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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 %
Manulife (Manufacturers Life Insurance)
426
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.6M -$1.08M -9,353 -7%
DJSG
427
D.J. St. Germain
Massachusetts
$14.5M +$334K +2,901 +2%
FMN
428
Financial Management Network
California
$14.5M +$2.11M +18,121 +17%
FF
429
Francis Financial
$14.5M +$145K +1,260 +1%
TCM
430
Traynor Capital Management
Pennsylvania
$14.4M +$1.69M +14,685 +13%
LWANC
431
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.3M +$107K +930 +0.8%
ALA
432
Atlas Legacy Advisors
California
$14.3M +$14.3M +124,253 New
COPPSERS
433
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.3M -$286K -2,485 -2%
AGA
434
Arkos Global Advisors
Texas
$14.3M +$258K +2,240 +2%
ISB
435
Iowa State Bank
Iowa
$14.3M +$190K +1,653 +1%
EFG
436
Embree Financial Group
Illinois
$14.2M -$242K -2,097 -2%
DAS
437
Dynamic Advisor Solutions
Arizona
$14.2M -$6.8M -59,022 -32%
BFM
438
Boston Financial Management
Massachusetts
$14.2M +$46K +399 +0.3%
AA
439
Ancora Advisors
Ohio
$14.1M +$885K +7,679 +7%
B
440
Bailard
California
$14.1M -$119K -1,029 -0.8%
CIC
441
Cutler Investment Counsel
Oregon
$14.1M +$3.66M +31,793 +35%
CAI
442
Capital Advisors Inc
Oklahoma
$14.1M +$520K +4,511 +4%
ET
443
Equitable Trust
Tennessee
$14.1M +$14.1M +122,116 New
CSP
444
Cary Street Partners
Virginia
$14.1M +$14.1M +122,116 New
RIA
445
Regal Investment Advisors
Michigan
$14M +$691K +5,999 +5%
OAM
446
Oppenheimer Asset Management
New York
$14M +$272K +2,364 +2%
CA
447
Centerpoint Advisors
Massachusetts
$13.9M +$460K +3,989 +3%
NRI
448
NFP Retirement Inc
California
$13.9M +$181K +1,572 +1%
BWS
449
Buck Wealth Strategies
Colorado
$13.8M +$5.93M +51,468 +75%
TFA
450
Teamwork Financial Advisors
Texas
$13.8M +$1.67M +14,462 +14%
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