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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 %
VFPW
501
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.6M -$6.66M -57,769 -36%
CWM
502
Cranbrook Wealth Management
Michigan
$11.6M +$2.65K +23 +0%
NFG
503
Nations Financial Group
Iowa
$11.6M -$1.16M -10,078 -9%
EFA
504
Evernest Financial Advisors
Indiana
$11.6M +$439K +3,806 +4%
FW
505
Fairway Wealth
Ohio
$11.5M +$1.75M +15,229 +18%
GA
506
Geller Advisors
New York
$11.5M +$11.2M +97,015 +3,797%
TA
507
Townsend & Associates
Colorado
$11.5M -$113K -940 -1%
TFO
508
Tarbox Family Office
California
$11.5M +$77K +668 +0.7%
BWIA
509
Bryant Woods Investment Advisors
New York
$11.4M -$20.2K -175 -0.2%
PAS
510
Park Avenue Securities
New York
$11.4M +$2.28M +19,829 +25%
MFG
511
Merit Financial Group
Georgia
$11.4M -$316K -2,743 -3%
WWM
512
Waterway Wealth Management
Texas
$11.3M -$7.03K -61 -0.1%
GSIS
513
Global Strategic Investment Solutions
Arizona
$11.3M -$490K -4,255 -4%
MOS
514
MGO One Seven
Ohio
$11.2M +$745K +6,463 +7%
LS
515
Liquid Strategies
Georgia
$11.2M -$829K -7,191 -7%
QS
516
Quantitative Strategies
California
$11.1M -$122K -1,058 -1%
SFC
517
Sprinkle Financial Consultants
Colorado
$11.1M +$411K +3,567 +4%
CL
518
Choreo LLC
Illinois
$11M -$6.65M -57,716 -38%
MBI
519
May Barnhard Investments
Maryland
$11M +$11.6K +101 +0.1%
Barclays
520
Barclays
United Kingdom
$11M +$7.8M +67,708 +242%
PPW
521
PACK Private Wealth
Minnesota
$11M +$46.4K +403 +0.4%
PCM
522
Penserra Capital Management
California
$10.9M +$7.28M +63,185 +201%
BFWA
523
Benchmark Financial Wealth Advisors
Florida
$10.9M -$330K -2,860 -3%
ECM
524
Exchange Capital Management
Michigan
$10.9M -$537K -4,658 -5%
TIM
525
Tortoise Investment Management
New York
$10.9M -$61.5K -534 -0.6%
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