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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 %
BFA
1751
Beacon Financial Advisory
Ohio
$652K +$15.6K +135 +2%
SWM
1752
Silverlake Wealth Management
Vermont
$650K +$116K +1,007 +22%
TFA
1753
Tranquilli Financial Advisor
New Jersey
$649K +$231K +2,002 +55%
CIBC Asset Management
1754
CIBC Asset Management
Ontario, Canada
$649K -$1.15K -10 -0.2%
PCA
1755
Prosperity Capital Advisors
Ohio
$649K -$247K -2,145 -28%
TFGT
1756
TS Financial Group (TSFG)
Illinois
$649K -$70.3K -610 -10%
LCM
1757
Lazari Capital Management
California
$646K -$8.87K -77 -1%
RWP
1758
Ridgeline Wealth Planning
Ohio
$645K +$645K +5,598 New
FFP
1759
FourThought Financial Partners
Florida
$644K +$170K +1,474 +36%
WAL
1760
W Advisors LLC
Tennessee
$643K -$4.72K -41 -0.7%
RRWA
1761
Rainey & Randall Wealth Advisors
Florida
$643K +$7.03K +61 +1%
TVAMP
1762
Tennessee Valley Asset Management Partners
Tennessee
$641K -$133K -1,153 -17%
MW
1763
Maia Wealth
Colorado
$640K +$26.8K +226 +4%
AAMC
1764
Asset Allocation & Management Company
Illinois
$638K – – –
SEEDPG
1765
S.E.E.D. Planning Group
New York
$638K +$3.23K +28 +0.5%
DWM
1766
Daner Wealth Management
Georgia
$633K +$633K +5,300 New
FNA
1767
First National Advisers
Nebraska
$633K -$22.6K -196 -3%
SAM
1768
SP Asset Management
California
$632K +$461 +4 +0.1%
SAF
1769
Smith Anglin Financial
Texas
$632K +$50.1K +435 +9%
BC
1770
Bowman & Company
Wisconsin
$632K +$88.9K +772 +16%
FM
1771
Family Management
New York
$629K +$5.53K +48 +0.9%
FPL
1772
Fortress Private Ledger
North Carolina
$626K +$626K +5,435 New
CTWM
1773
Cherry Tree Wealth Management
Minnesota
$626K +$99.9K +867 +19%
LSA
1774
Lion Street Advisors
Texas
$625K +$23.7K +206 +4%
NSIM
1775
North Star Investment Management
Illinois
$622K +$15K +130 +2%
69 70
71
72 73