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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
34.59%
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
1
Northwestern Mutual Wealth Management
Wisconsin
$4.39B
2
LPL Financial
2
LPL Financial
California
$1.8B
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.6B
4
Bank of America
4
Bank of America
North Carolina
$3.69B
5
Wells Fargo
5
Wells Fargo
California
$1.98B

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$27.3M
2
CAM
2
Cresset Asset Management
Illinois
$421M
3
HNB
3
Huntington National Bank
Ohio
$222M
4
IAIM
4
International Assets Investment Management
Florida
$1.37M
5
DWM
5
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.39B +$206M +1,786,495 +5%
Bank of America
2
Bank of America
North Carolina
$3.69B +$121M +1,052,941 +3%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.6B +$178M +1,541 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.62B +$74.2M +643,669 +3%
Morgan Stanley
5
Morgan Stanley
New York
$2.21B +$55.9M +485,060 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.09B +$45.5M +394,713 +2%
Wells Fargo
7
Wells Fargo
California
$1.98B +$119M +1,028,818 +6%
LPL Financial
8
LPL Financial
California
$1.8B +$189M +1,639,870 +12%
Raymond James Financial
9
Raymond James Financial
Florida
$1.64B +$1.64B +14,210,215 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.61B +$550K +4,776 +0%
UBS Group
11
UBS Group
Switzerland
$1.37B +$65.1M +564,830 +5%
Northern Trust
12
Northern Trust
Illinois
$1.08B +$94.4M +819,408 +10%
Goldman Sachs
13
Goldman Sachs
New York
$1.03B -$18.5M -160,275 -2%
FCAS
14
First Command Advisory Services
Texas
$1.01B +$5.95M +51,613 +0.6%
Financial Engines Advisors
15
Financial Engines Advisors
California
$965M +$20.6M +178,512 +2%
BlackRock
16
BlackRock
New York
$952M +$64.6M +560,663 +7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$938M -$736K -6,389 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$844M +$2.96M +25,659 +0.4%
Ameriprise
19
Ameriprise
Minnesota
$641M +$15.7M +136,598 +3%
GT
20
Glenmede Trust
Pennsylvania
$607M -$74.9M -649,977 -11%
US Bancorp
21
US Bancorp
Minnesota
$594M -$1.07M -9,254 -0.2%
Truist Financial
22
Truist Financial
North Carolina
$592M +$17M +147,688 +3%
PPFA
23
Provida Pension Fund Administrator
Chile
$583M -$1.77M -15,350 -0.3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$560M +$105M +908,138 +23%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$473M +$27.8M +240,976 +6%
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