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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 %
TT
1451
TI-Trust
Illinois
$1.21M – – –
CIG
1452
CHB Investment Group
Pennsylvania
$1.2M -$206K -1,790 -15%
MWM
1453
Maltin Wealth Management
New Jersey
$1.2M -$121K -1,049 -9%
SA
1454
Sovran Advisors
California
$1.2M +$1.2M +10,411 New
NF
1455
NavPoint Financial
Minnesota
$1.19M -$11.3K -98 -0.9%
PWM
1456
PBMares Wealth Management
Virginia
$1.19M +$13K +113 +1%
QCM
1457
QRG Capital Management
Illinois
$1.19M +$182K +1,577 +18%
SFG
1458
Sovereign Financial Group
Connecticut
$1.19M +$43.2K +375 +4%
CKAIS
1459
Christensen King & Associates Investment Services
Washington
$1.19M +$31.7K +272 +3%
BWM
1460
Birchcreek Wealth Management
Ohio
$1.18M -$628K -5,448 -35%
KFGG
1461
Keystone Financial Group (Georgia)
Georgia
$1.18M +$1.18M +10,258 New
PFS
1462
Prospect Financial Services
New York
$1.18M +$293K +2,547 +33%
JIR
1463
James Investment Research
Ohio
$1.18M -$807 -7 -0.1%
GWA
1464
GGM Wealth Advisors
Maryland
$1.17M -$40.8K -354 -3%
BWA
1465
BlueChip Wealth Advisors
Georgia
$1.17M -$12.3K -107 -1%
WC
1466
Waterloo Capital
Texas
$1.17M -$40.9K -355 -3%
GKIM
1467
GW&K Investment Management
Massachusetts
$1.17M +$314K +2,724 +37%
HWM
1468
HRC Wealth Management
Idaho
$1.17M +$43.4K +377 +4%
RSVP
1469
Ramsay Stattman Vela & Price
Colorado
$1.17M +$179K +1,554 +18%
FCFC
1470
First Commonwealth Financial Corp
Pennsylvania
$1.16M +$74.9K +650 +7%
AW
1471
Avion Wealth
Texas
$1.16M -$6.79K -59 -0.6%
CPG
1472
Cornerstone Planning Group
New Jersey
$1.16M -$590K -4,968 -34%
FCA
1473
FLC Capital Advisors
California
$1.16M -$18.7K -162 -2%
AIA
1474
AssuredPartners Investment Advisors
Florida
$1.15M +$1.15M +10,024 New
MA
1475
MONECO Advisors
Connecticut
$1.15M +$543K +4,710 +89%
57 58
59
60 61