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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 %
DWM
1826
DKM Wealth Management
California
$558K +$558K +4,840 New
VCM
1827
Vivaldi Capital Management
Illinois
$556K -$81.2K -684 -13%
PIA
1828
Powell Investment Advisors
Florida
$556K +$5.42K +47 +1%
WFA
1829
WMG Financial Advisors
Tennessee
$554K – – –
PP
1830
Postrock Partners
Oregon
$553K +$553K +4,800 New
GPWM
1831
Grant Private Wealth Management
California
$553K +$553K +4,798 New
AA
1832
Argent Advisors
Louisiana
$551K -$207K -1,799 -27%
BWA
1833
Bordeaux Wealth Advisors
California
$551K – – –
SIC
1834
Salem Investment Counselors
North Carolina
$550K +$5.3K +46 +1%
ZI
1835
ZEGA Investments
Florida
$550K +$550K +4,616 New
DKCM
1836
Davidson Kahn Capital Management
California
$549K +$549K +4,767 New
CPA
1837
Clear Point Advisors
New York
$548K +$7.49K +65 +1%
WFA
1838
Wells Financial Advisors
Massachusetts
$547K -$8.41K -73 -2%
ARC
1839
Advisor Resource Council
Texas
$547K +$547K +4,747 New
FG
1840
Foster Group
Iowa
$546K -$557K -4,834 -50%
CMP
1841
Courage Miller Partners
Virginia
$546K -$1.04K -9 -0.2%
FL
1842
FreeGulliver LLC
Louisiana
$545K +$66.1K +574 +14%
BB
1843
Berkshire Bank
Massachusetts
$542K – – –
RZH
1844
Relyea Zuckerberg Hanson
Connecticut
$541K -$8.99K -78 -2%
FFA
1845
Founders Financial Alliance
North Carolina
$541K +$10.5K +91 +2%
RPCA
1846
Running Point Capital Advisors
California
$541K +$213K +1,845 +65%
RA
1847
Ruggaard & Associates
Ohio
$539K -$18.8K -163 -3%
COCM
1848
Charter Oak Capital Management
New Hampshire
$538K -$70.8K -614 -12%
SC
1849
Sierra Capital
Florida
$536K – – –
JHCP
1850
Jackson Hole Capital Partners
Oklahoma
$535K -$23.4K -203 -4%
72 73
74
75 76