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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 %
LFAS
1176
Level Four Advisory Services
Texas
$2.27M -$89K -772 -4%
SAM
1177
Secure Asset Management
Michigan
$2.27M +$260K +2,259 +13%
EPM
1178
Elm Partners Management
Pennsylvania
$2.27M -$198K -1,720 -8%
JIC
1179
Joel Isaacson & Co
New York
$2.27M +$19.2K +167 +0.9%
EI
1180
Ellevest Inc
New York
$2.27M -$1.04M -9,046 -32%
UAG
1181
United Advisor Group
Ohio
$2.25M +$1.79M +15,545 +386%
Chevy Chase Trust
1182
Chevy Chase Trust
Maryland
$2.25M -$151K -1,309 -6%
ACP
1183
Arcus Capital Partners
Georgia
$2.24M -$148K -1,342 -6%
SWM
1184
Shelton Wealth Management
Texas
$2.23M -$160K -1,387 -7%
AGP
1185
Autumn Glory Partners
Texas
$2.22M – – –
SAM
1186
Simplify Asset Management
Nevada
$2.22M +$2.22M +19,280 New
BFW
1187
Brady Family Wealth
Missouri
$2.21M -$156K -1,352 -7%
LFG
1188
Larson Financial Group
Missouri
$2.21M +$256K +2,226 +13%
XPN
1189
XY Planning Network
Montana
$2.21M +$2.21M +19,174 New
ACM
1190
Absolute Capital Management
Pennsylvania
$2.21M +$4.15K +36 +0.2%
RFO
1191
RiverGlades Family Offices
Florida
$2.2M +$87K +755 +4%
PL
1192
Plancorp LLC
Missouri
$2.2M +$11.1K +96 +0.5%
SCM
1193
SOL Capital Management
Maryland
$2.19M -$46.1K -400 -2%
FOR
1194
Family Office Research
Maryland
$2.19M +$2.19M +19,002 New
TFG
1195
Tilson Financial Group
New Jersey
$2.18M -$56.4K -489 -3%
UCB
1196
United Community Bank
South Carolina
$2.18M -$15.6K -135 -0.7%
MA
1197
Marquette Associates
Illinois
$2.17M +$16.5K +143 +0.8%
ACA
1198
Affinity Capital Advisors
California
$2.17M -$7.96K -69 -0.4%
GAA
1199
Guardian Asset Advisors
Pennsylvania
$2.17M +$103K +892 +5%
CB
1200
Cadence Bank
Mississippi
$2.17M -$152K -1,315 -7%
46 47
48
49 50