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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 %
SFC
1701
Strategic Financial Concepts
Texas
$704K +$413K +3,580 +142%
CP
1702
Creekside Partners
California
$703K +$2.42K +21 +0.3%
TI
1703
Truepoint Inc
Ohio
$701K -$39.9K -346 -5%
GAM
1704
Gemmer Asset Management
California
$700K +$24.5K +213 +4%
AAG
1705
Armstrong Advisory Group
Massachusetts
$699K +$461 +4 +0.1%
DSA
1706
Droms Strauss Advisors
Missouri
$695K +$1.38K +12 +0.2%
WCWM
1707
Willow Creek Wealth Management
California
$694K – – –
MWM
1708
Mosley Wealth Management
California
$694K +$40.2K +340 +6%
BBW
1709
Blue Barn Wealth
Utah
$694K -$22.5K -195 -3%
HA
1710
HFG Advisors
Ohio
$693K +$7.49K +65 +1%
FI
1711
FWG Investments
Kentucky
$691K -$74.8K -649 -10%
WJWM
1712
Williams Jones Wealth Management
New York
$691K -$62.8K -545 -8%
AWM
1713
Alterna Wealth Management
Texas
$690K +$489K +4,247 +244%
Acadian Asset Management
1714
Acadian Asset Management
Massachusetts
$690K -$1.59M -13,803 -70%
HH
1715
HWG Holdings
Texas
$690K -$12.6M -109,230 -95%
SFP
1716
Shepherd Financial Partners
Massachusetts
$689K +$2.3K +20 +0.3%
SW
1717
SteelPeak Wealth
California
$689K -$47.6K -413 -6%
BA
1718
Brightwater Advisory
Florida
$686K -$10.4K -90 -1%
FWM
1719
FMB Wealth Management
California
$686K -$16.5K -143 -2%
HWA
1720
Hillcrest Wealth Advisors
New Jersey
$686K – – –
EFG
1721
Elios Financial Group
Ohio
$683K +$807 +7 +0.1%
AIFAIM
1722
American Institute for Advanced Investment Management
Arizona
$683K – – –
ClearBridge Investments
1723
ClearBridge Investments
New York
$679K – – –
IIA
1724
Integral Investment Advisors
California
$677K -$13.3K -115 -2%
MWM
1725
McNaughton Wealth Management
California
$677K +$807 +7 +0.1%
67 68
69
70 71