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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 %
PCM
1651
Perritt Capital Management
Illinois
$770K +$4.03K +35 +0.5%
OWA
1652
Outlook Wealth Advisors
Texas
$769K +$34K +295 +5%
EB
1653
Emprise Bank
Kansas
$766K -$29.2K -253 -4%
PTB
1654
Pioneer Trust Bank
Oregon
$760K – – –
CFG
1655
Cooper Financial Group
California
$760K -$13.8K -120 -2%
RFP
1656
Root Financial Partners
California
$760K +$760K +6,599 New
ME
1657
McIlrath & Eck
Washington
$754K +$3.92K +34 +0.5%
WLIM
1658
White Lighthouse Investment Management
Massachusetts
$754K -$28.5K -247 -4%
AG
1659
AmeriFlex Group
Nevada
$751K +$751K +6,338 New
CBT
1660
Crews Bank & Trust
Florida
$750K +$750K +6,506 New
SI
1661
Seeds Investor
New York
$749K +$247K +2,145 +49%
MAM
1662
MMA Asset Management
Pennsylvania
$748K -$604K -5,239 -45%
KL
1663
KWMG LLC
Kansas
$747K +$28.6K +248 +4%
SGCA
1664
Steel Grove Capital Advisors
Tennessee
$747K +$138K +1,202 +23%
CSWM
1665
Cassady Schiller Wealth Management
Ohio
$746K -$40.4K -351 -5%
LCC
1666
Lincoln Capital Corp
Rhode Island
$746K +$3.46K +30 +0.5%
TIM
1667
Thompson Investment Management
Wisconsin
$745K +$10.6K +92 +1%
TWP
1668
Total Wealth Planning
Ohio
$744K +$1.73K +15 +0.2%
PFA
1669
Professional Financial Advisors
Nebraska
$743K +$4.84K +42 +0.7%
BLC
1670
Brown, Lisle/Cummings
Rhode Island
$742K +$230 +2 +0%
ITC
1671
Inspire Trust Company
Nevada
$741K – – –
SVWAG
1672
Sound View Wealth Advisors Group
Georgia
$741K -$52.5K -456 -7%
OAS
1673
Optivise Advisory Services
Tennessee
$741K +$9.22K +80 +1%
SPW
1674
Sonoma Private Wealth
California
$740K +$191K +1,654 +35%
KWM
1675
KMT Wealth Management
California
$740K +$740K +6,422 New
65 66
67
68 69