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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 %
WPIC
651
White Pine Investment Company
Michigan
$7.54M -$417K -3,622 -5%
RA
652
RFG Advisory
Alabama
$7.54M +$258K +2,238 +4%
SFP
653
Strategic Financial Partners
Oregon
$7.5M -$410K -3,556 -5%
SC
654
SouthState Corp
Florida
$7.48M +$1.92M +16,694 +35%
IWM
655
IHT Wealth Management
Illinois
$7.48M -$1.36M -11,786 -15%
RA
656
Resolute Advisors
California
$7.45M +$368K +3,197 +5%
HHWM
657
Hiley Hunt Wealth Management
Nebraska
$7.44M +$247K +2,147 +3%
NCM
658
Noesis Capital Mangement
Florida
$7.4M +$276K +2,397 +4%
HSA
659
HBK Sorce Advisory
Pennsylvania
$7.39M -$54.4K -472 -0.7%
CBB
660
Citizens Business Bank
California
$7.37M -$2.85M -18,110 -28%
ABC
661
Associated Banc-Corp
Wisconsin
$7.36M -$185K -1,606 -2%
SC
662
Syon Capital
California
$7.36M +$3.7M +32,141 +101%
C
663
Certuity
Florida
$7.33M +$1.35M +11,714 +23%
AWA
664
Arete Wealth Advisors
Illinois
$7.28M +$1.2M +10,432 +20%
MNBTD
665
Moody National Bank Trust Division
Texas
$7.27M -$432K -3,751 -6%
PPWP
666
Premier Path Wealth Partners
New Jersey
$7.27M +$134K +1,166 +2%
MWM
667
Meridian Wealth Management
Kentucky
$7.25M +$157K +1,364 +2%
KFP
668
KMG Fiduciary Partners
Ohio
$7.24M -$62.2K -540 -0.9%
CPC
669
Consolidated Planning Corp
Georgia
$7.21M -$151K -1,307 -2%
AIM
670
Allen Investment Management
New York
$7.21M – – –
GS
671
GTS Securities
New York
$7.2M +$7.2M +62,478 New
UFA
672
Uptown Financial Advisors
Texas
$7.12M +$7.12M +61,826 New
LPFG
673
Landing Point Financial Group
Ohio
$7.12M +$7.12M +61,578 New
AMM
674
American Money Management
California
$7.09M +$189K +1,643 +3%
MHC
675
May Hill Capital
Massachusetts
$7.09M +$7.09M +61,517 New
25 26
27
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