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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 %
SCTC
801
Sanibel Captiva Trust Company
Florida
$5.27M +$921K +7,990 +21%
PLU
802
Performa Ltd (US)
South Carolina
$5.25M +$1.29M +11,156 +32%
ISWM
803
Independent Solutions Wealth Management
New York
$5.23M -$858K -7,449 -14%
BA
804
Bellwether Advisors
Nebraska
$5.22M -$37.1K -322 -0.7%
MCA
805
MSH Capital Advisors
Arizona
$5.14M +$311K +2,698 +6%
SW
806
SlateStone Wealth
Florida
$5.14M +$667K +5,791 +15%
PBO
807
Peoples Bank (Ohio)
Ohio
$5.14M -$371K -3,221 -7%
SS
808
Sound Stewardship
Kansas
$5.12M -$26K -226 -0.5%
PPC
809
Park Place Capital
Alabama
$5.08M -$1.62M -14,058 -24%
CCA
810
Coign Capital Advisors
Utah
$5.08M +$5.08M +44,096 New
MPPLM
811
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.06M +$2.34M +20,298 +86%
FFO
812
Fortitude Family Office
Arizona
$5.06M +$844K +7,325 +20%
GSC
813
G&S Capital
Colorado
$5.06M +$1.63M +14,120 +47%
CT
814
Coastline Trust
Rhode Island
$5.04M -$249K -2,161 -5%
AP
815
Aspect Partners
Virginia
$5.03M -$41K -356 -0.8%
EIA
816
Eldridge Investment Advisors
New Hampshire
$5.02M -$6.45K -56 -0.1%
MCM
817
MidAtlantic Capital Management
Virginia
$5.02M +$248K +2,154 +5%
GTAM
818
Global Trust Asset Management
Florida
$4.98M -$177K -1,533 -3%
TCC
819
Trans-Canada Capital
Quebec, Canada
$4.98M +$4.98M +43,215 New
LF
820
Lee Financial
Texas
$4.92M +$105K +913 +2%
MCI
821
MRP Capital Investments
Georgia
$4.9M +$341K +2,960 +7%
LIM
822
Leavell Investment Management
Alabama
$4.9M -$88.7K -770 -2%
MOACM
823
Mutual of America Capital Management
New York
$4.88M +$1.86M +16,144 +62%
WIA
824
Wetzel Investment Advisors
Indiana
$4.87M +$221K +1,915 +5%
MAA
825
Matrix Asset Advisors
New York
$4.86M +$714K +6,195 +17%
31 32
33
34 35