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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 %
MCM
2251
Morton Capital Management
California
$258K +$576 +5 +0.2%
BFF
2252
Byrne Financial Freedom
Massachusetts
$258K +$258K +2,235 New
FDW
2253
Fourth Dimension Wealth
Ohio
$257K +$257K +2,234 New
AWP
2254
Ascent Wealth Partners
New York
$256K -$14.4K -125 -5%
CVM
2255
Cheviot Value Management
California
$256K +$256K +2,219 New
TR
2256
Tepp RIA
New Jersey
$254K +$254K +2,204 New
CAM
2257
CPA Asset Management
Florida
$254K – – –
RIS
2258
Richmond Investment Services
Wisconsin
$253K +$253K +2,197 New
EA
2259
Eclectic Associates
California
$253K -$4.95K -43 -2%
GS
2260
GWN Securities
Florida
$253K +$253K +2,162 New
WMA
2261
Wealth Management Associates
New Jersey
$252K +$230 +2 +0.1%
BMC
2262
Beaton Management Company
Massachusetts
$252K – – –
MFWP
2263
Mosaic Family Wealth Partners
Missouri
$251K +$13K +113 +5%
BWM
2264
BCS Wealth Management
Tennessee
$250K +$250K +2,171 New
CT
2265
Clearstead Trust
Maine
$250K -$5.99K -52 -2%
Kayne Anderson Rudnick Investment Management
2266
Kayne Anderson Rudnick Investment Management
California
$249K +$38.2K +332 +18%
KFA
2267
Kapstone Financial Advisors
Ohio
$247K – – –
GWP
2268
Gen-Wealth Partners
Michigan
$246K +$32K +278 +15%
DIM
2269
Delta Investment Management
California
$246K +$246K +2,133 New
CIS
2270
Connors Investor Services
Pennsylvania
$246K – – –
SA
2271
SRH Advisors
Kansas
$245K – – –
IWS
2272
Integrity Wealth Solutions
Colorado
$245K +$8.41K +73 +4%
IIA
2273
ICW Investment Advisors
Arizona
$244K +$115 +1 +0%
ANB
2274
Amarillo National Bank
Texas
$244K – – –
LWA
2275
Lantern Wealth Advisors
New York
$244K +$1.73K +15 +0.7%
89 90
91
92 93