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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 %
SIA
1276
SeaBridge Investment Advisors
New Jersey
$1.81M +$239K +2,072 +15%
CWC
1277
Carolinas Wealth Consulting
North Carolina
$1.81M -$1.96K -17 -0.1%
OPAM
1278
Ocean Park Asset Management
California
$1.81M +$394K +3,422 +28%
BIM
1279
Baldwin Investment Management
Pennsylvania
$1.81M -$253K -2,200 -12%
VW
1280
Veridan Wealth
Oregon
$1.81M +$1.81M +15,452 New
PIM
1281
Penobscot Investment Management
Massachusetts
$1.8M -$166K -1,440 -8%
DCM
1282
Donaldson Capital Management
Indiana
$1.8M +$300K +2,605 +20%
SFM
1283
Signet Financial Management
New Jersey
$1.79M -$9.45K -82 -0.5%
GA
1284
Goldstein Advisors
Wisconsin
$1.77M +$67.1K +582 +4%
ESB
1285
Essex Savings Bank
Connecticut
$1.77M +$181K +1,575 +11%
EWM
1286
Endowment Wealth Management
Wisconsin
$1.77M +$871K +7,557 +97%
TFM
1287
TFC Financial Management
Massachusetts
$1.77M +$26.6K +231 +2%
WC
1288
Woodstock Corp
Massachusetts
$1.77M -$20.7K -180 -1%
VFG
1289
Valley Financial Group
Pennsylvania
$1.77M -$80.3K -697 -4%
JWCA
1290
J.W. Coons Advisors
Ohio
$1.77M -$44.9K -390 -2%
SCA
1291
St. Clair Advisors
Ohio
$1.76M +$27.8K +241 +2%
FNC
1292
First National Corp
Massachusetts
$1.75M +$77.7K +674 +5%
KWA
1293
Kellett Wealth Advisors
Ohio
$1.75M +$115 +1 +0%
TFCP
1294
Twin Focus Capital Partners
Massachusetts
$1.74M -$58.2K -505 -3%
LA
1295
Lane & Associates
New Jersey
$1.73M +$11.7K +99 +0.7%
KDA
1296
Kraft Davis & Associates
Missouri
$1.73M -$993K -8,596 -37%
DWG
1297
Darden Wealth Group
Michigan
$1.72M +$1.73K +15 +0.1%
WCM
1298
Winebrenner Capital Management
Kentucky
$1.72M +$1.72M +14,926 New
TA
1299
TFG Advisers
Michigan
$1.72M -$115 -1 -0%
RIA
1300
Retirement Investment Advisors
Oklahoma
$1.72M -$53.9K -468 -3%
50 51
52
53 54