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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 %
KA
1926
Kooman & Associates
Pennsylvania
$465K +$461 +4 +0.1%
BFA
1927
Buttonwood Financial Advisors
Maryland
$465K -$28.3K -246 -6%
MFG
1928
Mosaic Financial Group
Illinois
$464K +$1.61K +14 +0.3%
PSA
1929
Plum Street Advisors
Louisiana
$462K -$16.6K -144 -3%
WCM
1930
Weaver Capital Management
Georgia
$462K -$8.99K -78 -2%
SAM
1931
S.A. Mason
Michigan
$462K +$461 +4 +0.1%
LG
1932
LAM Group
Oregon
$461K – – –
TIAM2
1933
Tru Independence Asset Management 2
Oregon
$461K +$35.8K +311 +8%
SCA
1934
Stonebridge Capital Advisors
Minnesota
$458K +$5.65K +49 +1%
WMA
1935
West Michigan Advisors
Michigan
$455K -$17.5K -152 -4%
LF
1936
Lantz Financial
Illinois
$454K -$1.27K -11 -0.3%
DSC
1937
Duncker Streett & Co
Missouri
$452K +$8.53K +74 +2%
TA
1938
TruWealth Advisors
Louisiana
$451K – – –
DIA
1939
Davidson Investment Advisors
Montana
$451K +$451K +3,916 New
WTB
1940
Washington Trust Bank
Washington
$451K +$11.4K +99 +3%
IIC
1941
Ironwood Investment Counsel
Arizona
$450K +$2.88K +25 +0.6%
AA
1942
Aufman Associates
Pennsylvania
$450K +$2.54K +22 +0.6%
FA
1943
Fermata Advisors
California
$450K -$36.2K -314 -7%
D
1944
Dentgroup
Louisiana
$449K -$3.23K -28 -0.7%
AWM
1945
Activest Wealth Management
Florida
$448K +$337K +2,925 +303%
LF
1946
LifeSteps Financial
California
$446K -$70.7K -614 -14%
LC
1947
Lavaca Capital
Texas
$445K +$445K +3,864 New
TCM
1948
Tassel Capital Management
North Carolina
$445K +$445K +3,861 New
PFM
1949
Potomac Fund Management
Florida
$442K +$442K +3,839 New
ACM
1950
Argent Capital Management
Missouri
$441K -$41.6K -361 -9%
76 77
78
79 80