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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 %
HF
301
Halpern Financial
Virginia
$10.3M +$10.3M +123,365 New
SIA
302
Soltis Investment Advisors
Utah
$10.3M +$10.3M +123,072 New
FPGK
303
Financial Partners Group (Kansas)
Kansas
$10.2M +$21.4K +258 +0.2%
CPO
304
Cerity Partners OCIO
New York
$10.2M -$356K -4,322 -3%
EVM
305
Eaton Vance Management
Massachusetts
$10.2M +$312K +3,721 +3%
PFP
306
Pinnacle Financial Partners
Tennessee
$10.1M -$125K -1,489 -1%
VWM
307
Venturi Wealth Management
Texas
$10.1M +$9.34M +111,421 +1,266%
CB
308
Community Bank
New York
$10M -$160K -1,905 -2%
HI
309
Human Investing
Oregon
$9.96M +$516K +6,159 +5%
PFA
310
Pettinga Financial Advisors
Indiana
$9.95M -$554K -6,606 -5%
PAM
311
Peninsula Asset Management
Florida
$9.92M -$167K -1,995 -2%
AIA
312
Ally Invest Advisors
North Carolina
$9.92M +$1.5M +17,850 +18%
EPA
313
Element Pointe Advisors
Florida
$9.9M +$9.9M +118,095 New
NCM
314
Neumann Capital Management
California
$9.89M +$31.8K +379 +0.3%
FCI
315
Financial Counselors Inc
Kansas
$9.87M +$77.1K +920 +0.8%
FFBTD
316
First Financial Bank - Trust Division
Ohio
$9.82M +$116K +1,386 +1%
Public Sector Pension Investment Board (PSP Investments)
317
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.8M -$3.7M -44,185 -27%
GRP
318
Global Retirement Partners
California
$9.72M +$532K +6,343 +6%
AF
319
Arrow Financial
New York
$9.72M +$310K +3,701 +3%
Luther King Capital Management (LKCM)
320
Luther King Capital Management (LKCM)
Texas
$9.67M -$8.4M – –
SFG
321
Sage Financial Group
Pennsylvania
$9.67M +$1.19M +14,243 +14%
PI
322
Parkside Investments
Illinois
$9.67M +$7.71K +92 +0.1%
GPA
323
Guidance Point Advisors
Massachusetts
$9.66M +$88.4K +1,054 +0.9%
NEPPG
324
New England Professional Planning Group
Rhode Island
$9.6M +$9.6M +114,506 New
BPA
325
Beacon Pointe Advisors
California
$9.58M +$1.41M +16,773 +17%
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