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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 %
SIM
2101
Synergy Investment Management
Florida
$337K +$337K +2,928 New
ECA
2102
Elevated Capital Advisors
Utah
$337K +$230 +2 +0.1%
BMM
2103
Buffington Mohr McNeal
Idaho
$337K – – –
CCA
2104
Checchi Capital Advisers
California
$335K – – –
PS
2105
Pinney & Scofield
Massachusetts
$335K +$335K +2,904 New
BWP
2106
Balboa Wealth Partners
Arizona
$334K +$334K +2,901 New
AFAS
2107
Acorn Financial Advisory Services
Virginia
$332K +$115 +1 +0%
IIL
2108
Insight Inv LLC
California
$331K +$321K +2,784 +3,026%
TCWM
2109
Total Clarity Wealth Management
Illinois
$331K -$1.04K -9 -0.3%
CCG
2110
Catalina Capital Group
California
$331K -$1.61K -14 -0.5%
GAG
2111
GM Advisory Group
New York
$330K +$31.1K +270 +10%
NCG
2112
Newport Capital Group
New Jersey
$330K -$5.99K -52 -2%
PCMK
2113
Paragon Capital Management (Kansas)
Kansas
$329K – – –
PIFP
2114
Partners in Financial Planning
Virginia
$329K -$22.6K -196 -6%
MMHP
2115
Murphy Middleton Hinkle & Parker
Georgia
$328K +$5.88K +51 +2%
PWM
2116
Palumbo Wealth Management
New York
$328K +$2.19K +19 +0.7%
AFP
2117
Ausdal Financial Partners
Iowa
$328K +$807 +7 +0.2%
WB
2118
Webster Bank
Connecticut
$327K -$27.7K -240 -8%
CFA
2119
Capstone Financial Advisors
Illinois
$327K +$2.77K +24 +0.9%
IFWM
2120
Institute for Wealth Management
Colorado
$325K +$3.34K +29 +1%
CAMG
2121
CWA Asset Management Group
Florida
$325K +$26.5K +230 +9%
MAG
2122
M3 Advisory Group
Massachusetts
$324K +$115 +1 +0%
EP
2123
EPIQ Partners
Minnesota
$323K -$325K -2,822 -50%
EFH
2124
Eaton Financial Holdings
Florida
$322K -$6.31M -54,728 -95%
WAG
2125
Wallace Advisory Group
California
$320K – – –
83 84
85
86 87