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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 %
SCM
726
Stonehearth Capital Management
Massachusetts
$6.3M +$32.7K +284 +0.5%
EWP
727
Elevation Wealth Partners
California
$6.27M +$293K +2,542 +5%
AI
728
Atria Investments
North Carolina
$6.24M -$808K -7,016 -11%
MFA
729
Mayflower Financial Advisors
Massachusetts
$6.24M -$114K -986 -2%
TH
730
TCTC Holdings
Texas
$6.2M +$107K +929 +2%
WF
731
Welch & Forbes
Massachusetts
$6.17M +$2.25M +19,554 +58%
CAM
732
Creekmur Asset Management
Illinois
$6.13M +$1.76M +15,258 +40%
SGI
733
Summit Global Investments
Utah
$6.12M -$50.2K -436 -0.8%
SS
734
Sunbelt Securities
Texas
$6.12M +$171K +1,483 +3%
NGA
735
Naples Global Advisors
Florida
$6.11M +$390K +3,382 +7%
TW
736
TritonPoint Wealth
Maryland
$6.09M +$279K +2,421 +5%
JFG
737
Jefferies Financial Group
New York
$6.06M -$1.7M -14,735 -22%
HFS
738
Hopwood Financial Services
Virginia
$6.06M +$6.06M +52,578 New
PAG
739
Private Advisory Group
Washington
$6.04M +$275K +2,388 +5%
LJCM
740
Lee Johnson Capital Management
Texas
$6M +$1.35M +11,695 +29%
MWP
741
Madison Wealth Partners
Wisconsin
$6M -$19.8K -172 -0.3%
LA
742
Lynch & Associates
Indiana
$6M +$184K +1,597 +3%
1WM
743
1900 Wealth Management
Texas
$5.97M +$119K +1,031 +2%
BIA
744
Bigelow Investment Advisors
Maine
$5.96M +$90.4K +785 +2%
CB
745
Commerce Bank
Missouri
$5.96M +$290K +2,513 +5%
AC
746
Apella Capital
Connecticut
$5.95M -$11.6K -101 -0.2%
MSA
747
Mason Street Advisors
Wisconsin
$5.95M -$9.46M -82,100 -61%
PL
748
Parthenon LLC
Kentucky
$5.94M +$49.5K +430 +0.8%
CIC
749
Carnegie Investment Counsel
Ohio
$5.92M +$572K +4,961 +11%
CI
750
CX Institutional
Indiana
$5.92M +$798K +6,922 +16%
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30
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