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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 %
SC
1251
Steph & Co
Wisconsin
$1.95M -$72.1K -626 -4%
PIMG
1252
Patriot Investment Management Group
Tennessee
$1.94M -$1.66M -14,366 -46%
QWM
1253
Quadcap Wealth Management
Texas
$1.93M -$134K -1,161 -6%
WC
1254
Weil Company
California
$1.93M +$159K +1,377 +9%
FPGK
1255
Financial Partners Group (Kansas)
Kansas
$1.92M +$174K +1,506 +10%
MWM
1256
Mascagni Wealth Management
Mississippi
$1.9M +$1.9M +18,198 New
EFG
1257
Ethos Financial Group
Pennsylvania
$1.9M +$1.07M +9,303 +129%
FFS
1258
Flavin Financial Services
Florida
$1.9M +$1.9M +16,504 New
NB
1259
NBT Bank
New York
$1.89M +$16.8K +146 +0.9%
BFS
1260
BridgePort Financial Solutions
Iowa
$1.88M +$1.88M +16,965 New
FWM
1261
Forza Wealth Management
Florida
$1.86M +$204K +1,772 +12%
AWA
1262
Aaron Wealth Advisors
Illinois
$1.86M +$301K +2,615 +19%
RCG
1263
Regatta Capital Group
California
$1.86M -$126K -1,093 -6%
CC
1264
Cadinha & Co
Hawaii
$1.85M +$464K +4,030 +33%
WGCA
1265
Wolf Group Capital Advisors
Virginia
$1.85M – – –
ZF
1266
Zhang Financial
Michigan
$1.85M +$46.8K +406 +3%
SIG
1267
Stonegate Investment Group
Alabama
$1.85M -$427K -3,710 -19%
PGA
1268
Portland Global Advisors
Maine
$1.85M -$59.8K -519 -3%
SWM
1269
Scissortail Wealth Management
Oklahoma
$1.84M +$1.82M +15,790 +10,057%
FFG
1270
Fortress Financial Group
Minnesota
$1.84M +$1.84M +15,935 New
BWA
1271
BlueSky Wealth Advisors
North Carolina
$1.83M -$238K -2,062 -11%
WG
1272
Watchman Group
Texas
$1.83M -$864K -7,503 -32%
HNWAG
1273
High Net Worth Advisory Group
Florida
$1.82M +$32.6K +283 +2%
CWM
1274
Concentrum Wealth Management
California
$1.82M +$1.3M +11,271 +248%
MWAM
1275
Manhattan West Asset Management
California
$1.82M -$1.73K -15 -0.1%
49 50
51
52 53