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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 %
EL
901
EWA LLC
Pennsylvania
$4.09M +$134K +1,161 +3%
CP
902
Canopy Partners
Ohio
$4.08M – – –
BFG
903
Baron Financial Group
New Jersey
$4.06M -$136K -1,182 -3%
CF
904
Conquis Financial
California
$4.06M +$4.06M +35,196 New
SW
905
Solidarity Wealth
Utah
$4.05M +$4.05M +35,160 New
RFG
906
RFP Financial Group
Georgia
$4.03M -$3.76M -32,661 -48%
SOS
907
Silver Oak Securities
Tennessee
$4.01M -$116K -1,010 -3%
SSF
908
Southern Style Financial
California
$4M +$4M +34,735 New
PIA
909
Perennial Investment Advisors
California
$4M +$276K +2,393 +7%
HLCM
910
Hi-Line Capital Management
South Dakota
$3.99M +$3.99M +34,652 New
JBW
911
Journey Beyond Wealth
Georgia
$3.99M +$3.99M +34,626 New
MAS
912
Meeder Advisory Services
Ohio
$3.98M +$285K +2,470 +8%
GWS
913
Greykasell Wealth Strategies
California
$3.98M +$3.98M +34,510 New
OC
914
Optima Capital
Oregon
$3.98M +$3.98M +34,506 New
BFA
915
Beaumont Financial Advisors
Massachusetts
$3.97M +$1.31M +11,396 +49%
AFP
916
Alpha Financial Partners
Kentucky
$3.97M +$3.69M +32,046 +1,343%
NOI
917
Newton One Investments
Delaware
$3.95M +$103K +894 +3%
QCM
918
Quantinno Capital Management
New York
$3.93M +$3.14M +27,237 +397%
CA
919
Clune & Associates
Illinois
$3.93M +$3.93M +34,087 New
WWM
920
Wolff Wiese Magana
California
$3.93M +$47.6K +413 +1%
SWA
921
Stratos Wealth Advisors
Ohio
$3.91M -$3.08M -26,748 -44%
FTC
922
Farmers Trust Company
Ohio
$3.9M +$1.84K +16 +0%
WPW
923
Waldron Private Wealth
Pennsylvania
$3.9M +$47.8K +415 +1%
TNBTD
924
Trustmark National Bank Trust Department
Mississippi
$3.89M -$24.4K -212 -0.6%
B
925
Birchbrook
Maine
$3.89M -$91.6K -795 -2%
35 36
37
38 39