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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 %
LI
2301
LMCG Investments
Massachusetts
$230K +$230K +1,997 New
VIPI
2302
Vista Investment Partners II
Indiana
$230K +$230K +1,995 New
APWA
2303
Atlas Private Wealth Advisors
New Jersey
$229K +$1.15K +10 +0.5%
RCM
2304
Richardson Capital Management
Wisconsin
$229K +$145K +1,256 +172%
PWP
2305
Phillips Wealth Planners
Mississippi
$229K -$452 -4 -0.2%
E3F
2306
Eight 31 Financial
Texas
$228K +$5.65K +49 +3%
MCA
2307
Maryland Capital Advisors
Maryland
$228K – – –
LWM
2308
Level Wealth Management
North Carolina
$228K +$228K +1,979 New
MPW
2309
Magnolia Private Wealth
Pennsylvania
$228K +$228K +1,979 New
NWM
2310
Northwest Wealth Management
Iowa
$228K -$14.4K -125 -6%
MIS
2311
Morningstar Investment Services
Illinois
$227K -$2.73M -23,710 -92%
FMTCOCP
2312
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$227K – – –
SCP
2313
Silverleafe Capital Partners
Tennessee
$227K +$227K +1,969 New
FH
2314
FWG Holdings
Florida
$226K – – –
MA
2315
MJP Associates
Connecticut
$226K – – –
LF
2316
LifePlan Financial
Minnesota
$226K -$11.9K -103 -5%
FFWA
2317
Forthright Family Wealth Advisory
Texas
$225K – – –
BEC
2318
Blue Edge Capital
Virginia
$225K +$1.15K +10 +0.5%
LA
2319
LM Advisors
California
$225K +$3.45K +30 +2%
WFC
2320
Western Financial Corp
California
$225K – – –
HFS
2321
Hughes Financial Services
Virginia
$224K +$224K +1,948 New
JLBC
2322
J.L. Bainbridge & Co
Florida
$224K – – –
RW
2323
REDW Wealth
New Mexico
$224K +$224K +1,940 New
NEPWA
2324
New England Private Wealth Advisors
Massachusetts
$223K -$2.07K -18 -0.9%
TCOTS
2325
Trust Company of the South
North Carolina
$223K -$65.1K -565 -23%
91 92
93
94 95