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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 %
AC
1351
AWM Capital
Arizona
$1.49M -$12.3K -107 -0.8%
PW
1352
Peninsula Wealth
California
$1.49M -$38.8K -337 -3%
BAM
1353
Belpointe Asset Management
Nevada
$1.49M -$887K -7,612 -37%
CIA
1354
Compass Ion Advisors
Pennsylvania
$1.48M -$16.8K -146 -1%
Citadel Advisors
1355
Citadel Advisors
Florida
$1.48M -$22.6M -195,999 -94%
DFA
1356
DHJJ Financial Advisors
Illinois
$1.48M -$31.9K -277 -2%
SCA
1357
STALEY CAPITAL ADVISERS
Pennsylvania
$1.48M – – –
NRW
1358
Nova R Wealth
Kansas
$1.48M +$13.5K +117 +0.9%
BI
1359
Beckerman Institutional
New Jersey
$1.47M +$105K +910 +8%
RL
1360
Rogco LP
Oklahoma
$1.47M -$145K -1,261 -9%
TIAAOA
1361
Teachers Insurance & Annuity Association of America
New York
$1.47M -$57.8K -502 -4%
FB
1362
Fulton Bank
Pennsylvania
$1.47M +$109K +947 +8%
CAWM
1363
Capital Advisors Wealth Management
Washington
$1.47M +$36.4K +316 +3%
LFG
1364
Leverty Financial Group
Wisconsin
$1.46M +$5.76K +50 +0.4%
CCA
1365
Clearwater Capital Advisors
Illinois
$1.45M +$57.1K +496 +4%
RW
1366
Rockport Wealth
Ohio
$1.45M -$24.8K -215 -2%
LC
1367
LCNB Corp
Ohio
$1.45M +$115K +1,000 +9%
PCM
1368
Palisade Capital Management
New Jersey
$1.44M +$321K +2,784 +29%
AWM
1369
Accredited Wealth Management
Kentucky
$1.44M +$1.44M +12,524 New
NCM
1370
Nelson Capital Management
California
$1.44M -$922 -8 -0.1%
MIC
1371
Meridian Investment Counsel
California
$1.44M – – –
KCM
1372
Kathmere Capital Management
Pennsylvania
$1.44M +$970K +8,415 +207%
FPCP
1373
Fort Point Capital Partners
California
$1.43M +$221K +1,918 +18%
NBWM
1374
North Berkeley Wealth Management
California
$1.43M +$1.43M +12,440 New
RFA
1375
Resurgent Financial Advisors
Georgia
$1.43M -$139K -1,205 -9%
53 54
55
56 57