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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 %
DC
626
Davenport & Co
Virginia
$8.03M +$494K +4,288 +7%
RIA
627
Richwood Investment Advisors
Ohio
$8.02M +$140K +1,212 +2%
BW
628
BostonPremier Wealth
Massachusetts
$8.02M +$8.02M +69,593 New
TA
629
Tectonic Advisors
Texas
$8.01M +$187K +1,623 +2%
PGF
630
Plan Group Financial
Oklahoma
$7.98M +$68K +590 +0.9%
GWMIA
631
Global Wealth Management Investment Advisory
Florida
$7.94M +$339K +2,941 +4%
PFG
632
Pacific Financial Group
Washington
$7.91M -$307K -2,662 -4%
IAS
633
IMA Advisory Services
Colorado
$7.89M +$7.89M +68,488 New
AIA
634
Arcadia Investment Advisors
Idaho
$7.89M -$215K -1,869 -3%
PFM
635
Peak Financial Management
Massachusetts
$7.87M +$230K +1,998 +3%
IAN
636
Integrated Advisors Network
Texas
$7.87M +$297K +2,577 +4%
HR
637
Howe & Rusling
New York
$7.83M +$54.3K +471 +0.7%
SWA
638
Serenus Wealth Advisors
California
$7.83M +$7.83M +67,982 New
BIA
639
Bell Investment Advisors
California
$7.81M -$6.45K -56 -0.1%
MF
640
Meridian Financial
Massachusetts
$7.79M -$47.9K -416 -0.6%
SWM
641
Shepherd Wealth Management
Ohio
$7.79M +$7.79M +67,578 New
CIAS
642
Capital Investment Advisory Services
North Carolina
$7.76M -$384K -3,330 -5%
BFS
643
Burkett Financial Services
South Carolina
$7.69M +$16K +139 +0.2%
SIA
644
Soltis Investment Advisors
Utah
$7.68M -$127K -1,101 -2%
KOMWMG
645
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.64M +$232K +2,010 +3%
CWM
646
CCG Wealth Management
California
$7.63M -$85.7K -744 -1%
CFO
647
Callan Family Office
Pennsylvania
$7.62M +$789K +6,849 +12%
NL
648
NWAM LLC
Washington
$7.62M -$2.23M -19,378 -23%
EWA
649
Etesian Wealth Advisors
Oregon
$7.61M +$112K +973 +1%
SWMG
650
Sard Wealth Management Group
Georgia
$7.58M +$169K +1,464 +2%
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