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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 %
OP
1201
ORG Partners
Indiana
$2.16M +$34.8K +302 +2%
BB
1202
Busey Bank
Illinois
$2.16M +$56.6K +491 +3%
MIA
1203
Milestone Investment Advisors
Wisconsin
$2.16M -$12.1K -105 -0.6%
LA
1204
LPF Advisors
Florida
$2.15M +$124K +1,078 +6%
ACP
1205
Aveo Capital Partners
Colorado
$2.14M -$35.6K -309 -2%
FPTW
1206
Franklin, Parlapiano, Turner & Welch
Texas
$2.14M -$24.5K -213 -1%
LWA
1207
Lineweaver Wealth Advisors
Ohio
$2.14M +$5.18K +45 +0.2%
ACM
1208
Ascent Capital Management
Oregon
$2.13M +$2.13M +18,507 New
DFA
1209
Delta Financial Advisors
Louisiana
$2.12M +$145K +1,260 +7%
KBFS
1210
Kohmann Bosshard Financial Services
Ohio
$2.1M -$148K -1,286 -7%
CWA
1211
Core Wealth Advisors
Florida
$2.1M -$1.27K -11 -0.1%
AWP
1212
Astra Wealth Partners
New Jersey
$2.09M +$2.09M +18,164 New
SF
1213
SWP Financial
California
$2.09M -$4.45M -38,623 -68%
DCM
1214
Dudley Capital Management
Virginia
$2.08M +$108K +934 +5%
CF
1215
Corrigan Financial
Rhode Island
$2.08M -$28.9K -251 -1%
SS
1216
SBI Securities
Japan
$2.08M +$2.08M +18,048 New
RBFC
1217
Roman Butler Fullerton & Co
Missouri
$2.08M – – –
HCA
1218
Harbour Capital Advisors
Virginia
$2.06M +$131K +1,125 +7%
RFN
1219
RDA Financial Network
Iowa
$2.05M -$30.3K -263 -1%
MC
1220
Moors & Cabot
Massachusetts
$2.05M +$195K +1,692 +11%
BC
1221
Brio Consultants
California
$2.05M -$346 -3 -0%
CWM
1222
Compass Wealth Management
Connecticut
$2.04M -$86.3K -749 -4%
GI
1223
GAMMA Investing
California
$2.03M +$106K +922 +6%
HCM
1224
Hollencrest Capital Management
California
$2.02M +$596K +5,174 +42%
DAS
1225
Diversify Advisory Services
Utah
$2.02M +$21.7K +192 +1%
47 48
49
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