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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 %
PPW
1476
Pasadena Private Wealth
California
$1.15M – – –
OC
1477
Opinicus Capital
Florida
$1.15M +$576 +5 +0.1%
EFA
1478
Edge Financial Advisors
Illinois
$1.15M +$10.8K +94 +1%
RWM
1479
Riverchase Wealth Management
Texas
$1.15M +$1.15M +9,975 New
FFA
1480
First Foundation Advisors
California
$1.15M +$8.87K +77 +0.8%
AQR Capital Management
1481
AQR Capital Management
Connecticut
$1.15M +$813K +7,060 +245%
M
1482
MATAURO
New York
$1.14M +$1.14M +9,909 New
BO
1483
Bank OZK
Arkansas
$1.14M +$15K +130 +1%
LC
1484
Lincoln Capital
Nebraska
$1.14M -$5.88K -51 -0.5%
HCP
1485
Hardin Capital Partners
South Carolina
$1.14M +$82.7K +718 +8%
IA
1486
Intellus Advisors
Florida
$1.13M +$1.13M +9,842 New
KW
1487
KWB Wealth
California
$1.13M +$1.29K +11 +0.1%
BFA
1488
Bragg Financial Advisors
North Carolina
$1.13M +$16.6K +144 +1%
IA
1489
IFC Advisors
California
$1.13M +$1.13M +9,797 New
BPC
1490
Bearing Point Capital
Minnesota
$1.13M +$1.13M +9,795 New
PGAM
1491
Princeton Global Asset Management
New Jersey
$1.12M +$149K +1,297 +15%
BFM
1492
Broadview Financial Management
Wisconsin
$1.12M -$526K -4,561 -32%
VA
1493
Vident Advisory
Georgia
$1.12M +$757K +6,573 +210%
M
1494
MOTCO
Texas
$1.11M +$9.1K +79 +0.8%
EAM
1495
Empirical Asset Management
Massachusetts
$1.11M +$1.09M +285,676 +3,863%
Vontobel Holding
1496
Vontobel Holding
Switzerland
$1.11M +$1.11M +9,640 New
PC
1497
Port Capital
Illinois
$1.11M +$1.84K +16 +0.2%
WDG
1498
Wealth Dimensions Group
Ohio
$1.1M +$83.4K +724 +8%
AOWM
1499
Alpha Omega Wealth Management
Virginia
$1.1M -$21.5K -187 -2%
TIP
1500
Tandem Investment Partners
New Jersey
$1.1M +$1.1M +9,560 New
58 59
60
61 62