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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 %
MFC
451
Morris Financial Concepts
South Carolina
$13.7M +$383K +3,326 +3%
NCM
452
Neumann Capital Management
California
$13.7M +$217K +1,886 +2%
HCP
453
Holt Capital Partners
Texas
$13.7M -$153K -1,331 -1%
OFG
454
Omega Financial Group
California
$13.6M +$447K +3,880 +3%
FA
455
Fiduciary Alliance
South Carolina
$13.5M +$711K +6,170 +6%
JFA
456
JNBA Financial Advisors
Minnesota
$13.4M +$145K +1,255 +1%
IAG
457
Investment Advisory Group
Massachusetts
$13.4M +$138K +1,194 +1%
CB
458
Community Bank
New York
$13.4M -$34.8K -302 -0.3%
DCM
459
Dimension Capital Management
Florida
$13.4M +$616K +5,350 +5%
VBFG
460
Vishria Bird Financial Group
Tennessee
$13.3M -$59.6K -517 -0.4%
HFRG
461
Houlihan Financial Resource Group
Virginia
$13.3M -$277K -2,405 -2%
BS
462
Banco Santander
Spain
$13.3M +$13.3M +115,003 New
RWPA
463
Richard W. Paul & Associates
Michigan
$13.2M -$39.1K -339 -0.3%
FCBT
464
First Citizens Bank & Trust
North Carolina
$13.2M -$823K -7,143 -6%
FBT
465
First Bank & Trust
South Dakota
$13.2M +$37.6K +326 +0.3%
IWMA
466
Ironwood Wealth Management (Arizona)
Arizona
$13.2M +$852K +7,395 +7%
JWBC
467
John W. Brooker & Co
California
$13.2M +$17.4K +151 +0.1%
SCA
468
Southern Capital Advisors
Tennessee
$13.2M +$4.41M +38,282 +50%
ML
469
McAdam LLC
Pennsylvania
$13.2M +$382K +3,319 +3%
RSWM
470
Robertson Stephens Wealth Management
California
$13M +$9.25M +80,315 +246%
QFA
471
Quattro Financial Advisors
Texas
$13M +$3.82M +31,940 +41%
MCC
472
Money Concepts Capital
Florida
$12.9M -$412K -3,577 -3%
CC
473
Courier Capital
New York
$12.9M +$798K +6,924 +7%
CFFNO
474
Common Fund For Nonprofit Organizations
Connecticut
$12.7M +$121K +1,050 +1%
ETC
475
Exchange Traded Concepts
Oklahoma
$12.7M +$12.6M +109,329 +15,442%
17 18
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