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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 %
GEA
1101
Glen Eagle Advisors
New Jersey
$2.66M +$233K +2,023 +10%
FWP
1102
Forefront Wealth Partners
Texas
$2.66M +$2.66M +23,043 New
PB
1103
Pinnacle Bancorp
Nebraska
$2.65M +$239K +2,071 +10%
MMA
1104
Miracle Mile Advisors
California
$2.65M +$1.64M +14,227 +162%
PWA
1105
Peterson Wealth Advisors
Utah
$2.63M +$17.4K +150 +0.7%
KW
1106
Keyvantage Wealth
Pennsylvania
$2.63M +$2.63M +22,825 New
PCA
1107
Providence Capital Advisors
North Carolina
$2.62M -$91.7K -796 -3%
CWA
1108
CM Wealth Advisors
Ohio
$2.62M +$13.3K +115 +0.5%
YIH
1109
Y-Intercept (HK)
Hong Kong
$2.61M +$2.61M +22,672 New
MSWM
1110
McGlone Suttner Wealth Management
Wisconsin
$2.61M +$430K +3,733 +20%
IAS
1111
Investment Advisory Services
Texas
$2.61M +$402K +3,489 +18%
WWM
1112
Wiser Wealth Management
Georgia
$2.6M +$82.8K +719 +3%
MI
1113
Moneywise Inc
Virginia
$2.58M +$1.69M +14,684 +191%
UWPG
1114
Ullmann Wealth Partners Group
Florida
$2.57M -$44.9K -390 -2%
WIM
1115
Westside Investment Management
California
$2.57M -$5.76K -50 -0.2%
Q1WB
1116
Quest 10 Wealth Builders
Virginia
$2.57M +$2.57M +22,270 New
NL
1117
NDWM LLC
California
$2.55M +$99.3K +862 +4%
DIA
1118
Dana Investment Advisors
Wisconsin
$2.54M +$75.6K +656 +3%
EAM
1119
Evanson Asset Management
California
$2.54M +$16K +139 +0.6%
SP
1120
SWS Partners
Ohio
$2.53M -$3.52M -30,554 -58%
SFG
1121
Snider Financial Group
Washington
$2.53M -$3.43M -29,727 -58%
AEPWM
1122
Atlantic Edge Private Wealth Management
Florida
$2.52M +$852K +7,391 +51%
V
1123
VeraBank
Texas
$2.52M -$58.8K -510 -2%
FNBOO
1124
First National Bank of Omaha
Nebraska
$2.51M -$38.1K -331 -1%
SSW
1125
Smith Shellnut Wilson
Mississippi
$2.51M +$264K +2,287 +12%
43 44
45
46 47