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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 %
NAM
401
NTV Asset Management
West Virginia
$6.85M -$2.1K -25 -0%
BOPW
402
Brandywine Oak Private Wealth
Pennsylvania
$6.83M -$58.8K -701 -0.9%
BFM
403
Boston Financial Management
Massachusetts
$6.81M +$67.5K +805 +1%
OC
404
Oppenheimer & Co
New York
$6.81M -$721K -8,603 -10%
JWBC
405
J.W. Burns & Co
New York
$6.8M +$2.68K +32 +0%
CPIG
406
Chicago Partners Investment Group
Illinois
$6.78M +$1.57M +18,399 +30%
BG
407
Berry Group
Massachusetts
$6.76M +$6.76M +80,583 New
ISWM
408
Independent Solutions Wealth Management
New York
$6.75M +$6.75M +80,528 New
PCFFS
409
Pacific Center for Financial Services
California
$6.75M -$33.1K -395 -0.5%
BAM
410
Burgundy Asset Management
Ontario, Canada
$6.73M – – –
KFA
411
Kays Financial Advisory
Georgia
$6.7M -$20.5K -245 -0.3%
SFG
412
Summit Financial Group
West Virginia
$6.68M +$27.1K +323 +0.4%
TYCC
413
Texas Yale Capital Corp
Florida
$6.67M – – –
CAI
414
Capital Advisors Inc
Oklahoma
$6.66M -$4.57M -54,534 -41%
GWM
415
Greenwich Wealth Management
Connecticut
$6.66M +$229K +2,733 +4%
DCM
416
Davidson Capital Management
Texas
$6.6M +$6.6M +78,692 New
PAG
417
Private Advisory Group
Washington
$6.5M -$273K -3,259 -4%
MCA
418
Magnolia Capital Advisors
Mississippi
$6.43M +$6.43M +76,655 New
PC
419
Premise Capital
Illinois
$6.41M +$1.45M +17,327 +29%
RIA
420
Regal Investment Advisors
Michigan
$6.4M +$69.3K +827 +1%
RFN
421
RDA Financial Network
Iowa
$6.39M -$210K -2,542 -3%
William Blair & Company
422
William Blair & Company
Illinois
$6.38M +$340K +4,057 +6%
CCMG
423
Clark Capital Management Group
Pennsylvania
$6.23M -$303K -3,609 -5%
RWRC
424
R.W. Roge & Company
New York
$6.21M +$6.21M +74,160 New
RWA
425
Redhawk Wealth Advisors
Minnesota
$6.21M +$352K +4,197 +6%
15 16
17
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