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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 %
BBNA
426
Bremer Bank National Association
Minnesota
$6.18M +$163K +1,941 +3%
SFWA
427
Summit Financial Wealth Advisors
Louisiana
$6.18M +$382K +4,633 +7%
SCA
428
Snowden Capital Advisors
New York
$6.17M -$962K -11,477 -13%
IA
429
IFP Advisors
Florida
$6.14M -$3.86M -46,067 -39%
ABC
430
Associated Banc-Corp
Wisconsin
$6.12M -$75K -895 -1%
BFO
431
Biltmore Family Office
North Carolina
$6.1M -$100K -1,195 -2%
SS
432
Simplicity Solutions
Minnesota
$6.09M +$3.03M +36,108 +99%
AIC
433
Ameritas Investment Company
Nebraska
$6.06M -$5.04M -60,138 -45%
LBC
434
Lowe Brockenbrough & Co
Virginia
$6.06M +$184K +2,199 +3%
WA
435
WBH Advisory
Maryland
$6.06M +$272K +3,241 +5%
PA
436
PSI Advisors
Florida
$6.04M +$6.04M +72,090 New
SBL
437
Sargent Bickham Lagudis
Colorado
$6.01M -$55.3K -659 -0.9%
RCA
438
Resonant Capital Advisors
Wisconsin
$6M +$6M +71,608 New
WP
439
WealthSource Partners
California
$6M +$1.04M +12,354 +21%
CIM
440
CIM Investment Management
Pennsylvania
$5.98M +$1.29M +15,431 +28%
LWA
441
LWS Wealth Advisors
New Jersey
$5.97M +$5.97M +71,208 New
LSERS
442
Louisiana State Employees Retirement System
Louisiana
$5.91M -$1.74M -20,800 -23%
LPT
443
Legacy Private Trust
Wisconsin
$5.9M -$1.3M -15,459 -18%
DCM
444
DeGreen Capital Management
Arizona
$5.84M -$83.8K -999 -1%
Franklin Resources
445
Franklin Resources
California
$5.82M +$572K +6,817 +11%
SC
446
Savant Capital
Illinois
$5.78M -$26K -310 -0.4%
Cerity Partners
447
Cerity Partners
New York
$5.77M -$2.11M -25,138 -27%
MCG
448
MACRO Consulting Group
New Jersey
$5.77M +$178K +2,127 +3%
FFN
449
Focus Financial Network
Minnesota
$5.76M +$1.41M +16,778 +32%
AC
450
AlphaCore Capital
California
$5.72M +$5.72M +68,254 New
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