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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 %
SFG
1426
Stonebridge Financial Group
Pennsylvania
$1.27M +$1.27M +11,040 New
DQRIM
1427
Dale Q Rice Investment Management
Washington
$1.27M +$1.27M +11,030 New
TWM
1428
Tolleson Wealth Management
Texas
$1.27M +$1.27M +11,006 New
DWM
1429
Defined Wealth Management
Oregon
$1.27M -$13K -113 -1%
ZIC
1430
ZWJ Investment Counsel
Georgia
$1.26M +$28.3K +246 +2%
PCFFS
1431
Pacific Center for Financial Services
California
$1.26M +$922 +8 +0.1%
EIA
1432
Edgemoor Investment Advisors
Maryland
$1.26M -$102K -885 -7%
CWM
1433
Chemistry Wealth Management
New York
$1.26M – – –
GI
1434
GS Investments
Minnesota
$1.26M +$35.7K +310 +3%
CCM
1435
Crew Capital Management
Ohio
$1.25M +$34.6K +300 +3%
SYBT
1436
Stock Yards Bank & Trust
Kentucky
$1.25M +$117K +1,014 +10%
HSWS
1437
Higgins & Schmidt Wealth Strategies
Colorado
$1.25M -$190K -1,652 -13%
CFD
1438
Creative Financial Designs
Indiana
$1.25M +$93.1K +808 +8%
JPG
1439
Jordan Park Group
California
$1.25M – – –
SIAS
1440
Summit Investment Advisory Services
Minnesota
$1.24M +$7.14K +62 +0.6%
CMAI
1441
Capital Management Associates Inc
Minnesota
$1.24M -$186K -1,616 -13%
KLCM
1442
KG&L Capital Management
Louisiana
$1.24M +$59.3K +515 +5%
ES
1443
Eagle Strategies
New York
$1.24M +$36.1K +313 +3%
MCA
1444
Midwest Capital Advisors
Michigan
$1.23M +$1.23M +10,704 New
BTI
1445
Blue Trust Inc
Georgia
$1.22M -$310K -2,692 -20%
WCFA
1446
Walkner Condon Financial Advisors
Wisconsin
$1.22M -$72.6K -630 -6%
SOADOR
1447
State of Alaska Department of Revenue
Alaska
$1.22M +$1.22M +10,574 New
TSWM
1448
Tyler-Stone Wealth Management
Ohio
$1.22M +$13K +113 +1%
TTWM
1449
TCV Trust & Wealth Management
Virginia
$1.21M -$42.7K -371 -3%
GFPC
1450
Global Financial Private Client
Florida
$1.21M +$51K +443 +4%
56 57
58
59 60