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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,597 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, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% 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
801
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
$4.39B
2
LPL Financial
LPL Financial
California
$1.8B
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.6B
4
Bank of America
Bank of America
North Carolina
$3.69B
5
Wells Fargo
Wells Fargo
California
$1.98B

Top Sellers

1
ECG
Edge Capital Group
Georgia
$27.3M
2
CAM
Cresset Asset Management
Illinois
$421M
3
HNB
Huntington National Bank
Ohio
$222M
4
IAIM
International Assets Investment Management
Florida
$1.37M
5
DWM
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
76
AssetMark Inc
California
$113M +$3.43M +29,796 +3%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$111M +$18.6M +161,098 +20%
VWM
78
Venturi Wealth Management
Texas
$110M +$15M +129,943 +16%
SFA
79
Sequoia Financial Advisors
Ohio
$108M +$7.69M +66,742 +8%
Kovitz Investment Group Partners
80
Kovitz Investment Group Partners
Illinois
$107M +$6.64M +57,568 +7%
AAS
81
Avantax Advisory Services
Texas
$105M +$496K +4,301 +0.5%
Corient Private Wealth
82
Corient Private Wealth
Florida
$104M -$13M -118,831 -11%
AIM
83
Acropolis Investment Management
Missouri
$104M -$625K -5,422 -0.6%
Bessemer Group
84
Bessemer Group
New Jersey
$103M -$728K -6,319 -0.7%
OC
85
Oakworth Capital
Alabama
$103M +$2.67M +23,180 +3%
MMEA
86
Main Management ETF Advisors
California
$93.2M +$61.6M +534,950 +195%
Members Trust
87
Members Trust
Florida
$92.7M -$1.66M -14,378 -2%
GT
88
Greenleaf Trust
Michigan
$92.6M -$4.41M -38,294 -5%
BIAS
89
Beacon Investment Advisory Services
New Jersey
$92.3M -$5.22M -45,275 -5%
AIMCA
90
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$91.5M +$34M +295,137 +59%
MAWA
91
Moss Adams Wealth Advisors
Washington
$90.5M +$1.01M +8,741 +1%
UB
92
UMB Bank
Missouri
$90.5M -$4.06M -35,241 -4%
DWM
93
Destination Wealth Management
California
$89.2M -$1.7M -14,770 -2%
AI
94
Accredited Investors
Minnesota
$88.8M -$664K -5,765 -0.7%
HI
95
Horizon Investments
North Carolina
$87.5M +$13.2M +114,805 +18%
BF
96
BOK Financial
Oklahoma
$87M +$494K +4,365 +0.6%
SCM
97
Steele Capital Management
Iowa
$86.8M +$8.33M +72,261 +11%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$84.9M -$540K -4,683 -0.6%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$83.8M +$11.7M +101,212 +16%
DWM
100
Dynasty Wealth Management
Florida
$83.1M -$83.1M -721,083 -50%
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4
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