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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 %
WP
1851
WealthPLAN Partners
Nebraska
$533K +$55.5K +482 +12%
PWA
1852
Primoris Wealth Advisors
Florida
$533K +$576 +5 +0.1%
TNB
1853
Thomasville National Bank
Georgia
$531K -$19.1K -166 -3%
FP
1854
Financial Perspectives
Minnesota
$530K +$30.2K +262 +6%
TA
1855
TFB Advisors
Kansas
$530K +$33.5K +291 +7%
LFRG
1856
Lazard Frères Gestion
France
$530K – – –
BPC
1857
Banque Pictet & Cie
Switzerland
$530K – – –
FFG
1858
Foundry Financial Group
New Hampshire
$528K – – –
FC
1859
Financial Council
Maryland
$527K – – –
DA
1860
Doliver Advisors
Texas
$527K -$12.7K -110 -2%
BCM
1861
BTC Capital Management
Iowa
$526K -$6.8K -59 -1%
PFG
1862
Pinnacle Financial Group
Illinois
$524K +$28.3K +246 +6%
WMWM
1863
Wilkins Miller Wealth Management
Alabama
$522K +$522K +4,534 New
TC
1864
Trust Company
Kansas
$520K -$104K -900 -17%
BF
1865
Bonfire Financial
Colorado
$520K +$520K +4,513 New
OWP
1866
ORG Wealth Partners
Texas
$520K +$62.8K +545 +14%
SWM
1867
Sterling Wealth Management
Illinois
$519K -$25.9K -225 -5%
BWM
1868
BigSur Wealth Management
Florida
$518K – – –
TC
1869
Truvestments Capital
Florida
$514K +$37.7K +327 +8%
WPP
1870
Whalerock Point Partners
Rhode Island
$513K +$230 +2 +0%
HCMG
1871
Howard Capital Management Group
California
$513K -$25.8K -224 -5%
AP
1872
Appleton Partners
Massachusetts
$512K +$36.6K +317 +8%
UBP
1873
Union Bancaire Privee
Switzerland
$512K +$512K +4,452 New
XT
1874
XTX Topco
Cayman Islands
$511K +$511K +4,437 New
CCT
1875
Capital City Trust
Florida
$509K – – –
73 74
75
76 77