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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
1
Morgan Stanley
New York
$1.62B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.29B
3
Truist Financial
3
Truist Financial
North Carolina
$306M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$149M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$726M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$158M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$413M
3
HI
3
Horizon Investments
North Carolina
$10.4M
4
M&T Bank
4
M&T Bank
New York
$0
5
BlackRock
5
BlackRock
New York
$733M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
51
Fiduciary Trust
Massachusetts
$77.6M +$29.6M +352,925 +62%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$76.6M +$2.67M +33,119 +4%
MAM
53
Madison Asset Management
Wisconsin
$75.9M +$75.9M +904,628 New
SF
54
Synovus Financial
Georgia
$72.2M +$2.69M +32,119 +4%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$70.8M +$3.44M +41,067 +5%
VFA
56
Voya Financial Advisors
Connecticut
$68.1M +$2.19M +26,140 +3%
CAG
57
Crestwood Advisors Group
Massachusetts
$67.6M +$14.3M +170,835 +27%
AI
58
Accredited Investors
Minnesota
$66.9M +$4.29M +51,137 +7%
PAG
59
Private Advisor Group
New Jersey
$66.6M -$2.56M -30,486 -4%
GC
60
Grimes & Company
Massachusetts
$65.2M +$33.7M +402,268 +107%
TAIM
61
TD Ameritrade Investment Management
Nebraska
$64.3M -$11.3M -134,397 -15%
DWM
62
Destination Wealth Management
California
$64.2M -$32.2K -384 -0.1%
Mariner
63
Mariner
Kansas
$63.9M +$1.48M +17,705 +2%
WANY
64
Wealthspire Advisors (New York)
New York
$63.3M +$1.73M +20,644 +3%
Creative Planning
65
Creative Planning
Kansas
$62.5M +$694K +8,276 +1%
GT
66
Greenleaf Trust
Michigan
$61.9M +$87K +1,038 +0.1%
AssetMark Inc
67
AssetMark Inc
California
$61.4M +$5.33M +63,622 +10%
VFA
68
Valeo Financial Advisors
Indiana
$60.2M +$4.51M +54,508 +8%
ECM
69
ETrade Capital Management
Virginia
$58.2M +$4.46M +53,221 +8%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$57.6M -$129K -1,540 -0.2%
LWMT
71
Legacy Wealth Management (Tennessee)
Tennessee
$57.4M +$644K +7,682 +1%
PV
72
Private Vista
Illinois
$57.1M +$462K +5,514 +0.8%
V
73
Veritable
Delaware
$56.8M -$20.7M -246,679 -27%
APCM
74
Alaska Permanent Capital Management
Alaska
$56.2M +$1.4M +16,652 +3%
SWM
75
SigFig Wealth Management
California
$55.8M +$6.13M +73,131 +12%
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