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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,597 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, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% 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
801
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.39B
2
LPL Financial
2
LPL Financial
California
$1.8B
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.6B
4
Bank of America
4
Bank of America
North Carolina
$3.69B
5
Wells Fargo
5
Wells Fargo
California
$1.98B

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$27.3M
2
CAM
2
Cresset Asset Management
Illinois
$421M
3
HNB
3
Huntington National Bank
Ohio
$222M
4
IAIM
4
International Assets Investment Management
Florida
$1.37M
5
DWM
5
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$465M +$44.5M +386,040 +11%
KeyBank National Association
27
KeyBank National Association
Ohio
$448M +$14.2M +123,611 +3%
NMIMC
28
Northwestern Mutual Investment Management Company
Wisconsin
$430M -$6.29M -54,595 -1%
CAM
29
Cresset Asset Management
Illinois
$421M -$268M -2,328,403 -39%
RFC
30
Regions Financial Corp
Alabama
$407M +$2.95M +25,573 +0.7%
HighTower Advisors
31
HighTower Advisors
Illinois
$361M +$14.3M +123,763 +4%
AA
32
Acorns Advisers
California
$316M +$11.7M +101,388 +4%
Cerity Partners
33
Cerity Partners
New York
$282M +$47.2M +409,963 +20%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$278M -$10.7M -92,548 -4%
MRC
35
Millburn Ridgefield Corp
New York
$259M +$25.7M +223,086 +11%
CCA
36
Catalyst Capital Advisors
New York
$259M +$25.7M +223,086 +11%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$251M +$13.8M +120,033 +6%
CWM
38
Circle Wealth Management
New Jersey
$244M +$3K +26 +0%
VFA
39
Valeo Financial Advisors
Indiana
$232M +$4.11M +37,723 +2%
HNB
40
Huntington National Bank
Ohio
$222M -$223M – –
WANY
41
Wealthspire Advisors (New York)
New York
$218M +$14.8M +128,556 +7%
AA
42
Alesco Advisors
New York
$217M -$1.61M -13,948 -0.7%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$215M +$8.57M +74,366 +4%
Citigroup
44
Citigroup
New York
$211M -$48.4K -420 -0%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$210M +$5.48M +47,572 +3%
MCM
46
MAI Capital Management
Ohio
$210M +$23.2M +201,380 +12%
Mariner
47
Mariner
Kansas
$208M +$7.11M +61,666 +4%
CCMG
48
Clark Capital Management Group
Pennsylvania
$201M +$25.3M +219,758 +14%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$200M +$29M +251,877 +17%
HTC
50
Haverford Trust Company
Pennsylvania
$199M +$619K +5,376 +0.3%
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