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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 %
AWM
951
AAF Wealth Management
Massachusetts
$3.69M -$301K -2,609 -8%
AF
952
Affiance Financial
Minnesota
$3.69M -$2.77K -24 -0.1%
TFS
953
Thoroughbred Financial Services
Tennessee
$3.69M +$17.6K +153 +0.5%
BFO
954
Biltmore Family Office
North Carolina
$3.69M -$985K -8,553 -21%
PWA
955
Physician Wealth Advisors
Utah
$3.69M -$374K -3,249 -9%
TFF
956
The Family Firm
Maryland
$3.67M +$88K +764 +2%
MFG
957
Midwest Financial Group
Kansas
$3.67M +$72K +625 +2%
ANTB
958
AMG National Trust Bank
Colorado
$3.66M +$45.6K +396 +1%
SWP
959
Summit Wealth Partners
Florida
$3.66M -$93K -807 -2%
WB
960
WesBanco Bank
West Virginia
$3.66M -$1.52M -13,231 -29%
WDL
961
Well Done LLC
Michigan
$3.64M – – –
LOIP
962
Live Oak Investment Partners
Texas
$3.63M -$3.66M – –
CTC
963
Corundum Trust Company
South Dakota
$3.63M -$207K -1,800 -5%
HWMT
964
Heritage Wealth Management (Texas)
Texas
$3.62M -$339K -2,944 -9%
SCM
965
Sebold Capital Management
Illinois
$3.62M -$46.9K -407 -1%
W
966
Wealthquest
Ohio
$3.61M -$36.1K -313 -1%
CPC
967
Congress Park Capital
New York
$3.61M -$38.1K -331 -1%
EA
968
Emerald Advisors
Washington
$3.6M +$104K +903 +3%
SG
969
StoneX Group
New York
$3.59M +$3.59M +31,187 New
CA
970
Continuum Advisory
Idaho
$3.59M +$7.37K +64 +0.2%
SEIA
971
Signature Estate & Investment Advisors
California
$3.59M -$482K -4,181 -12%
FWP
972
FAS Wealth Partners
Kansas
$3.58M -$244K -2,114 -6%
TW
973
TrinityPoint Wealth
Connecticut
$3.57M +$34.3K +298 +1%
MF
974
Montis Financial
Massachusetts
$3.57M -$1.66M -14,404 -32%
CBT
975
Central Bank & Trust
Kentucky
$3.56M +$178K +1,545 +5%
37 38
39
40 41