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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 %
CTFG
1051
Capstone Triton Financial Group
Oklahoma
$2.92M -$109K -948 -4%
BDF
1052
Black Diamond Financial
Maryland
$2.91M -$47.7K -414 -2%
SEI Investments
1053
SEI Investments
Pennsylvania
$2.91M -$2.64M -22,928 -48%
ANBT
1054
American National Bank & Trust
Texas
$2.91M -$87.6K -760 -3%
NFP
1055
Narus Financial Partners
Utah
$2.89M +$165K +1,428 +6%
GSAM
1056
Grant Street Asset Management
Pennsylvania
$2.89M +$93.4K +811 +3%
FWMP
1057
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.89M +$2.89M +25,112 New
GWM
1058
Greenwich Wealth Management
Connecticut
$2.89M -$2.77K -24 -0.1%
HIP
1059
HUB Investment Partners
Texas
$2.89M -$50.5K -438 -2%
CW
1060
CreativeOne Wealth
Kansas
$2.89M +$60.4K +524 +2%
SFMG
1061
Sage Financial Management Group
Virginia
$2.88M -$7.61K -66 -0.3%
KFGK
1062
Keystone Financial Group (Kentucky)
Kentucky
$2.86M -$63.8K -554 -2%
JIP
1063
Jaffetilchin Investment Partners
Florida
$2.86M +$2.88K +25 +0.1%
VHAM
1064
Van Hulzen Asset Management
California
$2.84M +$98.1K +851 +4%
LAM
1065
Lewis Asset Management
California
$2.84M -$134K -1,166 -5%
LIA
1066
LS Investment Advisors
Michigan
$2.83M +$264K +2,287 +10%
UF
1067
Univest Financial
Pennsylvania
$2.83M -$342K -2,972 -11%
SAA
1068
Southeast Asset Advisors
Georgia
$2.81M +$16.9K +147 +0.6%
PWPS
1069
Pinnacle Wealth Planning Services
Ohio
$2.81M +$425K +3,691 +18%
KHC
1070
Koesten Hirschmann & Crabtree
Kansas
$2.8M +$576 +5 +0%
SEM
1071
Strategic Equity Management
Arizona
$2.8M +$2.48M +21,504 +766%
MSWA
1072
Marshall & Sterling Wealth Advisors
New York
$2.8M +$2.8M +24,307 New
FFS
1073
Fortress Financial Solutions
Arizona
$2.8M +$2.8M +24,295 New
NPT
1074
Nixon Peabody Trust
Massachusetts
$2.8M -$26.8K -233 -1%
MCA
1075
Magnolia Capital Advisors
Mississippi
$2.8M +$950K +8,241 +51%
41 42
43
44 45