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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,597 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, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% 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
801
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
$4.39B
2
LPL Financial
LPL Financial
California
$1.8B
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.6B
4
Bank of America
Bank of America
North Carolina
$3.69B
5
Wells Fargo
Wells Fargo
California
$1.98B

Top Sellers

1
ECG
Edge Capital Group
Georgia
$27.3M
2
CAM
Cresset Asset Management
Illinois
$421M
3
HNB
Huntington National Bank
Ohio
$222M
4
IAIM
International Assets Investment Management
Florida
$1.37M
5
DWM
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Planning Alternatives
Michigan
$35.5M +$243K +2,113 +0.7%
ERWM
202
Elk River Wealth Management
Colorado
$35.4M +$461K +4,002 +1%
JWA
203
JFS Wealth Advisors
Pennsylvania
$35.4M +$1.07M +9,279 +3%
NSLI
204
Nan Shan Life Insurance
Taiwan
$35.3M +$12.1M +105,026 +52%
FTWA
205
Fifth Third Wealth Advisors
Ohio
$35.1M +$5.16M +44,766 +17%
OC
206
Oppenheimer & Co
New York
$34.4M +$1.34M +11,594 +4%
ASN
207
Advisory Services Network
Georgia
$34.4M +$5.73M +49,719 +20%
PPA
208
Painted Porch Advisors
California
$34.1M +$12.1M +104,749 +55%
MA
209
MCF Advisors
Kentucky
$34.1M -$1.5M -13,007 -4%
QCG
210
Quadrant Capital Group
Ohio
$34.1M +$1.92M +16,630 +6%
Lido Advisors
211
Lido Advisors
California
$33.1M +$17.4M +150,665 +110%
CCWA
212
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.8M -$1.79M -15,528 -5%
AWA
213
Amplius Wealth Advisors
Pennsylvania
$32.6M -$280K -2,431 -0.9%
FMC
214
First Merchants Corp
Indiana
$32.4M -$1.04M -8,995 -3%
FA
215
Fountainhead AM
New Jersey
$32.4M +$1.79M +15,563 +6%
HI
216
Hudock Inc
Pennsylvania
$32.3M +$117K +1,012 +0.4%
GLLW
217
Graves Light Lenhart Wealth
Virginia
$32.1M +$414K +3,597 +1%
FFS
218
Founders Financial Securities
Maryland
$32M +$1.97M +17,136 +7%
PWP
219
Principle Wealth Partners
Connecticut
$32M +$2.11M +18,333 +7%
GBT
220
Grove Bank & Trust
Florida
$31.9M -$138K -1,194 -0.4%
AWE
221
Avidian Wealth Enterprises
Texas
$31.8M +$2.64M +22,891 +9%
RFA
222
RTD Financial Advisors
Pennsylvania
$31.7M +$392K +3,401 +1%
FCI
223
Financial Counselors Inc
Kansas
$31.3M +$469K +4,069 +2%
PRA
224
Pine Ridge Advisers
New York
$31.2M +$8.42M +73,097 +37%
WAM
225
Wallington Asset Management
Indiana
$31.1M -$93.3K -810 -0.3%
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