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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 %
SPFA
676
Summit Place Financial Advisors
New Jersey
$2.59M +$2.59M +30,925 New
FFWA
677
FRG Family Wealth Advisors
Washington
$2.58M -$804K -9,585 -24%
SEIA
678
Signature Estate & Investment Advisors
California
$2.57M +$172K +2,050 +7%
CF
679
Corrigan Financial
Rhode Island
$2.56M -$42.9K -512 -2%
FWM
680
Filbrandt Wealth Management
Wisconsin
$2.55M +$2.55M +30,397 New
JWBC
681
John W. Brooker & Co
California
$2.53M +$2.53M +30,215 New
FC
682
Ferris Capital
Massachusetts
$2.53M -$143K -1,707 -5%
MIG
683
McGuire Investment Group
Rhode Island
$2.52M -$296K -3,528 -10%
WB
684
WesBanco Bank
West Virginia
$2.51M -$300K -3,576 -11%
RIG
685
Renaissance Investment Group
Massachusetts
$2.5M -$28.3K -338 -1%
STB
686
S&T Bank
Pennsylvania
$2.49M +$42.8K +510 +2%
RA
687
RFG Advisory
Alabama
$2.46M -$137K -1,637 -5%
CHJWM
688
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.45M +$71.4K +865 +3%
WA
689
Wealth Alliance
New York
$2.45M +$2.45M +29,215 New
BNP Paribas Financial Markets
690
BNP Paribas Financial Markets
France
$2.44M -$12.8M -152,222 -84%
BRWA
691
B. Riley Wealth Advisors
Florida
$2.43M +$916K +10,926 +60%
HWA
692
Heritage Way Advisors
Illinois
$2.43M +$197K +2,348 +9%
9WM
693
9258 Wealth Management
Ohio
$2.43M +$479K +5,717 +25%
V
694
VeraBank
Texas
$2.42M -$28.7K -342 -1%
EWM
695
EPG Wealth Management
Georgia
$2.4M +$2.4M +28,559 New
TNBTD
696
Trustmark National Bank Trust Department
Mississippi
$2.37M +$86.7K +1,034 +4%
AIA
697
Avalon Investment & Advisory
Texas
$2.36M +$1.86M +22,209 +373%
CSWG
698
Cardinal Strategic Wealth Guidance
Kentucky
$2.36M +$2.36M +28,083 New
RFO
699
RiverGlades Family Offices
Florida
$2.35M -$10.2K -122 -0.4%
PFM
700
Parsec Financial Management
North Carolina
$2.34M -$148K -1,763 -6%
26 27
28
29 30