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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 %
BC
1626
Barrett & Company
Rhode Island
$817K +$230 +2 +0%
CNBOF
1627
City National Bank of Florida
Florida
$814K +$814K +7,066 New
NAS
1628
NWF Advisory Services
California
$811K +$811K +7,041 New
WPC
1629
Waters Parkerson & Co
Louisiana
$808K – – –
Russell Investments Group
1630
Russell Investments Group
United Kingdom
$807K +$146K +1,269 +22%
PFG
1631
PAX Financial Group
Texas
$805K +$1.27K +11 +0.2%
WAG
1632
Windsor Advisory Group
Ohio
$805K +$102K +886 +15%
PMFA
1633
Plante Moran Financial Advisors
Michigan
$805K -$27.5K -239 -3%
WE
1634
Wealth Effects
Massachusetts
$803K +$36.8K +319 +5%
KWA
1635
Kondo Wealth Advisors
California
$801K +$801K +6,956 New
CA
1636
Carson Advisory
Georgia
$800K +$444K +3,855 +125%
SNB
1637
Security National Bank
Nebraska
$798K +$263K +2,280 +49%
DACG
1638
Donor Advised Charitable Giving
California
$797K +$171K +1,484 +27%
WCM
1639
WealthBridge Capital Management
Ohio
$794K +$28.9K +251 +4%
KA
1640
Kovack Advisors
Florida
$790K +$88.3K +766 +13%
LMKC
1641
L.M. Kohn & Company
Ohio
$786K +$18.4K +160 +2%
LCM
1642
LVM Capital Management
Michigan
$784K – – –
SCA
1643
Stokes Capital Advisors
South Carolina
$784K +$4.95K +43 +0.6%
MWA
1644
Motive Wealth Advisors
Michigan
$784K -$922 -8 -0.1%
MEAC
1645
M.E. Allison & Co
Texas
$782K +$782K +6,787 New
OFG
1646
Opulen Financial Group
Virginia
$781K +$781K +6,779 New
FHC
1647
First Heartland Consultants
Missouri
$779K -$725K -6,293 -48%
Invesco
1648
Invesco
Georgia
$775K -$7.14K -62 -0.9%
FPW
1649
Flywheel Private Wealth
California
$772K +$772K +6,700 New
SFG
1650
Sather Financial Group
Texas
$772K – – –
64 65
66
67 68