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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 %
FNWM
926
Financial Network Wealth Management
Utah
$3.89M -$136K -1,181 -3%
SIAM
927
Sterling Investment Advisors (Missouri)
Missouri
$3.88M -$126K -1,095 -3%
BMCM
928
Bryn Mawr Capital Management
Pennsylvania
$3.88M +$226K +1,965 +6%
WS
929
Wedbush Securities
California
$3.88M +$205K +1,779 +6%
SFG
930
SevenBridge Financial Group
Pennsylvania
$3.87M -$168K -1,433 -4%
NWMP
931
Noble Wealth Management PBC
Colorado
$3.86M +$3.86M +33,539 New
NL
932
NEPC LLC
Massachusetts
$3.86M +$51.5K +447 +1%
KWM
933
Keebeck Wealth Management
Illinois
$3.85M -$4.43M -38,480 -54%
FPW
934
Fairvoy Private Wealth
Alabama
$3.85M +$3.85M +33,407 New
LKWM
935
Lee-Kelleher Wealth Management
Maryland
$3.83M +$3.83M +33,278 New
NCM
936
Next Capital Management
New York
$3.83M +$317K +2,752 +9%
PAM
937
Palisade Asset Management
Minnesota
$3.81M +$70.5K +612 +2%
MCCA
938
Mill Creek Capital Advisors
Pennsylvania
$3.8M +$1.35M +11,739 +55%
CHJWM
939
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.78M +$19.9K +167 +0.5%
QCIG
940
Quad-Cities Investment Group
Iowa
$3.77M +$29.8K +259 +0.8%
HSWM
941
Hubbell Strickland Wealth Management
Louisiana
$3.77M +$351K +3,049 +10%
GSWM
942
Greenup Street Wealth Management
Michigan
$3.76M +$3.76M +32,661 New
EFS
943
Essex Financial Services
Connecticut
$3.76M -$56.5K -490 -1%
PWA
944
Provenance Wealth Advisors
Florida
$3.75M +$3.69M +32,000 +5,451%
GPA
945
Garrison Point Advisors
California
$3.74M +$396K +3,435 +12%
VWM
946
Verus Wealth Management
Wisconsin
$3.73M +$3.73M +32,330 New
TCG
947
Transcendent Capital Group
Oklahoma
$3.72M +$170K +1,472 +5%
WKSWA
948
White Knight Strategic Wealth Advisors
New Jersey
$3.71M +$1.8M +15,652 +94%
FWTB
949
First Western Trust Bank
Colorado
$3.71M +$576 +5 +0%
SPFA
950
Summit Place Financial Advisors
New Jersey
$3.7M -$85.1K -739 -2%
36 37
38
39 40