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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 %
SR
1001
Syntax Research
Florida
$3.32M +$374K +3,246 +13%
VCM
1002
Viewpoint Capital Management
Washington
$3.31M – – –
CGPCS
1003
Capital Group Private Client Services
California
$3.3M +$1.89M +16,436 +134%
Vanguard Group
1004
Vanguard Group
Pennsylvania
$3.3M +$89.6K +778 +3%
CFA
1005
Cahill Financial Advisors
Minnesota
$3.3M +$233K +2,025 +8%
PFA
1006
Pure Financial Advisors
California
$3.29M -$160K -1,387 -5%
CP
1007
Capital Planning
Washington
$3.28M +$224K +1,941 +7%
PCM
1008
Pennsylvania Capital Management
Pennsylvania
$3.27M +$476K +4,133 +17%
CBT
1009
CoreFirst Bank & Trust
Kansas
$3.27M +$161K +1,395 +5%
USB
1010
Union Savings Bank
Connecticut
$3.26M -$105K -912 -3%
VIA
1011
Vickerman Investment Advisors
Washington
$3.24M +$44.2K +384 +1%
SGK
1012
Steigerwald Gordon & Koch
Virginia
$3.24M -$36.6K -318 -1%
GSWM
1013
Golden State Wealth Management
California
$3.24M +$3.24M +28,081 New
FPAS
1014
Focus Partners Advisor Solutions
Missouri
$3.23M +$684K +5,934 +27%
TCOT
1015
Trust Company of Toledo
Ohio
$3.2M +$149K +1,292 +5%
Loomis, Sayles & Company
1016
Loomis, Sayles & Company
Massachusetts
$3.19M +$143K +1,243 +5%
WMP
1017
Wealth Management Partners
Arizona
$3.19M +$85.1K +739 +3%
IMC Chicago
1018
IMC Chicago
Illinois
$3.18M +$1.87M +16,265 +144%
IWB
1019
Innovative Wealth Building
Maryland
$3.17M +$3.17M +27,538 New
JFG
1020
JMG Financial Group
Illinois
$3.16M +$11.6K +101 +0.4%
CST
1021
Charles Schwab Trust
Nevada
$3.16M -$69K -599 -2%
WA
1022
Wilshire Advisors
California
$3.15M +$333K +2,890 +12%
SKK
1023
Shepherd Kaplan Krochuk
Massachusetts
$3.14M -$415K -3,600 -12%
GCA
1024
Greenwood Capital Associates
South Carolina
$3.13M -$1.17M -10,170 -27%
SAS
1025
Sage Advisory Services
Texas
$3.12M +$3.12M +27,062 New
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