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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 %
NPF
476
Norris Perne & French
Michigan
$12.6M -$793K -6,881 -6%
CIM
477
CIM Investment Management
Pennsylvania
$12.6M -$56.9K -494 -0.4%
IF
478
Ironwood Financial
Arizona
$12.6M -$49.3K -428 -0.4%
CAG
479
Crestwood Advisors Group
Massachusetts
$12.5M +$137K +1,188 +1%
NA
480
Nestegg Advisors
New York
$12.5M +$12.5M +105,257 New
CFGS
481
Concourse Financial Group Securities
Alabama
$12.5M -$262K -2,206 -2%
Mirae Asset Global Investments
482
Mirae Asset Global Investments
South Korea
$12.5M -$920K -8,000 -7%
AAS
483
Asset Allocation Strategies
Michigan
$12.4M +$265K +2,295 +2%
ECM
484
Evergreen Capital Management
Washington
$12.4M +$113K +980 +0.9%
EIG
485
Ellenbecker Investment Group
Wisconsin
$12.4M -$2.46M -21,387 -17%
SL
486
Salomon & Ludwin
Virginia
$12.3M -$375K -3,251 -3%
SBH
487
Segall Bryant & Hamill
Illinois
$12.3M -$606K -5,256 -5%
PAM
488
Peninsula Asset Management
Florida
$12.3M -$224K -1,940 -2%
IWS
489
Insight Wealth Strategies
California
$12.3M +$8.3K +72 +0.1%
KPWS
490
Kestra Private Wealth Services
Texas
$12.2M +$847K +7,348 +7%
EWM
491
Evermay Wealth Management
Virginia
$12.1M -$101K -874 -0.8%
IAA
492
Ironsides Asset Advisors
North Carolina
$12M +$58.6K +509 +0.5%
PHAM
493
Palisades Hudson Asset Management
Florida
$12M -$118K -1,024 -1%
CA
494
Crewe Advisors
Utah
$11.9M +$2.37M +20,526 +25%
MIG
495
McGuire Investment Group
Rhode Island
$11.7M -$66.3K -575 -0.6%
GVAG
496
Great Valley Advisor Group
Delaware
$11.7M +$1.05M +9,080 +10%
SWA
497
Sax Wealth Advisors
New Jersey
$11.7M -$948K -8,230 -8%
FHA
498
First Horizon Advisors
Tennessee
$11.6M -$35K -304 -0.3%
GWM
499
Global Wealth Management
New Jersey
$11.6M -$267K -2,319 -2%
FG
500
Fiduciary Group
Georgia
$11.6M -$681K -5,912 -6%
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