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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,597 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, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% 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
801
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
$4.39B
2
LPL Financial
LPL Financial
California
$1.8B
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.6B
4
Bank of America
Bank of America
North Carolina
$3.69B
5
Wells Fargo
Wells Fargo
California
$1.98B

Top Sellers

1
ECG
Edge Capital Group
Georgia
$27.3M
2
CAM
Cresset Asset Management
Illinois
$421M
3
HNB
Huntington National Bank
Ohio
$222M
4
IAIM
International Assets Investment Management
Florida
$1.37M
5
DWM
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Abound Wealth Management
Tennessee
$40.4M +$1.97M +17,064 +5%
AWM
177
Axxcess Wealth Management
California
$40.4M -$1.28M -11,081 -3%
SWM
178
SilverOak Wealth Management
Minnesota
$40.2M +$1.81M +15,747 +5%
AIA
179
Ally Invest Advisors
North Carolina
$39.4M +$1.35M +11,704 +4%
FAM
180
Frontier Asset Management
Wyoming
$39.3M -$3.38M -29,344 -8%
LI
181
LVZ Inc
Michigan
$39.3M -$1.88M -16,357 -5%
FBB
182
Fulton Breakefield Broenniman
Maryland
$38.9M +$317K +2,751 +0.8%
CAAS
183
Capital Asset Advisory Services
Michigan
$38.8M +$740K +6,369 +2%
Lazard Asset Management
184
Lazard Asset Management
New York
$38.7M -$219K -1,904 -0.6%
NW
185
NewEdge Wealth
Pennsylvania
$38.6M +$8.98M +77,978 +30%
JIC
186
Johnson Investment Counsel
Ohio
$37.9M +$2M +17,397 +6%
PS
187
Principal Securities
Iowa
$37.7M +$3.64M +31,613 +11%
AFG
188
Albion Financial Group
Utah
$37.7M -$474K -4,114 -1%
SWP
189
Sagespring Wealth Partners
Tennessee
$37.7M +$37.7M +326,853 New
NYLIM
190
New York Life Investment Management
New York
$37.5M +$12.6M +109,390 +51%
William Blair & Company
191
William Blair & Company
Illinois
$37.4M +$2.61M +22,629 +8%
SC
192
Savant Capital
Illinois
$37.3M -$2.91M -25,225 -7%
GRP
193
Global Retirement Partners
California
$37M +$1.89M +16,424 +5%
SILC
194
Starr Indemnity & Liability Company
New York
$36.9M +$36.9M +320,409 New
CFO
195
Colony Family Offices
North Carolina
$36.7M +$215K +1,866 +0.6%
CCFCSB
196
Cape Cod Five Cents Savings Bank
Massachusetts
$36.2M – – –
MW
197
Marcum Wealth
Ohio
$35.8M +$1.43M +12,409 +4%
MFG
198
Magnus Financial Group
New York
$35.8M +$687K +5,959 +2%
FFA
199
Fi3 Financial Advisors
Indiana
$35.7M -$56.1K -487 -0.2%
MCM
200
Maple Capital Management
Vermont
$35.6M +$1.59M +13,830 +5%
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