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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 %
CI
376
Constellation Investments
Ohio
$17.3M +$17.3M +150,000 New
MWM
377
Marietta Wealth Management
Georgia
$17.2M +$75.9K +659 +0.4%
TPCW
378
TD Private Client Wealth
New York
$17.2M +$29.4K +255 +0.2%
VCP
379
Verus Capital Partners
Arizona
$17.2M -$1.36M -11,829 -7%
PSIWM
380
Paradigm Strategies in Wealth Management
Minnesota
$17.1M -$569K -4,936 -3%
BA
381
Bristlecone Advisors
Washington
$17.1M +$291K +2,524 +2%
AF
382
Apexium Financial
Texas
$17.1M +$1.19M +10,348 +8%
TFA
383
Transamerica Financial Advisors
Florida
$17M -$202K -1,754 -1%
WH
384
Whitcomb & Hess
Ohio
$17M -$170K -1,472 -1%
JSW
385
Journey Strategic Wealth
New Jersey
$17M -$310K -2,693 -2%
LSAG
386
Lake Street Advisors Group
New Hampshire
$16.8M -$342K -2,968 -2%
NC
387
NewSquare Capital
Pennsylvania
$16.6M -$630K -5,595 -4%
FA
388
Flagstar Advisors
New York
$16.5M +$162K +1,404 +1%
CPIG
389
Chicago Partners Investment Group
Illinois
$16.5M +$414K +3,586 +3%
IWMWV
390
Ironwood Wealth Management (West Virginia)
West Virginia
$16.5M -$87K -769 -0.5%
FMWA
391
Forvis Mazars Wealth Advisors
Missouri
$16.5M -$755K -6,551 -4%
Allspring Global Investments
392
Allspring Global Investments
North Carolina
$16.4M +$123K +1,066 +0.8%
SG Americas Securities
393
SG Americas Securities
New York
$16.3M +$11.6M +100,706 +246%
Schroder Investment Management Group
394
Schroder Investment Management Group
United Kingdom
$16.3M +$16.1M +139,932 +7,774%
GPA
395
Guidance Point Advisors
Massachusetts
$16.2M +$469K +4,073 +3%
MM
396
Meridian Management
Arkansas
$16.2M +$768K +6,668 +5%
FWM
397
FFT Wealth Management
Pennsylvania
$16.1M +$885K +7,684 +6%
HI
398
Human Investing
Oregon
$15.8M +$452K +3,924 +3%
CA
399
Cumberland Advisors
Florida
$15.8M -$319K -2,765 -2%
GC
400
Grimes & Company
Massachusetts
$15.7M -$174K -1,513 -1%
14 15
16
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