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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 %
GG
2376
GenWealth Group
New Jersey
$204K +$204K +1,772 New
FWP
2377
Falcon Wealth Planning
California
$203K +$203K +1,766 New
DA
2378
Detalus Advisors
Missouri
$203K +$1.27K +11 +0.6%
CI
2379
Ceera Investments
Texas
$203K – – –
FPWM
2380
FSB Premier Wealth Management
Iowa
$202K -$9.79K -85 -5%
UWP
2381
Uniting Wealth Partners
Kansas
$201K +$201K +1,746 New
TAM
2382
Tealwood Asset Management
Minnesota
$201K +$201K +1,741 New
IWM
2383
Integris Wealth Management
California
$201K – – –
TWM
2384
Topsail Wealth Management
North Carolina
$198K +$198K +1,715 New
IBOK
2385
Independence Bank of Kentucky
Kentucky
$196K +$26.2K +227 +15%
HNW
2386
High Note Wealth
Minnesota
$196K +$196K +1,700 New
GA
2387
GoalVest Advisory
New York
$192K – – –
KWAG
2388
Kiely Wealth Advisory Group
North Carolina
$190K – – –
QC
2389
Quent Capital
New York
$189K +$2.07K +18 +1%
LB
2390
Legacy Bridge
Iowa
$188K – – –
EFP
2391
EnRich Financial Partners
Wisconsin
$188K -$230 -2 -0.1%
VCM
2392
Versant Capital Management
Arizona
$188K +$78.7K +683 +72%
JGIA
2393
Jackson Grant Investment Advisers
Connecticut
$188K +$230 +2 +0.1%
RFW
2394
Rainier Family Wealth
Washington
$185K +$185K +1,603 New
ICM
2395
Islay Capital Management
Texas
$183K +$346 +3 +0.2%
EK
2396
Evensky & Katz
Florida
$179K +$40.1K +348 +29%
RTL
2397
Red Tortoise LLC
Georgia
$178K – – –
Fuller & Thaler Asset Management
2398
Fuller & Thaler Asset Management
California
$178K +$98.2K +852 +124%
AWM
2399
Angeles Wealth Management
California
$172K – – –
FA
2400
Fedenia Advisers
Wisconsin
$170K +$170K +1,472 New
94 95
96
97 98