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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 %
JC
2351
Jacobs & Co
California
$211K – – –
AWM
2352
Arista Wealth Management
Nevada
$211K – – –
APWM
2353
Anchor Pointe Wealth Management
Missouri
$210K +$210K +1,830 New
CAM
2354
Concorde Asset Management
Michigan
$210K +$7.6K +66 +4%
PCMF
2355
Private Capital Management (Florida)
Florida
$210K -$43.2K -375 -17%
OHIS
2356
Oak Harvest Investment Services
Texas
$210K +$1.61K +14 +0.8%
RDWM
2357
Red Door Wealth Management
Tennessee
$210K +$210K +1,819 New
TA
2358
TrueWealth Advisors
Alabama
$210K -$69.9K -607 -25%
FFC
2359
First Financial Corp
Indiana
$209K – – –
AIA
2360
Accelerate Investment Advisors
California
$209K -$21.2K -184 -9%
IWA
2361
Inspirion Wealth Advisors
Illinois
$209K – – –
TWM
2362
Tanager Wealth Management
United Kingdom
$209K – – –
JSA
2363
Jim Saulnier & Associates
Colorado
$209K – – –
HWP
2364
Heritage Wealth Partners
Ohio
$208K +$1.96K +17 +1%
SP
2365
Stonebrook Private
Michigan
$208K -$10.9K -95 -5%
MCM
2366
Manchester Capital Management
Vermont
$207K – – –
WMN
2367
Wealth Management Nebraska
Nebraska
$207K +$207K +1,798 New
TCTWM
2368
Three Cord True Wealth Management
Pennsylvania
$207K +$207K +1,794 New
NWA
2369
Navis Wealth Advisors
New York
$206K +$206K +1,787 New
TI
2370
Tidal Investments
Wisconsin
$205K +$205K +1,783 New
MP
2371
McDonald Partners
Ohio
$205K +$115 +1 +0.1%
CW
2372
Code Waechter
Florida
$205K -$90.3K -784 -31%
HWMO
2373
Heritage Wealth Management (Ohio)
Ohio
$205K +$576 +5 +0.3%
IRAG
2374
Investment Research & Advisory Group
Georgia
$205K – – –
SCM
2375
Saxony Capital Management
Missouri
$204K -$257K -2,227 -56%
93 94
95
96 97