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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 %
RWM
1226
Rockwood Wealth Management
Pennsylvania
$2.02M +$78.8K +685 +4%
MSAM
1227
Moloney Securities Asset Management
Missouri
$2.01M +$91.4K +793 +5%
FCB
1228
First County Bank
Connecticut
$2.01M +$400K +3,475 +25%
AWF
1229
Alpha Wealth Funds
Utah
$2M +$2M +17,385 New
MIM
1230
Macroview Investment Management
Maryland
$2M +$77.4K +672 +4%
MPM
1231
Meritage Portfolio Management
Kansas
$1.99M -$118K -1,027 -6%
FAM
1232
Forte Asset Management
New York
$1.98M +$776K +6,731 +64%
SFG
1233
Sunburst Financial Group
Alabama
$1.98M -$23.6K -205 -1%
DWM
1234
DecisionMap Wealth Management
Virginia
$1.98M +$1.98M +17,215 New
CPBTD
1235
Central Pacific Bank - Trust Division
Hawaii
$1.98M +$248K +2,149 +14%
VWA
1236
Visionary Wealth Advisors
Illinois
$1.98M +$56.5K +490 +3%
CAL
1237
Capital Advisors Ltd
Ohio
$1.98M +$12.4K +108 +0.6%
CCM
1238
Colorado Capital Management
Colorado
$1.98M -$291K -2,524 -13%
VCA
1239
Verdence Capital Advisors
Maryland
$1.97M -$116K -1,010 -6%
RWA
1240
River Wealth Advisors
Pennsylvania
$1.97M +$22.4K +194 +1%
FFWA
1241
FRG Family Wealth Advisors
Washington
$1.97M +$47.8K +415 +2%
CCM
1242
Coldstream Capital Management
Washington
$1.97M +$118K +1,023 +6%
CTA
1243
Camelot Technology Advisors
California
$1.96M -$59.9K -520 -3%
OWP
1244
Obermeyer Wealth Partners
Colorado
$1.96M +$1.15K +10 +0.1%
GWM
1245
GSB Wealth Management
Connecticut
$1.96M -$31.9K -277 -2%
SL
1246
Sentinus LLC
Illinois
$1.95M -$6.82M -59,164 -78%
NC
1247
Napatree Capital
Rhode Island
$1.95M +$626K +5,431 +47%
AWM
1248
Accurate Wealth Management
Florida
$1.95M +$168K +1,483 +9%
JAA
1249
Joel Adams & Associates
North Carolina
$1.95M +$1.95M +16,922 New
TCM
1250
TruNorth Capital Management
Michigan
$1.95M -$38.9K -338 -2%
48 49
50
51 52