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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 %
GIA
1951
Guyasuta Investment Advisors
Pennsylvania
$440K +$1.38K +12 +0.3%
AF
1952
Alerus Financial
North Dakota
$437K +$2.77K +24 +0.6%
PAMG
1953
Patton Albertson Miller Group
Tennessee
$435K +$30.5K +265 +8%
VT
1954
Vise Technologies
New York
$434K +$434K +3,767 New
SBWIC
1955
Schaper Benz & Wise Investment Counsel
Wisconsin
$433K – – –
C1AG
1956
Client 1st Advisory Group
Florida
$433K -$34.9K -303 -7%
AWAG
1957
ARS Wealth Advisors Group
Florida
$433K -$1.27K -11 -0.3%
FFM
1958
Forum Financial Management
Illinois
$432K +$127K +1,100 +42%
RAM
1959
Redmond Asset Management
Virginia
$431K +$23.5K +204 +6%
T. Rowe Price Associates
1960
T. Rowe Price Associates
Maryland
$430K -$99.5K -862 -19%
CFP
1961
Cascade Financial Partners
California
$430K +$15.2K +132 +4%
BONH
1962
Bank of New Hampshire
New Hampshire
$429K +$10.1K +88 +2%
PFA
1963
Portland Financial Advisors
New York
$429K +$429K +3,721 New
ACI
1964
Alpha Cubed Investments
California
$428K -$33.3K -289 -7%
HPA
1965
High Probability Advisors
New York
$427K -$16.2K -141 -4%
GI
1966
GLOBALT Investments
Georgia
$425K – – –
RDIA
1967
RE Dickinson Investment Advisors
Iowa
$425K – – –
First Trust Advisors
1968
First Trust Advisors
Illinois
$425K +$425K +3,688 New
CWA
1969
Crux Wealth Advisors
California
$425K +$425K +3,687 New
SC
1970
Soundwatch Capital
Connecticut
$423K +$100K +872 +31%
ST
1971
Sentinel Trust
Texas
$423K -$5.99K -52 -1%
FDCP
1972
Foster Dykema Cabot & Partners
Massachusetts
$422K – – –
SAM
1973
Seelaus Asset Management
New Jersey
$420K -$27.5K -239 -6%
JWS
1974
Juncture Wealth Strategies
Arizona
$420K +$43.7K +379 +12%
NCM
1975
NCM Capital Management
New Jersey
$419K -$5.76K -50 -1%
77 78
79
80 81