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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 %
HCM
676
Hudson Capital Management
New Jersey
$7.07M -$301K -2,614 -4%
PL
677
Polianta Ltd
Jersey
$7.04M +$7.04M +61,100 New
CWG
678
Cornerstone Wealth Group
North Carolina
$7.02M +$25.6K +222 +0.4%
CAM
679
Cozad Asset Management
Illinois
$6.97M +$686K +5,950 +11%
MWM
680
Mascoma Wealth Management
New Hampshire
$6.96M +$172K +1,494 +3%
AWM
681
AE Wealth Management
Kansas
$6.94M -$4.32M -37,530 -38%
HBT
682
Hills Bank & Trust
Iowa
$6.93M -$460K -3,994 -6%
AC
683
Aristides Capital
Kentucky
$6.91M +$6.91M +60,000 New
PPWM
684
PFG Private Wealth Management
Florida
$6.9M +$169K +1,470 +3%
Betterment LLC
685
Betterment LLC
New York
$6.89M -$2M -17,368 -23%
BFO
686
Boston Family Office
Massachusetts
$6.88M -$206K -1,785 -3%
GWM
687
Geneos Wealth Management
Colorado
$6.88M -$393K -3,413 -5%
TSWM
688
Triangle Securities Wealth Management
North Carolina
$6.87M +$55.3K +480 +0.8%
TAM
689
Titleist Asset Management
Texas
$6.85M +$1.57M +13,592 +30%
VRM
690
Vectors Research Management
New York
$6.84M +$482K +4,181 +8%
AFG
691
Arkansas Financial Group
Arkansas
$6.81M -$101K -879 -1%
CIAS
692
CFS Investment Advisory Services
New Jersey
$6.76M -$5.85M -50,764 -46%
OHWP
693
Oak Harbor Wealth Partners
North Carolina
$6.75M +$93.6K +812 +1%
JWCA
694
J.W. Cole Advisors
Florida
$6.72M +$68.7K +596 +1%
TA
695
TKG Advisors
Indiana
$6.7M +$2.3M +19,307 +52%
OCBCO
696
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6.68M +$1.9M +16,494 +40%
FHA
697
Flagship Harbor Advisors
Massachusetts
$6.67M +$119K +1,032 +2%
HH
698
Hilltop Holdings
Texas
$6.65M +$2.85M +24,693 +75%
AWMG
699
ADG Wealth Management Group
Louisiana
$6.65M +$6.65M +57,710 New
SFS
700
Sowell Financial Services
Arkansas
$6.64M -$2.26M -19,598 -25%
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