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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 %
PWM
2026
Penobscot Wealth Management
Maine
$386K +$6K +52 +2%
SSWM
2027
Smith Salley Wealth Management
North Carolina
$385K +$115 +1 +0%
FM
2028
Foster & Motley
Ohio
$384K +$691 +6 +0.2%
SMAM
2029
Sugar Maple Asset Management
Wisconsin
$382K -$153K -1,324 -29%
SCM
2030
Sage Capital Management
New Jersey
$381K +$2.3K +20 +0.6%
CHAM
2031
Clear Harbor Asset Management
Connecticut
$381K +$10.4K +90 +3%
EHC
2032
Everett Harris & Co
California
$380K – – –
RCM
2033
RMR Capital Management
California
$377K +$21.9K +190 +6%
CNBT
2034
Canandaigua National Bank & Trust
New York
$377K +$38.7K +336 +11%
KWM
2035
KFG Wealth Management
Indiana
$377K -$3.13M -27,155 -89%
FRA
2036
Frank Rimerman Advisors
California
$376K – – –
WHCFA
2037
William Howard & Co Financial Advisors
Tennessee
$376K +$115 +1 +0%
OC
2038
Oarsman Capital
Wisconsin
$375K -$131K -1,133 -26%
SWM
2039
Segment Wealth Management
Texas
$375K – – –
FCIM
2040
Fairview Capital Investment Management
California
$375K – – –
FC
2041
Forte Capital
New York
$373K +$7.26K +63 +2%
SWTS
2042
Stonehaven Wealth & Tax Solutions
Wisconsin
$373K +$373K +3,233 New
AAP
2043
Arax Advisory Partners
Colorado
$372K +$33.2K +288 +10%
TRIA
2044
Trail Ridge Investment Advisors
Colorado
$372K – – –
TB
2045
Terril Brothers
Missouri
$371K +$89.3K +775 +32%
BWMG
2046
Barnes Wealth Management Group
California
$370K +$370K +3,215 New
SIM
2047
Sterling Investment Management
Arizona
$370K +$370K +3,215 New
GWS
2048
Glassman Wealth Services
Virginia
$367K -$15.4K -134 -4%
PWS
2049
Peloton Wealth Strategists
Indiana
$366K +$11.5K +100 +3%
GVCM
2050
Global View Capital Management
Wisconsin
$366K +$366K +3,180 New
80 81
82
83 84