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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 %
FMTC
1801
Farmers & Merchants Trust Company
California
$588K -$23K -200 -4%
MSWMA
1802
Market Street Wealth Management Advisors
Indiana
$587K – – –
SMG
1803
Smart Money Group
Texas
$586K +$70.1K +608 +14%
AT
1804
Arlington Trust
Alabama
$585K – – –
SAW
1805
Signal Advisors Wealth
Michigan
$584K +$222K +1,924 +61%
PI
1806
Parkside Investments
Illinois
$582K -$184K -1,600 -24%
RB
1807
Renasant Bank
Mississippi
$581K -$541K -4,697 -48%
HWA
1808
Heartwood Wealth Advisors
Virginia
$579K +$8.64K +75 +2%
CIAS
1809
CBIZ Investment Advisory Services
Ohio
$576K +$1.15K +10 +0.2%
JC
1810
JB Capital
Connecticut
$575K +$65.7K +570 +13%
BCA
1811
Ballentine Capital Advisors
South Carolina
$575K -$13.9K -121 -2%
GHA
1812
GW Henssler & Associates
Georgia
$573K – – –
1CP
1813
17 Capital Partners
Arizona
$571K +$77K +668 +16%
LOPW
1814
Live Oak Private Wealth
North Carolina
$571K -$5.53K -48 -1%
VCP
1815
Vista Capital Partners
Oregon
$571K -$63.4K -550 -10%
BWP
1816
BSW Wealth Partners
Colorado
$569K – – –
SAM
1817
Strive Asset Management
Ohio
$568K +$568K +4,934 New
CAM
1818
Costello Asset Management
Pennsylvania
$567K -$4.49K -39 -0.8%
MSG
1819
Main Street Group
Virginia
$566K +$60.7K +527 +12%
LRIA
1820
Leonard Rickey Investment Advisors
Washington
$566K -$4.49K -39 -0.8%
PA
1821
PSI Advisors
Florida
$566K -$27.5K -239 -5%
HP
1822
Holistic Planning
Texas
$565K +$65.6K +569 +13%
FF
1823
Finley Financial
Nevada
$564K +$564K +4,820 New
SIM
1824
Studio Investment Management
Illinois
$564K -$51.5K -447 -8%
LIM
1825
Loudon Investment Management
New Hampshire
$563K +$31.1K +270 +6%
71 72
73
74 75