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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 %
BDFN
2126
Bond & Devick Financial Network
Minnesota
$320K – – –
ML
2127
Mayport LLC
Massachusetts
$319K +$319K +2,771 New
GL
2128
Gerber LLC
Ohio
$316K – – –
RIL
2129
Rothschild Investment LLC
Illinois
$315K – – –
CFGW
2130
Chancellor Financial Group WB
Pennsylvania
$315K +$315K +2,734 New
PAA
2131
Peregrine Asset Advisers
Oregon
$315K -$8.41K -73 -3%
AA
2132
ArborFi Advisors
Michigan
$315K +$315K +2,732 New
BWA
2133
Blodgett Wealth Advisors
California
$313K +$31.7K +275 +11%
SFG
2134
SNS Financial Group
Minnesota
$312K -$27.1K -235 -8%
RFA
2135
Rollins Financial Advisors
New York
$312K +$5.76K +50 +2%
SCM
2136
Seascape Capital Management
New Hampshire
$312K – – –
DWM
2137
Dopkins Wealth Management
New York
$311K +$311K +2,701 New
HAS
2138
Holland Advisory Services
Florida
$311K +$461 +4 +0.1%
BCMLT
2139
Beacon Capital Management LLC (Tennessee)
Tennessee
$310K +$461 +4 +0.1%
KWM
2140
Kaydan Wealth Management
Michigan
$310K +$16.6K +144 +6%
CF
2141
Claris Financial
Virginia
$308K +$308K +2,678 New
IWC
2142
Infinity Wealth Counsel
Ohio
$308K +$308K +2,677 New
HIF
2143
Hill Island Financial
Michigan
$308K +$2.42K +21 +0.8%
CAG
2144
Curtis Advisory Group
California
$308K -$22.4K -194 -7%
VAM
2145
Verity Asset Management
North Carolina
$308K -$371K -11,735 -55%
KCM
2146
Kendall Capital Management
Maryland
$308K +$308K +2,669 New
SJGA
2147
Stephen J. Garry & Associates
New York
$307K +$11.5K +100 +4%
CWP
2148
Core Wealth Partners
California
$307K – – –
PA
2149
Parkside Advisors
California
$307K – – –
GWSG
2150
GPS Wealth Strategies Group
Colorado
$306K +$15.4K +134 +5%
84 85
86
87 88