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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 %
GPWA
1301
Great Point Wealth Advisors
Massachusetts
$1.72M -$33K -286 -2%
PA
1302
PFG Advisors
Arizona
$1.71M -$252K -2,191 -13%
CG
1303
Caprock Group
Idaho
$1.71M +$1.71M +14,819 New
RWMG
1304
Redwood Wealth Management Group
New Jersey
$1.7M -$37.1K -322 -2%
WCM
1305
Winthrop Capital Management
Indiana
$1.69M +$1.69M +14,719 New
MWA
1306
Midland Wealth Advisors
Illinois
$1.69M -$96.8K -840 -5%
SPF
1307
South Plains Financial
Texas
$1.69M +$1.69M +14,627 New
TWP
1308
Tyche Wealth Partners
Texas
$1.68M -$46.8K -406 -3%
CCA
1309
Cobblestone Capital Advisors
New York
$1.68M +$125K +1,088 +8%
SAM
1310
Silvercrest Asset Management
New York
$1.67M +$310K +2,692 +23%
CFP
1311
Cypress Financial Planning
New Jersey
$1.67M +$101K +877 +6%
NRC
1312
New Republic Capital
North Carolina
$1.67M -$713K -6,187 -30%
FVWA
1313
Foster Victor Wealth Advisors
South Carolina
$1.67M -$126K -1,068 -7%
SHJ
1314
Sharkey, Howes & Javer
Colorado
$1.66M +$808K +7,017 +95%
ACM
1315
AUA Capital Management
Pennsylvania
$1.66M -$608K -5,278 -27%
SMWM
1316
Silvia McColl Wealth Management
California
$1.66M – – –
MAM
1317
Milestone Asset Management
Pennsylvania
$1.65M +$1.21M +10,501 +272%
CAM
1318
Congress Asset Management
Massachusetts
$1.65M -$443K -3,845 -21%
NWM
1319
Napa Wealth Management
California
$1.64M +$452K +3,926 +38%
GPI
1320
General Partner Inc
Pennsylvania
$1.63M – – –
AIM
1321
Anchor Investment Management
South Carolina
$1.62M +$358K +3,110 +28%
ATWA
1322
Arbor Trust Wealth Advisors
Michigan
$1.62M -$8.3K -72 -0.5%
CCFM
1323
Clear Creek Financial Management
Washington
$1.62M -$884K -7,668 -35%
ICP
1324
Interchange Capital Partners
Pennsylvania
$1.62M -$37.8K -328 -2%
ANC
1325
Ames National Corp
Iowa
$1.62M +$1.62M +14,022 New
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