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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 %
PMG
2001
Private Management Group
California
$400K -$15.7K -136 -4%
SFSG
2002
Sound Financial Strategies Group
Mississippi
$399K -$46.1K -400 -10%
MSRPS
2003
Maryland State Retirement & Pension System
Maryland
$398K -$703K -6,102 -64%
MWP
2004
MYCIO Wealth Partners
Pennsylvania
$396K +$396K +3,440 New
IWN
2005
Independent Wealth Network
Iowa
$396K -$10.5K -91 -3%
LWA
2006
Lifelong Wealth Advisors
Minnesota
$396K +$396K +3,436 New
CWP
2007
Concord Wealth Partners
Virginia
$395K -$36.6K -318 -8%
WAG
2008
Winthrop Advisory Group
Massachusetts
$395K -$10.1K -88 -3%
CP
2009
Clarendon Private
Massachusetts
$394K +$394K +3,419 New
HCMT
2010
Highland Capital Management (Tennessee)
Tennessee
$394K +$34K +295 +9%
FWI
2011
Facet Wealth Inc
Maryland
$393K -$179K -1,532 -31%
NFG
2012
Nadler Financial Group
Illinois
$392K – – –
T
2013
Tableaux
Massachusetts
$392K +$392K +3,404 New
DWA
2014
Douglass Winthrop Advisors
New York
$392K +$32.1K +279 +9%
LFA
2015
Legacy Financial Advisors
Kentucky
$392K -$85.6K -743 -18%
KB
2016
Kimelman & Baird
New York
$392K – – –
EWM
2017
Elevatus Welath Management
New York
$391K -$18.6K -161 -5%
FAG
2018
Fortitude Advisory Group
Washington
$391K +$1.38K +12 +0.4%
PCM
2019
Poehling Capital Management
Wisconsin
$391K – – –
HCC
2020
Hirtle Callaghan & Co
Pennsylvania
$390K +$38.6K +335 +11%
CA
2021
CGN Advisors
Kansas
$389K +$128K +1,115 +49%
WWP
2022
WR Wealth Planners
Missouri
$389K -$64.6K -561 -14%
HDIM
2023
Hanson & Doremus Investment Management
Vermont
$388K +$21.3K +185 +6%
PWMG
2024
Private Wealth Management Group
New Jersey
$386K – – –
DWP
2025
Daymark Wealth Partners
Ohio
$386K -$15.2K -132 -4%
79 80
81
82 83