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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,556 hedge funds and large institutions have $32.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 649 increasing their positions, 478 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+226
Holders Change %
+16.99%
% of All Funds
30.73%
Holding in Top 10
274
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+21.78%
% of All Funds
5.41%
New
281
Increased
649
Reduced
478
Closed
40
Calls
$63.7M
Puts
$5.43M
Net Calls
+$58.3M
Net Calls Change
-$104M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$594M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$423M
3
Truist Financial
Truist Financial
North Carolina
+$172M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$123M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$104M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$98.2M
3
HI
Horizon Investments
North Carolina
-$94.8M
4
M&T Bank
M&T Bank
New York
-$77.9M
5
BlackRock
BlackRock
New York
-$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
226
Buffington Mohr McNeal
Idaho
$15.3M -$189K -2,255 -1%
WPA
227
West Paces Advisors
Georgia
$15.3M +$1.65M +19,708 +12%
AF
228
Affiance Financial
Minnesota
$15.2M +$962K +11,471 +7%
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$15.1M -$19.5M -232,908 -56%
GG
230
Gofen & Glossberg
Illinois
$15.1M -$3.1K -37 -0%
CA
231
Cornerstone Advisory
Maryland
$15M -$632K -7,543 -4%
EGWAG
232
Elwood & Goetz Wealth Advisory Group
Georgia
$14.8M +$1.29M +15,429 +10%
RJT
233
Raymond James Trust
Florida
$14.6M +$237K +2,826 +2%
HS
234
Horan Securities
United States
$14.6M +$511K +6,092 +4%
OCG
235
Opus Capital Group
Ohio
$14.4M +$830K +9,895 +6%
CBB
236
Citizens Business Bank
California
$14.4M +$384K +4,585 +3%
EWM
237
Evermay Wealth Management
Virginia
$14.3M +$536K +6,393 +4%
FANJ
238
Financial Architects (New Jersey)
New Jersey
$14.3M +$167K +1,992 +1%
CRC
239
Curi RMB Capital
Illinois
$14.3M -$845K -10,083 -6%
SPP
240
Single Point Partners
Massachusetts
$14.3M +$14.3M +169,942 New
BFO
241
Boston Family Office
Massachusetts
$14.1M -$349K -4,162 -2%
TF
242
Trek Financial
Arizona
$14M +$2.65M +31,661 +23%
CPA
243
Capital Planning Advisors
California
$14M +$1.44M +17,165 +11%
CS
244
Comerica Securities
Michigan
$14M -$1.27M -15,099 -8%
JMFC
245
J.M. Forbes & Co
Massachusetts
$13.8M +$1.4M +16,711 +11%
SIC
246
Shoker Investment Counsel
Ohio
$13.8M +$40.4K +482 +0.3%
GLA
247
Good Life Advisors
Pennsylvania
$13.6M +$145K +1,732 +1%
SFS
248
Summit Financial Strategies
Ohio
$13.6M -$206K -2,453 -1%
FAAS
249
First Allied Advisory Services
California
$13.6M -$5.04M -60,072 -27%
WSFS
250
Wilmington Savings Fund Society
Delaware
$13.5M -$152K -1,814 -1%
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