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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 %
VF
976
Vawter Financial
Ohio
$3.54M +$24.5K +213 +0.7%
JCM
977
Jacobi Capital Management
Pennsylvania
$3.54M +$730K +6,337 +26%
SWA
978
SOA Wealth Advisors
New York
$3.53M -$88.3K -766 -2%
DT
979
Diversified Trust
Tennessee
$3.52M -$91.6K -795 -3%
SL
980
SWMG LLC
Texas
$3.52M +$1.06M +8,951 +43%
KAS
981
KPP Advisory Services
Kentucky
$3.52M +$99.1K +860 +3%
BPWM
982
Badgley Phelps Wealth Managers
Washington
$3.49M +$6.22K +54 +0.2%
AMG
983
Asset Management Group
Connecticut
$3.49M -$7.14K -62 -0.2%
PP
984
PrairieView Partners
Minnesota
$3.48M -$780K -6,772 -18%
QC
985
Quadrature Capital
United Kingdom
$3.47M +$3.47M +30,156 New
MFS
986
McNamara Financial Services
Massachusetts
$3.47M -$1.24M -10,744 -26%
NHT
987
New Hampshire Trust
New Hampshire
$3.47M -$331K -2,872 -9%
UBG
988
United Bank (Georgia)
Georgia
$3.45M +$126K +1,094 +4%
BJL
989
Brighton Jones LLC
Washington
$3.45M +$674K +5,853 +24%
BWCS
990
Beirne Wealth Consulting Services
Connecticut
$3.43M +$45.4K +394 +1%
RW
991
RVW Wealth
California
$3.43M -$116K -1,008 -3%
First Manhattan
992
First Manhattan
New York
$3.42M -$604K -5,244 -15%
MWM
993
Modern Wealth Management
Kansas
$3.41M -$138K -1,199 -4%
SIS
994
Sound Income Strategies
Florida
$3.39M +$2.12M +18,382 +166%
MAS
995
Madden Advisory Services
Florida
$3.39M +$52.1K +452 +2%
BWG
996
Balanced Wealth Group
Ohio
$3.37M -$108K -910 -3%
AFO
997
Arrowroot Family Office
California
$3.37M +$186K +1,612 +6%
AFC
998
AFT Forsyth & Company
Florida
$3.35M -$60.5K -525 -2%
DFC
999
DBK Financial Counsel
Ohio
$3.34M +$1.84K +16 +0.1%
EFM
1000
Eley Financial Management
Vermont
$3.33M +$12.3K +107 +0.4%
38 39
40
41 42