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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 %
FAM
2201
Flaharty Asset Management
Florida
$278K +$265K +2,300 +2,018%
MPW
2202
MGO Private Wealth
California
$277K -$143K -1,238 -34%
GFA
2203
Gallagher Fiduciary Advisors
Illinois
$277K +$15.2K +132 +6%
RA
2204
Rockingstone Advisors
Massachusetts
$277K +$277K +2,405 New
CK
2205
Cohen Klingenstein
New York
$277K – – –
TGCMU
2206
Titan Global Capital Management USA
New York
$276K +$276K +2,399 New
BOSSRA
2207
B.O.S.S. Retirement Advisors
Utah
$275K +$275K +2,391 New
DI
2208
DDFG Inc
California
$275K +$4.73K +41 +2%
TW
2209
Towerpoint Wealth
California
$275K -$6.68K -58 -2%
IAG
2210
Investmark Advisory Group
Connecticut
$275K +$2.65K +23 +1%
SCA
2211
Stillwater Capital Advisors
Pennsylvania
$274K -$3.34K -29 -1%
4WM
2212
4J Wealth Management
Virginia
$273K +$5.3K +46 +2%
SCM
2213
Schnieders Capital Management
California
$272K -$489K -4,247 -64%
FLA
2214
Financial Life Advisors
Texas
$272K -$53K -460 -16%
WB
2215
West Bancorporation
Iowa
$271K -$2.88K -25 -1%
HPBT
2216
Hickory Point Bank & Trust
Illinois
$271K +$271K +2,353 New
SO
2217
Sierra Ocean
California
$271K +$271K +2,351 New
CSB
2218
City State Bank
Iowa
$270K +$1.15K +10 +0.4%
GLA
2219
Great Lakes Advisors
Illinois
$269K +$48.9K +424 +22%
HIGP
2220
Hill Investment Group Partners
Missouri
$269K +$269K +2,333 New
AWM
2221
Aberdeen Wealth Management
Illinois
$268K – – –
SWA
2222
SFMG Wealth Advisors
Texas
$268K +$115 +1 +0%
SFP
2223
Sandbox Financial Partners
Maryland
$268K +$1.73K +15 +0.7%
BWP
2224
Baldwin Wealth Partners
Massachusetts
$267K +$37.4K +325 +16%
NWA
2225
New World Advisors
Massachusetts
$267K +$36.6K +318 +16%
87 88
89
90 91