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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 %
SC
751
Stephenson & Company
California
$5.91M +$285K +2,473 +5%
BSG
752
Black Swift Group
Colorado
$5.91M +$374K +3,245 +7%
TD Asset Management
753
TD Asset Management
Ontario, Canada
$5.9M -$24.1M -209,275 -80%
EW
754
Element Wealth
Mississippi
$5.89M +$228K +1,979 +4%
SI
755
Stephens Inc
Arkansas
$5.86M +$579K +5,025 +11%
Empower Advisory Group
756
Empower Advisory Group
Colorado
$5.86M -$240K -2,080 -4%
NAM
757
NTV Asset Management
West Virginia
$5.85M -$319K -2,770 -5%
MWA
758
Muirfield Wealth Advisors
North Carolina
$5.85M +$72.1K +626 +1%
TCM
759
Telos Capital Management
California
$5.85M +$207K +1,796 +4%
LC
760
Lindbrook Capital
California
$5.82M -$848K -7,364 -13%
WWM
761
Western Wealth Management
Colorado
$5.82M +$522K +4,530 +10%
SF
762
Summit Financial
New Jersey
$5.78M -$457K -3,967 -7%
VFG
763
Victory Financial Group
Texas
$5.78M +$5.78M +50,169 New
BA
764
Ballew Advisors
Mississippi
$5.77M +$271K +2,385 +5%
ONB
765
Old National Bancorp
Indiana
$5.75M +$444K +3,850 +8%
GWMR
766
GC Wealth Management RIA
Massachusetts
$5.75M -$90K -781 -2%
LWL
767
Leo Wealth LLC
Texas
$5.74M +$830K +7,207 +17%
National Bank of Canada
768
National Bank of Canada
Quebec, Canada
$5.74M +$1M +8,703 +21%
EW
769
Elyxium Wealth
California
$5.73M +$248K +2,155 +5%
LWM
770
Latko Wealth Management
Illinois
$5.71M +$67.2K +583 +1%
AWP
771
Accretive Wealth Partners
New Jersey
$5.69M -$81.6K -708 -1%
JF
772
JSF Financial
California
$5.68M +$3.74M +32,452 +193%
RBC
773
Romano Brothers & Co
Illinois
$5.66M +$459K +3,988 +9%
KNFPWM
774
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.64M +$479K +4,160 +9%
WCP
775
Wick Capital Partners
Pennsylvania
$5.62M +$73.4K +637 +1%
29 30
31
32 33