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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 %
HIA
851
Harbor Investment Advisory
Maryland
$4.67M +$2.39M +20,769 +105%
CPRC
852
Consolidated Portfolio Review Corp
New York
$4.66M +$2.88M +24,990 +162%
AWMG
853
Alliance Wealth Management Group
New Jersey
$4.65M +$6.57K +57 +0.1%
Renaissance Technologies
854
Renaissance Technologies
New York
$4.64M +$4.64M +40,300 New
SC
855
Scotia Capital
Ontario, Canada
$4.64M +$4.64M +40,239 New
AFS
856
AFG Fiduciary Services
Massachusetts
$4.61M +$10.3K +88 +0.2%
SMA
857
Sage Mountain Advisors
Georgia
$4.61M +$1.19M +10,305 +35%
MPCA
858
Madison Park Capital Advisors
Washington
$4.61M -$1.41M -12,239 -23%
SSW
859
Stone Summit Wealth
Florida
$4.61M +$44.1K +383 +1%
PIMJS
860
PKO Investment Management Joint-Stock
Poland
$4.58M -$17.2M -149,300 -79%
UL
861
Unionview LLC
Washington
$4.57M -$25.5K -221 -0.6%
BAAM
862
Baker Avenue Asset Management
California
$4.57M +$576K +5,003 +14%
CF
863
Convergence Financial
Missouri
$4.57M +$1.04M +9,005 +29%
LFP
864
Lakeshore Financial Planning
Michigan
$4.52M +$113K +985 +3%
AFA
865
Antonelli Financial Advisors
Michigan
$4.52M +$4.52M +39,221 New
SIM
866
Stratos Investment Management
Ohio
$4.51M +$1.78M +15,444 +65%
AWC
867
Abundance Wealth Counselors
Pennsylvania
$4.5M -$125K -1,089 -3%
SIC
868
Sterling Investment Counsel
New York
$4.49M -$576 -5 -0%
WFAG
869
Wescott Financial Advisory Group
Pennsylvania
$4.48M +$94.7K +822 +2%
PPWM
870
Paragon Private Wealth Management
Kentucky
$4.44M +$381K +3,304 +9%
ASW
871
Astoria Strategic Wealth
Texas
$4.43M +$43K +373 +1%
BWM
872
Boyd Wealth Management
California
$4.41M -$268K -2,327 -6%
FCM
873
Fourpath Capital Management
Oklahoma
$4.41M -$46.9K -407 -1%
WEG
874
World Equity Group
Illinois
$4.4M +$2.26M +19,582 +105%
SFA
875
Souders Financial Advisors
Ohio
$4.38M -$249K -2,165 -5%
33 34
35
36 37