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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 %
LSIA
1151
LaSalle St. Investment Advisors
Illinois
$2.38M +$149K +1,290 +7%
CA
1152
Cambridge Associates
Massachusetts
$2.37M – – –
IF
1153
Intrua Financial
Texas
$2.37M -$59.5K -516 -2%
AM
1154
AGF Management
Ontario, Canada
$2.36M -$2.88K -25 -0.1%
RA
1155
RoundAngle Advisors
New Jersey
$2.36M +$2.36M +20,476 New
OBGC
1156
O'Brien Greene & Co
Pennsylvania
$2.36M -$3.46K -30 -0.1%
DWA
1157
Dougherty Wealth Advisers
Minnesota
$2.35M +$444K +3,855 +23%
CL
1158
COWA LLC
Oklahoma
$2.35M +$8.64K +75 +0.4%
P
1159
Pitcairn
Pennsylvania
$2.35M -$403K -3,500 -15%
DPI
1160
Diversified Portfolios Inc
Michigan
$2.34M +$3.8K +33 +0.2%
IA
1161
Integrity Alliance
Iowa
$2.34M +$2.34M +20,290 New
RWP
1162
Revolve Wealth Partners
New Jersey
$2.32M -$18.3K -159 -0.8%
LFG
1163
Lockerman Financial Group
California
$2.32M +$6.22K +54 +0.3%
HNB
1164
Hilltop National Bank
Wyoming
$2.31M +$137K +1,186 +6%
MTIC
1165
Missouri Trust & Investment Company
Missouri
$2.31M +$243K +2,110 +12%
IMRF
1166
Illinois Municipal Retirement Fund
Illinois
$2.3M +$2.3M +20,000 New
WP
1167
WealthShield Partners
North Carolina
$2.3M -$451K -3,913 -16%
PPP
1168
Private Portfolio Partners
New Jersey
$2.3M +$37.2K +323 +2%
MAWCM
1169
Mine & Arao Wealth Creation & Management
California
$2.3M -$70.9K -615 -3%
CCA
1170
Cora Capital Advisors
New Jersey
$2.3M +$57.1K +496 +3%
LWM
1171
Lyell Wealth Management
California
$2.29M +$1.46M +12,681 +176%
DFG
1172
Delta Financial Group
New Jersey
$2.29M +$2.29M +19,853 New
RWM
1173
Ritholtz Wealth Management
New York
$2.28M +$29.8K +259 +1%
OLA
1174
Oliver Luxxe Assets
New Jersey
$2.28M +$1.15M +9,868 +101%
TRCT
1175
Tower Research Capital (TRC)
New York
$2.28M +$471K +4,089 +26%
45 46
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