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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 %
LNWWM
1126
Laird Norton Wetherby Wealth Management
California
$2.51M -$74.8K -649 -3%
TPWA
1127
TRUE Private Wealth Advisors
Oregon
$2.51M -$319K -2,765 -11%
RWA
1128
Roberts Wealth Advisors
California
$2.5M +$182K +1,552 +8%
HAM
1129
Harmony Asset Management
Arizona
$2.5M -$75.6K -656 -3%
FGWP
1130
Founders Grove Wealth Partners
Virginia
$2.49M +$2.49M +21,644 New
VC
1131
Veracity Capital
Georgia
$2.49M +$23.6K +205 +1%
RMDI
1132
R.M. Davis Inc
Maine
$2.49M +$224K +1,940 +10%
OCM
1133
Objective Capital Management
Ohio
$2.49M -$10K -87 -0.4%
SAM
1134
Smartleaf Asset Management
Massachusetts
$2.47M +$2.37M +20,595 +2,239%
NP
1135
NorthRock Partners
Minnesota
$2.47M -$197K -1,711 -7%
NPFS
1136
Novak & Powell Financial Services
Florida
$2.46M +$8.07K +70 +0.3%
WWA
1137
WCG Wealth Advisors
Nevada
$2.46M +$5.42K +47 +0.2%
QT
1138
Quantbot Technologies
New York
$2.46M +$2.46M +21,337 New
CFB
1139
Cullen/Frost Bankers
Texas
$2.45M +$81.3K +706 +3%
EP
1140
Essential Planning
New Hampshire
$2.44M +$2.44M +20,449 New
S
1141
SignatureFD
Georgia
$2.43M -$33K -286 -1%
CCA
1142
Carrera Capital Advisors
Michigan
$2.43M -$205K -1,776 -8%
CD
1143
Chapin Davis
Maryland
$2.41M – – –
CAAM
1144
Cornerstone Advisors Asset Management
Pennsylvania
$2.41M – – –
CIBC World Market
1145
CIBC World Market
Ontario, Canada
$2.41M +$393K +3,415 +20%
TP
1146
Tranquility Partners
Tennessee
$2.4M -$175K -1,507 -7%
CANC
1147
Culbertson A N & Co
Virginia
$2.39M +$41.5K +360 +2%
MERSOM
1148
Municipal Employees' Retirement System of Michigan
Michigan
$2.39M – – –
V
1149
ViaWealth
Kansas
$2.39M -$375K -3,251 -14%
NG
1150
Novem Group
New York
$2.39M +$2.39M +20,705 New
44 45
46
47 48