298
Perigon Wealth Management
California
$22.1M +$2.17M +18,501 +11%
CFG
299
Citizens Financial Group
Rhode Island
$22M +$1.7M +14,758 +8%
T
300
TrueFG
Texas
$21.8M +$141K +1,225 +0.7%
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