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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 %
TKP
1026
Tallon Kerry Patrick
$3.11M +$3.11M +27,029 New
PRTG
1027
Post Resch Tallon Group
New York
$3.11M +$3.11M +27,029 New
SFB
1028
STAR Financial Bank
Indiana
$3.09M +$283K +2,453 +10%
CPIA
1029
Cornell Pochily Investment Advisors
New York
$3.08M +$11.2K +97 +0.4%
CWM
1030
Cornerstone Wealth Management
Missouri
$3.08M -$15.3K -133 -0.5%
AL
1031
Aspiriant LLC
California
$3.07M +$200K +1,738 +7%
KWA
1032
Kingswood Wealth Advisors
California
$3.06M +$922K +8,000 +43%
YP
1033
YANKCOM Partnership
South Dakota
$3.06M +$3.06M +26,568 New
VC
1034
Vestor Capital
Illinois
$3.05M +$31.2K +271 +1%
KFAA
1035
Klaas Financial Asset Advisors
Illinois
$3.03M -$62.6K -543 -2%
TCA
1036
Transcend Capital Advisors
New Jersey
$3.03M +$191K +1,656 +7%
NDSI
1037
Newman Dignan & Sheerar Inc
Rhode Island
$3.01M +$1.04K +9 +0%
WIP
1038
WealthCare Investment Partners
Rhode Island
$3.01M +$23.2K +202 +0.8%
BCG
1039
Breakwater Capital Group
New Jersey
$3M +$16.5K +143 +0.6%
MBTD
1040
Mechanics Bank - Trust Department
California
$2.99M +$1.04K +9 +0%
PAG
1041
Paladin Advisory Group
Iowa
$2.98M -$28.2K -245 -0.9%
SWC
1042
Spectrum Wealth Counsel
Indiana
$2.97M +$2.04M +17,711 +219%
ACP
1043
Argyle Capital Partners
California
$2.96M +$2.96M +25,727 New
FIA
1044
Foundations Investment Advisors
Arizona
$2.96M +$307K +2,668 +12%
RWM
1045
Rialto Wealth Management
New York
$2.95M +$2.95M +25,617 New
PI
1046
PFG Investments
New York
$2.95M +$7.61K +66 +0.3%
TA
1047
TPG Advisors
Illinois
$2.95M +$56.7K +492 +2%
BFA
1048
Bluestem Financial Advisors
Illinois
$2.94M +$1.61K +14 +0.1%
WA
1049
Wealth Alliance
New York
$2.94M -$88.6K -769 -3%
GFP
1050
Gryphon Financial Partners
Ohio
$2.93M +$52K +451 +2%
40 41
42
43 44