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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 %
FG
2176
Fairman Group
Pennsylvania
$289K +$2.42K +21 +0.8%
WRPWM
2177
Werba Rubin Papier Wealth Management
California
$288K +$576 +5 +0.2%
BWM
2178
BCGM Wealth Management
Indiana
$287K +$8.53K +74 +3%
HB
2179
HTLF Bank
Colorado
$287K +$3.11K +27 +1%
GC
2180
GFG Capital
Florida
$286K -$5.07K -44 -2%
CPW
2181
Cove Private Wealth
New York
$286K +$286K +2,485 New
DLCIG
2182
D.L. Carlson Investment Group
New Hampshire
$286K – – –
AIC
2183
Allodium Investment Consultants
Minnesota
$286K +$286K +2,479 New
CWM
2184
Collaborative Wealth Management
Florida
$285K -$12K -104 -4%
AWM
2185
Aprio Wealth Management
Georgia
$285K +$58K +503 +26%
FYW
2186
Future You Wealth
New York
$285K +$285K +2,472 New
DHC
2187
Drum Hill Capital
Connecticut
$284K +$284K +2,465 New
FWM
2188
Foguth Wealth Management
Michigan
$283K +$283K +2,380 New
MHR
2189
Matthew Hamilton Rosenberg
$283K +$32.4K +281 +13%
CRI
2190
Colonial River Investments
Virginia
$282K +$14.1K +122 +5%
WCG
2191
Weaver Consulting Group
California
$282K +$26.2K +227 +10%
AWM
2192
Aries Wealth Management
Maine
$282K – – –
AWM
2193
Avondale Wealth Management
Texas
$281K -$282K -2,450 -50%
SWM
2194
Sugarloaf Wealth Management
Georgia
$281K -$18.8K -163 -6%
NHC
2195
Nicholas Hoffman & Company
Georgia
$281K +$115 +1 +0%
PAWA
2196
Palo Alto Wealth Advisors
California
$280K +$230 +2 +0.1%
AC
2197
AlphaCore Capital
California
$280K +$83.3K +723 +42%
MW
2198
Members Wealth
Pennsylvania
$279K +$279K +2,417 New
CAM
2199
Clark Asset Management
New Hampshire
$279K -$35.8K -311 -11%
MPW
2200
Monterey Private Wealth
California
$279K -$93.5K -811 -25%
86 87
88
89 90