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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 %
SL
2076
Sentry LLC
Tennessee
$352K -$63.7K -553 -15%
LWM
2077
LongView Wealth Management
Georgia
$351K -$47.3K -411 -12%
GSIAS
2078
Garden State Investment Advisory Services
New Jersey
$351K -$1.62K -14 -0.5%
GIA
2079
Goodwin Investment Advisory
Georgia
$351K -$23.3K -202 -6%
SEP
2080
Southland Equity Partners
Missouri
$348K +$691 +6 +0.2%
KC
2081
Knuff & Co
California
$348K +$348K +3,021 New
TAM
2082
Tucker Asset Management
Colorado
$348K +$88.1K +765 +34%
MPI
2083
Mairs & Power Inc
Minnesota
$347K – – –
SAM
2084
Selway Asset Management
$346K – – –
FEG
2085
Fund Evaluation Group
Ohio
$346K +$346K +2,999 New
AGP
2086
Aspire Growth Partners
Florida
$345K +$345K +2,996 New
Fayez Sarofim & Co
2087
Fayez Sarofim & Co
Texas
$345K – – –
SHGA
2088
Sand Hill Global Advisors
California
$345K +$53.2K +462 +18%
DP
2089
DDD Partners
Washington
$345K +$4.03K +35 +1%
UAS
2090
United Asset Strategies
New York
$345K +$79.5K +690 +30%
NG
2091
Norden Group
Utah
$345K -$346 -3 -0.1%
SWMP
2092
Signature Wealth Management Partners
New Jersey
$343K +$40.2K +349 +13%
MAMG
2093
Milestone Asset Management Group
Connecticut
$343K +$343K +2,973 New
NIWA
2094
New Insight Wealth Advisors
California
$342K -$18K -156 -5%
CCA
2095
Clarity Capital Advisors
Florida
$342K +$3.34K +29 +1%
TWA
2096
TCI Wealth Advisors
Arizona
$341K -$17.6K -153 -5%
WIC
2097
Woodmont Investment Counsel
Tennessee
$340K – – –
BL
2098
BFSG LLC
California
$339K – – –
HFO
2099
Heritage Family Offices
Arizona
$338K +$346 +3 +0.1%
PWS
2100
Peterson Wealth Services
Utah
$338K -$8.18K -71 -2%
82 83
84
85 86