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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 %
MLIC
776
Mandatum Life Insurance Company
Finland
$5.61M – – –
AFM
777
Aspetuck Financial Management
Connecticut
$5.61M +$5.61M +48,711 New
HPC
778
HM Payson & Co
Maine
$5.6M +$227K +1,972 +4%
VCM
779
Verde Capital Management
Michigan
$5.59M -$706K -6,128 -11%
AIP
780
Alexis Investment Partners
Texas
$5.58M +$5.58M +48,534 New
CHC
781
City Holding Co
West Virginia
$5.55M +$588K +5,102 +12%
SB
782
Strategic Blueprint
Georgia
$5.54M -$304K -2,639 -5%
GC
783
Garde Capital
Washington
$5.53M -$26.7K -232 -0.5%
PTC
784
Private Trust Company
Ohio
$5.52M -$56.5K -490 -1%
MYIA
785
Mount Yale Investment Advisors
Colorado
$5.51M +$202K +1,752 +4%
CFIA
786
Cantor Fitzgerald Investment Advisors
New York
$5.5M -$56.6K -491 -1%
BBNA
787
Bremer Bank National Association
Minnesota
$5.5M +$5.88K +51 +0.1%
MA
788
Mutual Advisors
Nebraska
$5.49M -$2.17M -18,467 -28%
TWC
789
TD Waterhouse Canada
Ontario, Canada
$5.47M +$1.99M +17,298 +57%
BCA
790
Bay Capital Advisors
Virginia
$5.47M +$5.47M +47,479 New
DCM
791
Davidson Capital Management
Texas
$5.46M +$130K +1,132 +2%
AB
792
ANB Bank
Colorado
$5.43M +$5.43M +47,131 New
OGF
793
Orin Green Financial
California
$5.41M -$5.45M -46,628 Closed
VPW
794
Variant Private Wealth
Virginia
$5.39M +$5.39M +46,791 New
VNA
795
Valley National Advisers
Pennsylvania
$5.38M +$137K +1,193 +3%
CCB
796
Country Club Bank
Missouri
$5.35M +$33.2K +289 +0.6%
PWW
797
Pettyjohn Wood & White
Virginia
$5.34M -$3K -26 -0.1%
BRWA
798
B. Riley Wealth Advisors
Florida
$5.32M -$1.53M -13,238 -22%
SW
799
Simplicity Wealth
New Jersey
$5.31M -$394K -3,419 -7%
MC
800
Middleton & Co
Massachusetts
$5.29M -$533K -4,624 -9%
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