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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 %
Prudential Financial
526
Prudential Financial
New Jersey
$10.9M -$20.4M -177,007 -65%
AFS
527
Aft Forsyth & Sober
Florida
$10.9M – – –
CG
528
CFO4Life Group
Texas
$10.8M -$163K -1,414 -1%
CWM
529
Cahill Wealth Management
Michigan
$10.8M +$216K +1,873 +2%
BCM
530
Brookstone Capital Management
Illinois
$10.8M +$5.2M +45,150 +93%
PFA
531
Pettinga Financial Advisors
Indiana
$10.8M -$12.1K -105 -0.1%
HSBC Holdings
532
HSBC Holdings
United Kingdom
$10.8M +$1.32M +11,457 +14%
PSCM
533
Per Stirling Capital Management
Texas
$10.7M -$247K -2,144 -2%
EWM
534
Empirical Wealth Management
Washington
$10.7M +$604K +5,246 +6%
SC
535
Sapient Capital
Indiana
$10.7M +$6.46M +56,100 +154%
HI
536
Harbour Investments
Wisconsin
$10.6M -$524K -4,552 -5%
OCM
537
One Capital Management
California
$10.6M -$891K -7,735 -8%
IA
538
IFG Advisory
Georgia
$10.6M +$879K +7,632 +9%
IWM
539
Inlight Wealth Management
Georgia
$10.6M +$10.6M +117,702 New
HBCM
540
Heron Bay Capital Management
Michigan
$10.5M +$156K +1,358 +2%
Neuberger Berman Group
541
Neuberger Berman Group
New York
$10.5M +$838K +7,277 +9%
CCM
542
Condor Capital Management
New Jersey
$10.5M +$78.6K +682 +0.8%
TGAM
543
TBH Global Asset Management
Tennessee
$10.5M -$1.73M -14,957 -14%
PI
544
Pachira Investments
California
$10.4M -$12.4K -108 -0.1%
SDAM
545
Shulman DeMeo Asset Management
New York
$10.4M -$151K -1,312 -1%
FTS
546
Fifth Third Securities
Ohio
$10.4M +$106K +919 +1%
OA
547
Operose Advisors
Wisconsin
$10.4M -$1.38M -12,013 -12%
BWFA
548
Baltimore-Washington Financial Advisors
Maryland
$10.3M +$43.1K +374 +0.4%
CWA
549
Consilio Wealth Advisors
Washington
$10.3M -$74.3K -645 -0.7%
CWA
550
Canvas Wealth Advisors
Kansas
$10.2M +$863K +7,492 +9%
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