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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 %
RhumbLine Advisers
501
RhumbLine Advisers
Massachusetts
$4.88M +$2.01M +23,917 +70%
FSA
502
Financial Sense Advisors
California
$4.87M +$4.87M +58,101 New
SFS
503
Sowell Financial Services
Arkansas
$4.82M -$4.61M -54,984 -49%
PBO
504
Peoples Bank (Ohio)
Ohio
$4.81M +$6.54K +78 +0.1%
NFC
505
Northeast Financial Consultants
Connecticut
$4.8M +$231K +2,750 +5%
MCM
506
Magnolia Capital Management
New York
$4.79M +$4.79M +57,082 New
BPWA
507
Beacon Pointe Wealth Advisors
California
$4.76M -$154K -1,840 -3%
EC
508
Estate Counselors
Wisconsin
$4.76M +$52.4K +625 +1%
MJRIC
509
Mogy Joel R Investment Counsel
California
$4.76M -$13.4K -160 -0.3%
JWCA
510
J.W. Cole Advisors
Florida
$4.74M +$4.74M +56,560 New
CWG
511
Cornerstone Wealth Group
North Carolina
$4.73M +$132K +1,576 +3%
LA
512
Lynch & Associates
Indiana
$4.72M +$207K +2,466 +5%
Mackenzie Financial
513
Mackenzie Financial
Ontario, Canada
$4.72M +$4.72M +56,300 New
AA
514
Advisory Alpha
Michigan
$4.7M -$188K -2,241 -4%
BWA
515
BDO Wealth Advisors
Florida
$4.66M -$761K -9,075 -14%
NS
516
NewDay Solutions
New Hampshire
$4.64M -$2.83M -33,764 -38%
HR
517
Howe & Rusling
New York
$4.64M +$119K +1,417 +3%
AC
518
Abbrea Capital
California
$4.63M -$428K -5,105 -8%
PJSIMP
519
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.62M -$864K -10,299 -16%
NP
520
NorthRock Partners
Minnesota
$4.61M -$5.81M -69,276 -56%
EIP
521
Ellis Investment Partners
Pennsylvania
$4.57M -$39.9K -476 -0.9%
VCP
522
Verus Capital Partners
Arizona
$4.54M +$4.54M +54,153 New
EPP
523
ETF Portfolio Partners
Kansas
$4.52M +$293K +3,495 +7%
BWFA
524
Baltimore-Washington Financial Advisors
Maryland
$4.52M -$6.12K -73 -0.1%
PWA
525
Physician Wealth Advisors
Utah
$4.5M +$165K +1,975 +4%
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