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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,597 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, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% of All Funds
34.59%
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
801
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.39B
2
LPL Financial
2
LPL Financial
California
$1.8B
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.6B
4
Bank of America
4
Bank of America
North Carolina
$3.69B
5
Wells Fargo
5
Wells Fargo
California
$1.98B

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$27.3M
2
CAM
2
Cresset Asset Management
Illinois
$421M
3
HNB
3
Huntington National Bank
Ohio
$222M
4
IAIM
4
International Assets Investment Management
Florida
$1.37M
5
DWM
5
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Cahaba Wealth Management
Georgia
$49.9M +$963K +8,356 +2%
CWM
152
Calamos Wealth Management
Illinois
$49.2M +$1.78M +15,491 +4%
AWS
153
Atria Wealth Solutions
New York
$49M -$12.4M -107,743 -20%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$48.7M -$10.5M -91,292 -18%
MWM
155
Mission Wealth Management
California
$48.1M -$659K -5,720 -1%
BCWM
156
Bartlett & Co Wealth Management
Ohio
$46.9M +$1.6M +13,926 +4%
CWM
157
Congress Wealth Management
Massachusetts
$45.6M +$523K +4,540 +1%
FLPIM
158
F.L. Putnam Investment Management
Massachusetts
$45.5M -$4.51M -39,169 -9%
CI
159
Conning Inc
Connecticut
$45.4M – – –
RWM
160
RKL Wealth Management
Pennsylvania
$44.7M +$1.63M +14,130 +4%
UBV
161
United Bank (Virginia)
Virginia
$44.7M +$1.23M +10,709 +3%
AF
162
Arrow Financial
New York
$44.3M -$2.96M -25,720 -6%
HWA
163
HCR Wealth Advisors
California
$44.2M +$1.88M +16,356 +4%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$44M +$3.19M +27,668 +8%
R
165
Rebalance
California
$43.7M +$218K +1,890 +0.5%
CTA
166
Chesley Taft & Associates
Illinois
$43.5M +$1.25M +10,863 +3%
WP
167
WMS Partners
Maryland
$43.1M -$1.82M -15,766 -4%
OCG
168
Opus Capital Group
Ohio
$41.8M +$283K +2,457 +0.7%
VFA
169
Voya Financial Advisors
Connecticut
$41.6M -$2.55M -22,218 -6%
Legal & General Group
170
Legal & General Group
United Kingdom
$41.4M +$4.73M +41,028 +13%
VA
171
Valmark Advisers
Ohio
$41.1M -$821K -7,122 -2%
Fiera Capital (Canada)
172
Fiera Capital (Canada)
Quebec, Canada
$41M +$42.9K +372 +0.1%
GL
173
Graypoint LLC
New York
$41M +$786K +6,826 +2%
ACM
174
Arcataur Capital Management
Wisconsin
$40.9M -$203K -1,762 -0.5%
BP
175
Ballentine Partners
Massachusetts
$40.6M +$2.38M +20,685 +6%
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7
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