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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 %
RC
1526
Roundview Capital
New Jersey
$1.04M +$507K +4,403 +95%
BW
1527
Bison Wealth
Georgia
$1.04M -$190K -1,650 -15%
MFT
1528
Moisand Fitzgerald Tamayo
Florida
$1.03M +$2.3K +20 +0.2%
CCWM
1529
Cassaday & Co Wealth Management
Virginia
$1.03M +$89.4K +776 +10%
GM
1530
GeoWealth Management
Illinois
$1.03M +$450K +3,907 +78%
NEAM
1531
New England Asset Management
Connecticut
$1.03M – – –
BWA
1532
Bestgate Wealth Advisors
Maryland
$1.02M +$1.02M +8,876 New
GWANC
1533
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.02M +$943K +8,187 +1,218%
RMP
1534
Richards, Merrill & Peterson
Washington
$1.02M +$1.02M +8,853 New
PA
1535
Probity Advisors
Texas
$1.02M -$103K -892 -9%
CS
1536
Cannell & Spears
New York
$1.02M +$18.9K +164 +2%
SAS
1537
Stelac Advisory Services
New York
$1.02M +$470K +4,076 +86%
EW
1538
Evoke Wealth
California
$1.01M – – –
CCP
1539
Clarity Capital Partners
California
$1.01M +$65.4K +568 +7%
TPW
1540
Talon Private Wealth
Florida
$1.01M -$12K -104 -1%
EFG
1541
Ehrlich Financial Group
California
$1.01M +$732K +6,357 +266%
SWA
1542
Strategies Wealth Advisors
Michigan
$1.01M +$77.6K +662 +8%
DJYG
1543
David J. Yvars Group
Florida
$1M -$27.9K -242 -3%
BMD
1544
Better Money Decisions
New Mexico
$1M -$58.3K -506 -5%
FWIA
1545
Fort Washington Investment Advisors
Ohio
$1M -$45.6K -396 -4%
PSF
1546
Pacific Sun Financial
California
$1M -$5.42K -47 -0.5%
RC
1547
Rovin Capital
Arizona
$1M +$1M +8,681 New
BAM
1548
Berkshire Asset Management
Pennsylvania
$999K – – –
ZB
1549
Zions Bancorporation
Utah
$998K – – –
SCG
1550
Sonata Capital Group
Washington
$998K +$17.1K +148 +2%
60 61
62
63 64