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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 %
G
1501
GenTrust
Florida
$1.1M -$43.6K -378 -4%
IIC
1502
Integrated Investment Consultants
Michigan
$1.1M +$43.2K +375 +4%
TAM
1503
Townsend Asset Management
North Carolina
$1.1M -$27.2K -236 -2%
TSW
1504
Three Seasons Wealth
Utah
$1.09M -$177K -1,532 -14%
Legacy Financial Group (Iowa)
1505
Legacy Financial Group (Iowa)
Iowa
$1.09M +$1.09M +9,482 New
WP
1506
Westmount Partners
California
$1.09M +$4.72K +41 +0.4%
PT
1507
Plimoth Trust
Massachusetts
$1.09M +$51.3K +445 +5%
PWMG
1508
Pinnacle Wealth Management Group
Michigan
$1.09M -$21K -182 -2%
GKWIM
1509
Gerber Kawasaki Wealth & Investment Management
California
$1.09M +$12.8K +111 +1%
CPA
1510
Court Place Advisors
Maryland
$1.08M +$95.6K +830 +10%
KFC
1511
Klingenstein Fields & Co
New York
$1.08M +$59.5K +516 +6%
ACP
1512
Aviance Capital Partners
Florida
$1.08M -$59.5K -516 -5%
MWS
1513
MFA Wealth Services
California
$1.08M +$1.08M +9,356 New
FF
1514
Farnam Financial
Arizona
$1.08M +$6.11K +53 +0.6%
IVP
1515
Intrinsic Value Partners
Arizona
$1.08M -$20.7K -180 -2%
AL
1516
ADE LLC
Maryland
$1.07M +$20.2K +175 +2%
A
1517
Argentarii
Ohio
$1.07M +$1.07M +9,250 New
FAI
1518
Fiduciary Advisors Inc
Missouri
$1.06M +$1.06M +9,236 New
CFS
1519
Coordinated Financial Services
Colorado
$1.06M +$1.06M +9,202 New
CAM
1520
Chandler Asset Management
California
$1.05M – – –
FTUS
1521
Flow Traders U.S.
New York
$1.05M +$1.05M +9,139 New
TPA
1522
Trivium Point Advisory
Connecticut
$1.05M +$503K +4,368 +92%
IIM
1523
Ipswich Investment Management
Massachusetts
$1.05M +$192K +1,663 +22%
BFWM
1524
Bright Futures Wealth Management
New York
$1.04M +$123K +1,040 +13%
TF
1525
Tompkins Financial
New York
$1.04M -$109K -944 -9%
59 60
61
62 63