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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 %
FA
701
FDx Advisors
Illinois
$6.63M +$1.44M +12,521 +28%
CV
702
Counterweight Ventures
North Carolina
$6.63M +$94.1K +817 +1%
MG
703
Mather Group
Illinois
$6.63M -$390K -3,385 -6%
KPWG
704
KFA Private Wealth Group
Virginia
$6.61M +$1.17M +10,118 +21%
CWA
705
Continuum Wealth Advisors
New York
$6.59M +$5.11M +44,331 +344%
MBT
706
Montecito Bank & Trust
California
$6.58M +$13.6K +118 +0.2%
PFM
707
Phillips Financial Management
Indiana
$6.55M -$1.53M -13,243 -19%
IA
708
IFS Advisors
Kansas
$6.54M -$77.8K -675 -1%
Susquehanna International Group
709
Susquehanna International Group
Pennsylvania
$6.54M +$5.53M +47,969 +548%
SFI
710
SPC Financial Inc
Maryland
$6.52M +$545K +4,734 +9%
OFS
711
Orrstown Financial Services
Pennsylvania
$6.51M -$1.24M -10,776 -16%
FNBOH
712
First National Bank of Hutchinson
Kansas
$6.49M -$167K -1,453 -3%
AP
713
Americana Partners
Texas
$6.49M +$167K +1,453 +3%
GFG
714
Goldstone Financial Group
Illinois
$6.49M +$1.35M +11,722 +26%
FHB
715
First Hawaiian Bank
Hawaii
$6.49M -$1.07M -9,316 -14%
JWBC
716
J.W. Burns & Co
New York
$6.47M +$1.06M +9,193 +20%
PWM
717
Provident Wealth Management
Tennessee
$6.46M +$445K +3,863 +7%
BCM
718
Boltwood Capital Management
California
$6.46M -$45.5K -395 -0.7%
GLA
719
Good Life Advisors
Pennsylvania
$6.45M -$4.8M -41,643 -43%
EGWAG
720
Elwood & Goetz Wealth Advisory Group
Georgia
$6.44M -$51K -443 -0.8%
MWM
721
MTC Wealth Management
Florida
$6.42M -$183K -1,592 -3%
EWM
722
EPG Wealth Management
Georgia
$6.38M +$1.06M +9,160 +20%
OSAM
723
O'Shaughnessy Asset Management
Connecticut
$6.34M +$1.78M +15,481 +39%
SCA
724
Snowden Capital Advisors
New York
$6.33M +$104K +901 +2%
EFL
725
ERn Financial LLC
Wisconsin
$6.31M +$73.3K +636 +1%
27 28
29
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