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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 %
LWM
1726
Liberty Wealth Management
California
$677K +$2.19K +19 +0.3%
EWA
1727
ERTS Wealth Advisors
Michigan
$677K -$210K -1,822 -24%
FNBTCON
1728
First National Bank & Trust Co of Newtown
Pennsylvania
$676K -$2.88K -25 -0.4%
AWA
1729
Alta Wealth Advisors
Massachusetts
$674K +$46.1K +400 +7%
CPA
1730
Capital Planning Advisors
California
$674K -$76.5K -664 -10%
KA
1731
Kearns & Associates
California
$669K – – –
HCA
1732
Horan Capital Advisors
Ohio
$668K – – –
CMI
1733
Clare Market Investments
Texas
$666K -$42.3K -367 -6%
WPW
1734
Watershed Private Wealth
Illinois
$666K -$118K -1,022 -15%
AAMA
1735
Advanced Asset Management Advisors
Ohio
$666K – – –
HFW
1736
Horizon Family Wealth
Illinois
$666K -$2.61M -22,672 -80%
TPI
1737
Trust Point Inc
Wisconsin
$666K -$84K -729 -11%
LWM
1738
Lakeridge Wealth Management
Ohio
$664K +$7.84K +68 +1%
MCM
1739
McRae Capital Management
New Jersey
$661K -$12.8K -111 -2%
ICM
1740
IMS Capital Management
Oregon
$659K -$5.53K -48 -0.8%
JCM
1741
Janney Capital Management
Pennsylvania
$659K -$22.6K -196 -3%
GJIA
1742
Glass Jacobson Investment Advisors
Maryland
$657K -$5.19K -45 -0.8%
AA
1743
Advisory Alpha
Michigan
$657K +$44.6K +387 +7%
Deutsche Bank
1744
Deutsche Bank
Germany
$656K -$165K -1,431 -20%
FAM
1745
Formidable Asset Management
Ohio
$654K +$179K +1,554 +38%
SCM
1746
Sterling Capital Management
North Carolina
$654K -$967K -8,392 -60%
GHAM
1747
Gilman Hill Asset Management
Connecticut
$654K – – –
AIS
1748
American Investment Services
Massachusetts
$653K -$51.5K -447 -7%
SWM
1749
Sendero Wealth Management
Texas
$653K -$7.37K -64 -1%
AAM
1750
Ameraudi Asset Management
New York
$653K – – –
68 69
70
71 72