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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 %
BPAMU
2451
BTG Pactual Asset Management US
New York
$75.2K +$75.2K +705 New
MJRIC
2452
Mogy Joel R Investment Counsel
California
$73.5K – – –
CFG
2453
Chapman Financial Group
Hawaii
$72.4K +$72.4K +628 New
FWM
2454
FLP Wealth Management
Arkansas
$70.1K +$70.1K +608 New
EF
2455
Empowered Funds
Pennsylvania
$70.1K +$70.1K +608 New
MCM
2456
Mill Capital Management
North Carolina
$69.1K – – –
DCM
2457
Davis Capital Management
Florida
$68.8K – – –
NFSG
2458
Newbridge Financial Services Group
Florida
$68.6K +$68.6K +596 New
SWM
2459
Sanctuary Wealth Management
Idaho
$68.3K +$13.8K +120 +25%
CMP
2460
Coston McIsaac & Partners
Maine
$68K – – –
HIW
2461
Holos Integrated Wealth
Pennsylvania
$67.7K +$67.7K +588 New
WW
2462
Winnow Wealth
Texas
$67.5K +$67.5K +587 New
RFG
2463
REAP Financial Group
Texas
$66.4K +$1.15K +10 +2%
DP
2464
Denver PWM
Colorado
$65.1K -$8.65K -75 -12%
CF
2465
Collier Financial
Colorado
$65K +$65K +564 New
NRG
2466
Nemes Rush Group
Michigan
$64.4K -$11.5K -100 -15%
SC
2467
Stephens Consulting
Michigan
$64.4K -$1.84K -16 -3%
CYG
2468
Clean Yield Group
Vermont
$63.4K -$28.8K -250 -31%
BCWM
2469
Ball & Co Wealth Management
Tennessee
$63K +$63K +547 New
SFC
2470
SYM Financial Corp
Indiana
$61.2K +$45.6K +396 +293%
RA
2471
Rise Advisors
New York
$59.1K +$576 +5 +1%
W
2472
WealthCollab
Washington
$57.8K – – –
BTD
2473
BankPlus Trust Department
Mississippi
$57.6K +$57.6K +500 New
WAS
2474
Winch Advisory Services
Wisconsin
$57.2K – – –
CICI
2475
Capital Investment Counsel Inc
North Carolina
$57.1K -$6.45K -56 -10%
97 98
99
100 101