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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 %
BEAM
1576
Baker Ellis Asset Management
Washington
$922K – – –
FPGT
1577
Financial Partners Group (Tennessee)
Tennessee
$919K -$44.1K -383 -5%
CG
1578
Corundum Group
Colorado
$917K +$115 +1 +0%
BCM
1579
Brookmont Capital Management
Texas
$912K -$92.1K -799 -9%
WCWM
1580
Wooster Corthell Wealth Management
Connecticut
$912K -$196K -1,699 -18%
TPW
1581
TL Private Wealth
Texas
$909K -$18.8K -161 -2%
CWM
1582
Centurion Wealth Management
Virginia
$909K +$26.3K +228 +3%
VAG
1583
Vannoy Advisory Group
Texas
$907K – – –
STB
1584
S&T Bank
Pennsylvania
$904K -$1.25M -10,834 -58%
HA
1585
Helium Advisors
Washington
$902K +$902K +7,831 New
FB
1586
Finward Bancorp
Indiana
$902K +$902K +7,826 New
PCH
1587
PGIM Custom Harvest
New Jersey
$900K +$84K +729 +10%
CPA
1588
Cardiff Park Advisors
California
$897K +$80.3K +697 +10%
ITIM
1589
Indiana Trust & Investment Management
Indiana
$894K -$12.9K -112 -1%
HWM
1590
Hohimer Wealth Management
Washington
$889K +$28.8K +250 +3%
CF
1591
Corebridge Financial
Texas
$887K -$161K -1,400 -15%
TCM
1592
TD Capital Management
Tennessee
$884K +$6.22K +54 +0.7%
LW
1593
Lauer Wealth
Indiana
$884K – – –
CWS
1594
Confluence Wealth Services
Pennsylvania
$883K +$349K +2,926 +65%
IJWM
1595
Inman Jager Wealth Management
Mississippi
$881K +$881K +7,650 New
ACM
1596
Ardent Capital Management
Ohio
$881K – – –
EWA
1597
Evolution Wealth Advisors
Florida
$880K – – –
PAM
1598
PCG Asset Management
New Jersey
$880K +$880K +7,635 New
FB
1599
First Bancorp
Maine
$877K – – –
PVI
1600
Pine Valley Investments
New Jersey
$875K -$3.69K -32 -0.4%
62 63
64
65 66