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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 %
WT
351
Washington Trust
Rhode Island
$18.6M +$258K +2,238 +1%
WFA
352
Wellspring Financial Advisors
Ohio
$18.6M +$2.53M +72,409 +16%
FHC
353
Fort Henry Capital
West Virginia
$18.5M -$845K -7,337 -4%
PCIA
354
Prime Capital Investment Advisors
Kansas
$18.4M -$63.4K -550 -0.3%
FDP
355
Financiere des Professionnels
Quebec, Canada
$18.4M +$3.57M +31,000 +24%
NEPPG
356
New England Professional Planning Group
Rhode Island
$18.4M +$377K +3,271 +2%
MCWS
357
McKinley Carter Wealth Services
West Virginia
$18.4M +$713K +6,190 +4%
JA
358
JVL Associates
Michigan
$18.3M -$318K -2,762 -2%
ATC
359
Argent Trust Co
Tennessee
$18.3M +$506K +4,390 +3%
SFWA
360
Summit Financial Wealth Advisors
Louisiana
$18.3M +$582K +4,979 +3%
BOS
361
Bank of Stockton
California
$18M -$1.15M -9,942 -6%
Principal Financial Group
362
Principal Financial Group
Iowa
$18M +$1.6M +13,897 +10%
LFS
363
Legacy Financial Strategies
Kansas
$17.9M +$1.34M +11,683 +8%
XF
364
XML Financial
Maryland
$17.8M +$1.56M +13,529 +10%
SW
365
SVB Wealth
Massachusetts
$17.8M +$17.8M +154,586 New
LIA
366
LBMC Investment Advisors
Tennessee
$17.7M -$31.6K -274 -0.2%
Mackenzie Financial
367
Mackenzie Financial
Ontario, Canada
$17.7M +$797K +6,920 +5%
LP
368
LGL Partners
Pennsylvania
$17.6M +$332K +2,882 +2%
BPA
369
Beacon Pointe Advisors
California
$17.6M +$305K +2,644 +2%
PG
370
Proffitt & Goodson
Tennessee
$17.6M +$288K +2,503 +2%
CCM
371
Cambridge Capital Management
Illinois
$17.5M +$354K +3,072 +2%
CIA
372
Concurrent Investment Advisors
Florida
$17.4M -$269K -2,336 -2%
HWA
373
Hilltop Wealth Advisors
North Carolina
$17.3M +$286K +2,483 +2%
MHS
374
M Holdings Securities
Oregon
$17.3M +$17.3M +150,052 New
UBS AM
375
UBS AM
Illinois
$17.3M – – –
13 14
15
16 17