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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 %
VIM
826
Vista Investment Management
Pennsylvania
$4.86M -$88.1K -765 -2%
AIP
827
Ameritas Investment Partners
Nebraska
$4.85M +$50.5K +438 +1%
MIC
828
Means Investment Company
Maine
$4.85M -$64.1K -556 -1%
CASB
829
Cape Ann Savings Bank
Massachusetts
$4.84M -$176K -1,528 -4%
KCM
830
Kanawha Capital Management
Virginia
$4.81M +$629K +5,458 +15%
EC
831
Estate Counselors
Wisconsin
$4.8M +$2.44M +21,172 +103%
MPW
832
Melone Private Wealth
Michigan
$4.79M +$1.27M +11,003 +36%
CTA
833
Colonial Trust Advisors
South Carolina
$4.79M +$660K +5,730 +16%
GCA
834
Gallagher Capital Advisors
Texas
$4.78M +$4.78M +41,515 New
MCM
835
Magnolia Capital Management
New York
$4.78M +$26.5K +230 +0.6%
S
836
Sachetta
Massachusetts
$4.78M -$10.8K -94 -0.2%
AF
837
Amara Financial
California
$4.77M +$246K +2,133 +5%
CB
838
Centennial Bank
Arkansas
$4.76M -$50.1K -435 -1%
JFGIW
839
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.75M -$7.38M -62,320 -61%
ZIM
840
Zacks Investment Management
Illinois
$4.75M +$628K +5,449 +15%
PCM
841
Parsons Capital Management
Rhode Island
$4.75M -$124K -1,073 -3%
LWMNY
842
Landmark Wealth Management (New York)
New York
$4.74M -$45.7K -397 -1%
MFC
843
Mechanics Financial Corp
Ohio
$4.74M -$72.2K -627 -2%
CM
844
Columbus Macro
Pennsylvania
$4.74M +$3.95M +34,272 +501%
GSB
845
Greenfield Savings Bank
Massachusetts
$4.73M +$91.5K +794 +2%
BWM
846
Brown Wealth Management
Illinois
$4.73M +$4.73M +41,014 New
MUAMU
847
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.72M +$518K +4,500 +12%
SAG
848
SageView Advisory Group
California
$4.72M +$3.14M +27,246 +198%
PD
849
Planning Directions
Pennsylvania
$4.7M +$688K +5,970 +17%
SSWM
850
Sheets Smith Wealth Management
North Carolina
$4.7M -$56.7K -492 -1%
32 33
34
35 36