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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 %
SIC
1376
Samalin Investment Counsel
New York
$1.43M +$18.8K +163 +1%
TFP
1377
Tilia Fiduciary Partners
North Carolina
$1.42M -$35.1K -305 -2%
AT
1378
American Trust
Kentucky
$1.42M +$1.42M +12,285 New
O3W
1379
Omni 360 Wealth
New Jersey
$1.41M -$27.9K -242 -2%
NAM
1380
NorthCrest Asset Manangement
Minnesota
$1.4M -$23.4K -203 -2%
SAM
1381
Synergy Asset Management
Washington
$1.4M +$1.4M +12,204 New
LSWP
1382
Liberty Square Wealth Partners
Pennsylvania
$1.4M +$1.4M +11,958 New
PWM
1383
Pines Wealth Management
North Carolina
$1.4M +$1.4M +12,378 New
AG
1384
Ascent Group
Virginia
$1.39M -$473K -4,108 -25%
HCM
1385
Howland Capital Management
Massachusetts
$1.39M -$8.76K -76 -0.6%
ADL
1386
Asset Dedication LLC
California
$1.39M +$118K +1,027 +9%
Group One Trading
1387
Group One Trading
Illinois
$1.38M +$1.38M +11,991 New
TF
1388
Tudor Financial
Ohio
$1.38M +$59.2K +514 +4%
IAIM
1389
International Assets Investment Management
Florida
$1.37M -$176M -1,533,736 -99%
LWP
1390
Laurel Wealth Planning
Minnesota
$1.37M -$85.8K -744 -6%
PPA
1391
Pacific Point Advisors
California
$1.37M +$1.37M +11,600 New
LSA
1392
Lansing Street Advisors
Pennsylvania
$1.36M -$3.34K -29 -0.2%
AIP
1393
Almanack Investment Partners
Pennsylvania
$1.36M -$12K -104 -0.9%
SXL
1394
Summit X LLC
Missouri
$1.36M +$69.2K +601 +5%
CAS
1395
Coppell Advisory Solutions
Texas
$1.36M +$241K +2,092 +21%
AUB
1396
Atlantic Union Bankshares
Virginia
$1.36M +$54.8K +476 +4%
OWA
1397
Opal Wealth Advisors
New York
$1.36M – – –
DFA
1398
Davies Financial Advisors
California
$1.36M +$357K +3,097 +36%
UB
1399
Umpqua Bank
Oregon
$1.36M +$8.52K +74 +0.6%
CFFP
1400
Center for Financial Planning
Michigan
$1.35M +$107K +930 +9%
54 55
56
57 58