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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 %
AC
301
Asio Capital
Kentucky
$21.7M -$2.3M -19,984 -10%
ACGA
302
Atlanta Consulting Group Advisors
Georgia
$21.6M -$8.08M -70,103 -27%
LFS
303
Lutz Financial Services
Nebraska
$21.6M -$345K -2,994 -2%
KWMG
304
King Wealth Management Group
Florida
$21.5M +$1.74M +15,133 +9%
CGA
305
Crescent Grove Advisors
Illinois
$21.5M +$238K +2,062 +1%
EWM
306
Executive Wealth Management
Michigan
$21.4M +$1.84K +16 +0%
NL
307
Navalign LLC
California
$21.3M +$235K +2,037 +1%
CFG
308
Compton Financial Group
Maryland
$21.3M +$631K +5,475 +3%
PWM
309
Proathlete Wealth Management
Florida
$21.1M +$1.46M +12,666 +7%
DWM
310
Dechtman Wealth Management
Colorado
$21.1M -$193K -1,674 -0.9%
CCA
311
Conservest Capital Advisors
Pennsylvania
$21.1M -$2.9M -25,129 -12%
MAM
312
Madison Asset Management
Wisconsin
$20.9M +$5.44M +47,204 +35%
MIA
313
Madison Investment Advisors
Wisconsin
$20.9M +$20.9M +181,321 New
GBWM
314
Granite Bay Wealth Management
New Hampshire
$20.9M +$20.9M +181,022 New
RFP
315
Roth Financial Partners
Texas
$20.8M -$138K -1,198 -0.7%
AWM
316
Apollon Wealth Management
South Carolina
$20.7M +$3.66M +31,783 +21%
RWP
317
RWA Wealth Partners
Massachusetts
$20.7M +$4.52M +39,252 +28%
PFP
318
Pinnacle Financial Partners
Tennessee
$20.6M +$261K +2,262 +1%
TCA
319
Trifecta Capital Advisors
Illinois
$20.6M +$579K +5,024 +3%
ST
320
Sageworth Trust
Pennsylvania
$20.5M -$2.28M -19,763 -10%
TCOV
321
Trust Company of Vermont
Vermont
$20.5M +$3.94M +34,206 +24%
MWC
322
MKD Wealth Coaches
Michigan
$20.5M +$20.5M +177,573 New
PWMAG
323
Pinnacle Wealth Management Advisory Group
New Jersey
$20.4M +$171K +1,488 +0.8%
BFG
324
Bleakley Financial Group
New Jersey
$20.3M +$245K +2,128 +1%
Charles Schwab
325
Charles Schwab
California
$20.2M -$25.9M -224,361 -56%
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