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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 %
BOH
551
Bank of Hawaii
Hawaii
$10.2M -$1.19M -10,370 -10%
LRWA
552
Long Run Wealth Advisors
New York
$10.1M -$314K -2,728 -3%
OIS
553
Okabena Investment Services
Minnesota
$10M -$1.25M -10,806 -11%
SA
554
SoundView Advisors
Washington
$10M +$10M +86,783 New
TDWM
555
Topel & Distasi Wealth Management
California
$9.93M -$310K -2,693 -3%
BEI
556
Benjamin Edwards Inc
Missouri
$9.91M +$450K +3,906 +5%
FAIM
557
Financial Advocates Investment Management
Washington
$9.86M -$1.63M -14,158 -14%
BFA
558
Bright Financial Advisors
Michigan
$9.85M +$241K +2,091 +3%
JSL
559
JT Stratford LLC
Georgia
$9.82M +$979K +8,497 +11%
HWM
560
HighMark Wealth Management
Minnesota
$9.78M +$806 +7 +0%
PFA
561
Pathway Financial Advisors
Vermont
$9.76M +$477K +4,144 +5%
BHBT
562
Burke & Herbert Bank & Trust
Virginia
$9.7M +$67.6K +587 +0.7%
SDWMA
563
Schneider Downs Wealth Management Advisors
Pennsylvania
$9.67M +$1.62M +14,075 +20%
KWM
564
Kingsview Wealth Management
Oregon
$9.67M +$515K +4,474 +6%
SWM
565
Spire Wealth Management
Virginia
$9.67M -$2.47M -21,424 -20%
PCP
566
Panoramic Capital Partners
Oregon
$9.66M +$9.66M +83,850 New
Retirement Systems of Alabama
567
Retirement Systems of Alabama
Alabama
$9.62M – – –
CSIC
568
Clifford Swan Investment Counsel
California
$9.59M +$265K +2,298 +3%
TYCC
569
Texas Yale Capital Corp
Florida
$9.57M +$61.2K +531 +0.6%
KV
570
Kickstand Ventures
New York
$9.54M -$196K -1,701 -2%
CPSAC
571
Chas P. Smith & Associates (CPS)
Florida
$9.53M -$504K -4,378 -5%
FFG
572
Frisch Financial Group
New York
$9.53M +$24.9K +216 +0.3%
CCM
573
Canal Capital Management
Virginia
$9.51M +$1.47M +12,735 +18%
IA
574
IFP Advisors
Florida
$9.47M +$410K +3,556 +5%
ACA
575
Aptus Capital Advisors
Alabama
$9.46M +$6.03M +52,375 +176%
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