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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 %
FFG
1551
Fiduciary Financial Group
California
$997K +$30.3K +268 +3%
BTW
1552
Boston Trust Walden
Massachusetts
$994K +$636K +5,520 +178%
LW
1553
Linscomb Wealth
Texas
$990K -$19.5K -169 -2%
PCM
1554
Park Capital Management
Wisconsin
$989K +$989K +8,580 New
TWP
1555
Triad Wealth Partners
Kansas
$978K -$1.53M -13,240 -61%
NCFG
1556
New Century Financial Group
New Jersey
$972K +$44.9K +386 +5%
ACM
1557
Advisors Capital Management
New Jersey
$972K +$85.8K +745 +10%
PFA
1558
Pinnacle Family Advisors
Missouri
$971K +$2.77K +24 +0.3%
WHG
1559
Westwood Holdings Group
Texas
$971K -$74.8K -649 -7%
TBT
1560
Texas Bank & Trust
Texas
$969K +$969K +8,406 New
KFI
1561
Key Financial Inc
Pennsylvania
$968K +$22.5K +195 +2%
MGWM
1562
Marks Group Wealth Management
Minnesota
$964K -$54.2K -470 -5%
AF
1563
Advisornet Financial
Minnesota
$963K -$395K -3,429 -29%
AWA
1564
Acorn Wealth Advisors
Michigan
$962K +$462K +4,010 +92%
PFBT
1565
Parkside Financial Bank & Trust
Missouri
$961K +$12.7K +110 +1%
MCM
1566
MV Capital Management
Maryland
$952K +$45.2K +392 +5%
OCM
1567
Orion Capital Management
California
$952K -$103K -897 -10%
RWMH
1568
Riverpoint Wealth Management Holdings
Illinois
$952K -$11.6K -101 -1%
FP
1569
Factorial Partners
New York
$945K – – –
SWP
1570
Strategic Wealth Partners
Ohio
$935K -$117K -1,002 -11%
FFA
1571
Fortune Financial Advisors
Kansas
$931K -$11.2K -97 -1%
1WA
1572
180 Wealth Advisors
Washington
$929K +$42.4K +368 +5%
FBT
1573
First Bankers Trust
Kentucky
$927K -$8.64K -75 -0.9%
BFS
1574
Bradley Foster & Sargent
Connecticut
$926K +$37K +321 +4%
NAG
1575
Northstar Advisory Group
New Jersey
$925K +$205K +1,778 +28%
61 62
63
64 65