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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 %
WA
2326
Wambolt & Associates
Colorado
$222K – – –
CCIA
2327
Cherry Creek Investment Advisors
Colorado
$222K -$4.03K -35 -2%
DWM
2328
Dogwood Wealth Management
Kansas
$222K -$3.34K -29 -1%
HP
2329
Hilltop Partners
Indiana
$221K +$221K +1,917 New
FI
2330
Financial Insights
Washington
$220K -$243K -2,106 -52%
FC
2331
FCA Corp
Texas
$220K – – –
TF
2332
TME Financial
California
$220K +$220K +1,880 New
VWA
2333
Valued Wealth Advisors
Utah
$220K +$3.57K +31 +2%
MAP
2334
Moody Aldrich Partners
Massachusetts
$219K – – –
NIM
2335
Nicollet Investment Management
Minnesota
$217K – – –
PWS
2336
Proactive Wealth Strategies
Georgia
$217K +$2.65K +23 +1%
KCP
2337
Kera Capital Partners
California
$217K +$217K +1,882 New
WW
2338
Waterfront Wealth
Kansas
$216K +$216K +1,879 New
SSC
2339
Syverson Strege & Co
Iowa
$216K +$13.5K +117 +7%
SFO
2340
Stenger Family Office
Illinois
$216K +$216K +1,876 New
BWL
2341
Bogart Wealth LLC
Virginia
$216K +$9.68K +84 +5%
PWM
2342
Partners Wealth Management
California
$215K +$215K +1,865 New
OSNBOA
2343
Old Second National Bank of Aurora
Illinois
$214K +$134K +1,164 +168%
MFS
2344
Madrona Financial Services
Washington
$214K +$576 +5 +0.3%
HC
2345
Hamilton Capital
Ohio
$213K -$1.15K -10 -0.5%
BST
2346
Bath Savings Trust
Maine
$213K +$213K +1,845 New
SP
2347
Stablepoint Partners
Massachusetts
$212K +$1.27K +11 +0.6%
RIA
2348
Realta Investment Advisors
Delaware
$212K -$32K -275 -13%
MFG
2349
MidWestOne Financial Group
Iowa
$212K -$31.1K -270 -13%
LCG
2350
Lakeshore Capital Group
Illinois
$212K +$212K +1,837 New
92 93
94
95 96