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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 %
EPP
576
ETF Portfolio Partners
Kansas
$9.37M +$3.8M +32,961 +68%
EA
577
Enclave Advisors
Texas
$9.31M +$998K +8,658 +12%
MPCG
578
Matrix Private Capital Group
New York
$9.26M +$152K +1,316 +2%
PWM
579
Partnership Wealth Management
Maryland
$9.26M +$1.33M +11,543 +17%
PFGIA
580
Patriot Financial Group Insurance Agency
Massachusetts
$9.25M +$1.23M +10,674 +15%
CAC
581
Certified Advisory Corp
Florida
$9.24M +$25.7K +223 +0.3%
CNB
582
Camden National Bank
Maine
$9.2M +$332K +2,881 +4%
GIA
583
GHP Investment Advisors
Colorado
$9.16M -$161K -1,399 -2%
4FG
584
4Thought Financial Group
New York
$9.16M +$147K +1,274 +2%
EL
585
EQ LLC
Washington
$9.1M +$6.46M +56,029 +244%
CTC
586
Central Trust Company
Missouri
$9.04M +$456K +3,960 +5%
PFS
587
Prospera Financial Services
Texas
$9.01M +$1.49M +12,932 +20%
NF
588
Nikulski Financial
Iowa
$9M -$276K -2,397 -3%
PA
589
Parallel Advisors
California
$9M +$683K +5,929 +8%
PCMC
590
Private Capital Management (Colorado)
Colorado
$8.98M -$914K -7,933 -9%
CPW
591
Crestmont Private Wealth
Texas
$8.97M +$160K +1,390 +2%
SFG
592
Somnio Financial Group
Connecticut
$8.97M +$313K +2,713 +4%
LPT
593
Legacy Private Trust
Wisconsin
$8.97M -$188K -1,635 -2%
GAM
594
Gotham Asset Management
New York
$8.97M +$2.59M +22,443 +41%
TC
595
Trilogy Capital
California
$8.96M -$162K -1,408 -2%
EIP
596
Ellis Investment Partners
Pennsylvania
$8.94M +$239K +2,070 +3%
FCP
597
Fidelis Capital Partners
Florida
$8.87M +$2.38M +20,394 +37%
SAMT
598
Select Asset Management & Trust
Pennsylvania
$8.86M -$4.68M -40,594 -35%
EFS
599
Econ Financial Services
Pennsylvania
$8.76M +$4.62M +40,073 +111%
RPC
600
Rossmore Private Capital
Connecticut
$8.74M +$338K +2,936 +4%
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