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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 %
SBSB
276
Sullivan, Bruyette, Speros & Blaney
Virginia
$12M +$180K +2,144 +2%
Natixis Advisors
277
Natixis Advisors
Massachusetts
$11.7M -$127K -1,513 -1%
WDL
278
Well Done LLC
Michigan
$11.7M -$763K -9,102 -6%
FWM
279
Fairhaven Wealth Management
Illinois
$11.6M +$215K +2,560 +2%
ASN
280
Advisory Services Network
Georgia
$11.6M +$439K +5,240 +4%
RRC
281
Relaxing Retirement Coach
Massachusetts
$11.4M +$185K +2,205 +2%
JIC
282
Johnson Investment Counsel
Ohio
$11.4M +$63.5K +757 +0.6%
MSA
283
Marino Stram & Associates
Massachusetts
$11.4M +$57.4K +685 +0.5%
FCA
284
FLC Capital Advisors
California
$11M +$161K +1,916 +1%
SAM
285
Summit Asset Management
Tennessee
$11M +$275K +3,278 +3%
SI
286
Stephens Inc
Arkansas
$10.9M +$176K +2,094 +2%
FDCC
287
Foster Dykema Cabot & Co
Massachusetts
$10.9M -$2.63M -31,397 -19%
FSC
288
Full Sail Capital
Oklahoma
$10.9M -$246K -2,934 -2%
CAAS
289
Capital Asset Advisory Services
Michigan
$10.8M +$138K +1,651 +1%
WTC
290
WhitTier Trust Company
Nevada
$10.8M +$210K +2,510 +2%
PHAM
291
Palisades Hudson Asset Management
Florida
$10.6M +$57.5K +686 +0.5%
CAC
292
Certified Advisory Corp
Florida
$10.6M -$145K -1,729 -1%
IWC
293
Integrated Wealth Concepts
Massachusetts
$10.6M +$7.58M +90,434 +254%
PMG
294
ProVise Management Group
Florida
$10.6M -$35.8K -427 -0.3%
TIA
295
Traphagen Investment Advisors
New Jersey
$10.6M +$15.2K +181 +0.1%
PA
296
Planning Alternatives
Michigan
$10.5M +$96.6K +1,152 +0.9%
T
297
TrueFG
Texas
$10.4M +$10.4M +124,443 New
JFA
298
JNBA Financial Advisors
Minnesota
$10.4M +$53.7K +640 +0.5%
HI
299
Horizon Investments
North Carolina
$10.4M -$94.8M -1,130,993 -90%
EH
300
Equitable Holdings
New York
$10.4M +$10.4M +123,526 New
10 11
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