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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 %
EIG
326
Ellenbecker Investment Group
Wisconsin
$9.52M +$762K +9,092 +9%
FA
327
FDx Advisors
Illinois
$9.49M -$696K -8,302 -7%
PA
328
Pinnacle Associates
New York
$9.46M +$966K +11,527 +11%
BRC
329
BHF RG Capital
Arizona
$9.46M +$9.46M +112,775 New
CTA
330
Colonial Trust Advisors
South Carolina
$9.38M -$157K -1,877 -2%
MF
331
Manchester Financial
California
$9.32M -$297K -3,545 -3%
MIAN
332
Mariner Independent Advisor Network
Kansas
$9.22M -$1M -11,931 -10%
NFG
333
Nations Financial Group
Iowa
$9.19M +$134K +1,602 +1%
Wealth Enhancement Advisory Services
334
Wealth Enhancement Advisory Services
Minnesota
$9.17M +$701K +8,356 +8%
CG
335
CFO4Life Group
Texas
$9.14M -$628K -7,484 -6%
HBT
336
Hills Bank & Trust
Iowa
$8.99M +$41.8K +499 +0.5%
A
337
AdvicePeriod
California
$8.93M -$165K -1,969 -2%
CWM
338
Cranbrook Wealth Management
Michigan
$8.88M +$349K +4,158 +4%
MA
339
MCF Advisors
Kentucky
$8.88M -$231K -2,749 -3%
XF
340
XML Financial
Maryland
$8.86M +$8.86M +105,651 New
ECM
341
Exchange Capital Management
Michigan
$8.82M -$209K -2,489 -2%
IWS
342
Insight Wealth Strategies
California
$8.82M +$574K +6,850 +7%
MWM
343
Marietta Wealth Management
Georgia
$8.81M +$516K +6,156 +6%
MWM
344
Mission Wealth Management
California
$8.71M -$258K -3,081 -3%
DAS
345
Dynamic Advisor Solutions
Arizona
$8.69M +$527K +6,284 +6%
KLI
346
Kelman-Lazarov Inc
Tennessee
$8.64M +$1.74M +20,767 +25%
ERSOT
347
Employees Retirement System of Texas
Texas
$8.64M – – –
C
348
Certuity
Florida
$8.63M +$8.63M +102,965 New
Brown Advisory
349
Brown Advisory
Maryland
$8.6M +$338K +4,032 +4%
MAS
350
Managed Account Services
Florida
$8.58M +$5.15M +61,649 +150%
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