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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 %
VWM
1976
Vermillion Wealth Management
Minnesota
$417K +$417K +3,623 New
WAG
1977
Wiser Advisor Group
Arizona
$417K +$3.92K +34 +0.9%
TAM
1978
TCP Asset Management
Ohio
$416K -$49.9K -433 -11%
TSMHT
1979
Thurston Springer Miller Herd & Titak
Indiana
$415K +$28.2K +245 +7%
OWA
1980
Octavia Wealth Advisors
Ohio
$414K -$346 -3 -0.1%
BBPWM
1981
Blue Bell Private Wealth Management
Pennsylvania
$414K +$23.2K +201 +6%
KIA
1982
KCM Investment Advisors
California
$411K +$19.9K +173 +5%
LA
1983
LexAurum Advisors
Kansas
$410K -$18.9K -164 -4%
COFSG
1984
Carbahal Olsen Financial Services Group
California
$409K +$409K +3,554 New
CWP
1985
CFM Wealth Partners
Texas
$409K – – –
FCA
1986
Fortis Capital Advisors
Kansas
$409K -$1.03M -8,881 -72%
GWM
1987
GDS Wealth Management
Texas
$409K +$45.2K +392 +12%
HWM
1988
Howard Wealth Management
Connecticut
$408K – – –
AWA
1989
Archvest Wealth Advisors
California
$408K -$42.4K -368 -9%
HFM
1990
Hartford Financial Management
Connecticut
$407K +$6.34K +55 +2%
CFO
1991
Collective Family Office
Pennsylvania
$405K -$1.73K -15 -0.4%
SAM
1992
Strategy Asset Managers
California
$404K -$23.3K -202 -5%
PFA
1993
Petra Financial Advisors
Colorado
$403K +$115 +1 +0%
WQ
1994
Wealth Quarterback
New Jersey
$403K -$24K -208 -6%
NA
1995
Nautilus Advisors
California
$402K +$402K +3,490 New
DWM
1996
Diversify Wealth Management
Utah
$401K +$70.2K +621 +21%
RLWM
1997
RF&L Wealth Management
Massachusetts
$401K – – –
EFN
1998
Equita Financial Network
Pennsylvania
$401K +$64.4K +559 +19%
DF
1999
Dunhill Financial
United Kingdom
$400K +$37.8K +328 +10%
HFA
2000
High Falls Advisors
New York
$400K -$81.4K -706 -17%
78 79
80
81 82