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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 %
Fisher Asset Management
1601
Fisher Asset Management
Washington
$875K +$334K +2,896 +62%
RIA
1602
RPG Investment Advisory
California
$873K +$105K +908 +14%
VPP
1603
Vertex Planning Partners
Illinois
$872K +$12.1K +105 +1%
HWM
1604
Horizons Wealth Management
North Carolina
$870K +$2.54K +22 +0.3%
KSB
1605
Kennebec Savings Bank
Maine
$868K -$19.5K -172 -2%
STCOSD
1606
Sageworth Trust Company of South Dakota
South Dakota
$868K +$155K +1,347 +22%
4WM
1607
49 Wealth Management
Texas
$866K -$104K -900 -11%
FFL
1608
Financial Freedom LLC
Ohio
$866K -$7.84K -68 -0.9%
TPW
1609
Transatlantique Private Wealth
New York
$864K – – –
BW
1610
BIP Wealth
Georgia
$863K +$196K +1,698 +29%
GWM
1611
Greenhouse Wealth Management
Connecticut
$863K +$7.49K +65 +0.9%
SHFA
1612
SC&H Financial Advisors
Maryland
$857K -$40.1K -348 -4%
NWMG
1613
National Wealth Management Group
Ohio
$855K +$3K +26 +0.4%
TCM
1614
Tufton Capital Management
Maryland
$852K +$17.4K +151 +2%
MFGM
1615
Marshall Financial Group (Maryland)
Maryland
$844K -$21.7K -188 -3%
PCA
1616
Pallas Capital Advisors
Massachusetts
$843K – – –
SM
1617
Sensible Money
Arizona
$843K +$71.6K +621 +9%
AFG
1618
Allegheny Financial Group
Pennsylvania
$840K +$7.49K +65 +0.9%
HNWA
1619
Henrickson Nauta Wealth Advisors
Michigan
$837K – – –
SIA
1620
Schechter Investment Advisors
Michigan
$830K -$729K -6,328 -47%
BWM
1621
BKM Wealth Management
Wisconsin
$829K +$45.2K +392 +6%
CWM
1622
Centricity Wealth Management
Ohio
$828K +$828K +7,183 New
KAM
1623
Kraft Asset Management
Tennessee
$825K – – –
IA
1624
Insight Advisors
Pennsylvania
$819K +$25K +217 +3%
IP
1625
Ignite Planners
California
$818K +$69.9K +601 +9%
63 64
65
66 67