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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 %
SA
601
Sylvest Advisors
Texas
$8.73M +$8.73M +75,753 New
SW
602
SkyOak Wealth
Michigan
$8.67M -$777K -6,747 -8%
NLWP
603
Next Level Wealth Planning
Idaho
$8.65M +$8.65M +75,103 New
AWM
604
Avior Wealth Management
Nebraska
$8.64M +$309K +2,686 +4%
MWM
605
Magnolia Wealth Management
Alabama
$8.53M +$420K +3,644 +5%
LT
606
Legacy Trust
Michigan
$8.51M -$16.2K -141 -0.2%
SAM
607
Sherman Asset Management
California
$8.51M +$8.51M +73,831 New
LA
608
LVW Advisors
New York
$8.5M +$2.26M +19,592 +36%
BRM
609
Boston Research & Management
Massachusetts
$8.5M -$105K -912 -1%
CAG
610
Csenge Advisory Group
Florida
$8.47M +$910K +7,897 +12%
FMI
611
F/M Investments
District of Columbia
$8.44M +$373K +3,235 +5%
PVAMC
612
PPS&V Asset Management Consultants
Michigan
$8.39M -$73.4K -637 -0.9%
CNBTD
613
Citizens National Bank Trust Department
Mississippi
$8.33M +$121K +1,048 +1%
CFO
614
CVA Family Office
Colorado
$8.32M -$42.5K -369 -0.5%
RBC
615
Roble Belko & Company
Pennsylvania
$8.3M -$39.5K -343 -0.5%
DWT
616
Dorsey & Whitney Trust
South Dakota
$8.28M +$959K +8,325 +13%
AWA
617
Arkadios Wealth Advisors
Georgia
$8.26M +$1.15M +9,983 +16%
WGC
618
Watts Gwilliam & Co
Arizona
$8.23M +$182K +1,575 +2%
AIMC
619
Alley Investment Management Company
Illinois
$8.22M +$48.2K +418 +0.6%
TC
620
TownSquare Capital
Utah
$8.21M +$4.73M +41,015 +136%
HAC
621
Harbor Advisory Corp
New Hampshire
$8.19M +$177K +1,533 +2%
RFM
622
Royal Fund Management
Florida
$8.16M -$11.2M -97,080 -58%
TWA
623
Tandem Wealth Advisors
Arizona
$8.14M -$361K -3,136 -4%
KP
624
Keel Point
Alabama
$8.14M -$437K -3,791 -5%
WA
625
Waverly Advisors
Alabama
$8.09M +$3.72M +32,273 +85%
23 24
25
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