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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 %
WSFS
401
Wilmington Savings Fund Society
Delaware
$15.7M +$592K +5,137 +4%
DWM
402
Dakota Wealth Management
Florida
$15.7M -$328K -2,850 -2%
BNP Paribas Financial Markets
403
BNP Paribas Financial Markets
France
$15.6M -$6.43M -55,818 -29%
OPPS
404
Obsidian Personal Planning Solutions
Maryland
$15.5M +$1.22M +10,338 +9%
BSAM
405
Blue Square Asset Management
New York
$15.5M +$317K +2,753 +2%
PMG
406
ProVise Management Group
Florida
$15.4M -$238K -2,063 -2%
LPAM
407
Lodestar Private Asset Management
California
$15.3M +$1.17M +10,167 +8%
BCI
408
Brinker Capital Investments
Pennsylvania
$15.3M +$430K +3,734 +3%
OPS
409
Orion Portfolio Solutions
Nebraska
$15.3M +$430K +3,734 +3%
LC
410
LTG Capital
Massachusetts
$15.3M +$538K +4,671 +4%
HR
411
Hardy Reed
Mississippi
$15.2M -$7.37K -64 -0%
FA
412
Fiducient Advisors
Illinois
$15.2M +$564K +4,894 +4%
EWA
413
Encompass Wealth Advisors
Oregon
$15.2M +$568K +4,926 +4%
BWP
414
Burling Wealth Partners
Illinois
$15.2M +$15.2M +131,754 New
MSA
415
Marino Stram & Associates
Massachusetts
$15.2M +$358K +3,110 +2%
CA
416
Capital Advantage
California
$15.1M -$304K -2,639 -2%
TCM
417
Towercrest Capital Management
Pennsylvania
$15.1M -$43.9K -381 -0.3%
HIG
418
Heritage Investment Group
Florida
$15.1M +$543K +4,717 +4%
FWM
419
Fairhaven Wealth Management
Illinois
$15M -$60.8K -528 -0.4%
FWA
420
FSM Wealth Advisors
Ohio
$15M +$1.21M +10,308 +9%
VP
421
Verum Partners
North Carolina
$14.9M +$922K +7,999 +7%
VVP
422
Venture Visionary Partners
Ohio
$14.8M -$154K -1,335 -1%
GA
423
GFS Advisors
Texas
$14.8M +$369K +3,202 +3%
CA
424
CoreCap Advisors
Michigan
$14.7M +$4.27M +37,092 +41%
KFP
425
Keener Financial Planning
Texas
$14.6M +$1.95M +16,933 +15%
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17
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