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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,597 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, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% of All Funds
34.59%
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
801
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.39B
2
LPL Financial
2
LPL Financial
California
$1.8B
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.6B
4
Bank of America
4
Bank of America
North Carolina
$3.69B
5
Wells Fargo
5
Wells Fargo
California
$1.98B

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$27.3M
2
CAM
2
Cresset Asset Management
Illinois
$421M
3
HNB
3
Huntington National Bank
Ohio
$222M
4
IAIM
4
International Assets Investment Management
Florida
$1.37M
5
DWM
5
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$198M +$9.03M +78,390 +5%
BCM
52
Bronte Capital Management
Australia
$187M +$67.2M +507,235 +56%
Creative Planning
53
Creative Planning
Kansas
$180M +$17.3M +150,341 +11%
Stifel Financial
54
Stifel Financial
Missouri
$179M +$7.64M +66,345 +4%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$170M +$1.27M +11,008 +0.8%
MGIA
56
Moneta Group Investment Advisors
Missouri
$169M +$3.87M +33,576 +2%
MFIM
57
Mesirow Financial Investment Management
Illinois
$168M +$8.85M +76,834 +6%
BIM
58
Bridges Investment Management
Nebraska
$163M +$4.18M +36,288 +3%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$155M +$17.5M +151,694 +13%
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$142M +$17.3M +149,866 +14%
WCF
61
West Coast Financial
California
$142M +$79.6K +691 +0.1%
Osaic Holdings
62
Osaic Holdings
Arizona
$142M +$11.6M +103,417 +9%
AF
63
Allworth Financial
California
$139M +$38.1M +320,218 +38%
Comerica Bank
64
Comerica Bank
Texas
$134M -$437K -3,792 -0.3%
M&T Bank
65
M&T Bank
New York
$132M +$815K +7,077 +0.6%
Franklin Resources
66
Franklin Resources
California
$130M +$5.69M +49,367 +5%
MML Investors Services
67
MML Investors Services
Massachusetts
$130M +$8.52M +73,954 +7%
UCFA
68
United Capital Financial Advisors
Texas
$128M -$1.39M -12,103 -1%
State Street
69
State Street
Massachusetts
$124M -$13.8M -119,825 -10%
PAG
70
Private Advisor Group
New Jersey
$121M +$54.1M +469,848 +80%
NFA
71
Nationwide Fund Advisors
Ohio
$121M -$6.42M -55,704 -5%
KAS
72
Kestra Advisory Services
Texas
$120M -$14.9M -129,060 -11%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$120M +$73.2M +635,113 +157%
CWM
74
Connecticut Wealth Management
Connecticut
$116M +$5.89M +51,104 +5%
FMII
75
Farmers & Merchants Investments Inc
Nebraska
$115M +$2.01M +17,420 +2%
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3
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