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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 %
GIA
326
Gladstone Institutional Advisory
Florida
$20M +$2.68M +23,266 +15%
OIA
327
OneDigital Investment Advisors
Kansas
$19.9M -$1.84M -15,939 -8%
OPWM
328
Oakwell Private Wealth Management
Texas
$19.9M +$2.07M +17,933 +12%
BSSFA
329
Baron Silver Stevens Financial Advisors
Florida
$19.8M +$650K +5,638 +3%
EAMA
330
EFG Asset Management (Americas)
Florida
$19.8M -$128K -1,107 -0.6%
LMIM
331
Lockheed Martin Investment Management
Maryland
$19.8M +$18.5M +160,500 +1,384%
EA
332
Evergreen Advisors
Tennessee
$19.8M +$153K +1,331 +0.8%
IWC
333
Integrated Wealth Concepts
Massachusetts
$19.8M +$471K +4,090 +2%
SAM
334
Summit Asset Management
Tennessee
$19.6M +$462K +4,008 +2%
MA
335
Montag & Associates
Georgia
$19.6M +$12.3M +106,695 +169%
TCM
336
Twele Capital Management
Minnesota
$19.5M +$121K +1,049 +0.6%
EW
337
Enzi Wealth
Texas
$19.5M +$314K +2,640 +2%
AAS
338
Ameritas Advisory Services
Nebraska
$19.4M +$2.6M +22,562 +15%
RDFA
339
Ritter Daniher Financial Advisory
Ohio
$19.4M -$1.14M -9,859 -6%
PAS
340
PKS Advisory Services
New York
$19.3M +$19.3M +167,810 New
ST
341
Smithfield Trust
Pennsylvania
$19.3M -$106K -924 -0.5%
CFA
342
CWS Financial Advisors
Michigan
$19.3M +$308K +2,670 +2%
FNBT
343
FineMark National Bank & Trust
Florida
$19.2M +$183K +1,585 +1%
FFW
344
Fusion Family Wealth
New York
$19.2M +$115K +996 +0.6%
ECG
345
EPIQ Capital Group
California
$19.2M +$20.2K +175 +0.1%
VFIC
346
Valley Forge Investment Consultants
Pennsylvania
$19M +$544K +4,724 +3%
YCM
347
Yousif Capital Management
Michigan
$19M +$744K +6,457 +4%
GIM
348
Goelzer Investment Management
Indiana
$19M -$3.21M -27,827 -14%
HWM
349
HB Wealth Management
Georgia
$18.8M +$2.5M +21,690 +15%
NA
350
Nottingham Advisors
New York
$18.8M -$2.25M -19,554 -11%
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