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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 %
KA
851
Kovack Advisors
Florida
$1.41M -$155K -1,851 -10%
TI
852
Tidal Investments
Wisconsin
$1.4M +$541K +6,463 +63%
SCA
853
STALEY CAPITAL ADVISERS
Pennsylvania
$1.4M – – –
WA
854
Winfield Associates
Ohio
$1.4M -$262K -3,129 -16%
TA
855
TFG Advisers
Michigan
$1.39M -$3.44K -41 -0.2%
MAWCM
856
Mine & Arao Wealth Creation & Management
California
$1.38M +$1.38M +16,507 New
NCM
857
Narwhal Capital Management
Georgia
$1.38M +$922 +11 +0.1%
TF
858
Tompkins Financial
New York
$1.37M – – –
SCP
859
Shorepoint Capital Partners
Massachusetts
$1.37M +$1.43K +17 +0.1%
CWC
860
Carolinas Wealth Consulting
North Carolina
$1.37M +$1.37M +16,358 New
PAS
861
Park Avenue Securities
New York
$1.37M -$18.7M -222,410 -93%
1WA
862
180 Wealth Advisors
Washington
$1.36M -$94K -1,113 -6%
PG
863
Pendal Group
Australia
$1.36M – – –
CBN
864
Cadence Bank NA
Texas
$1.36M +$65.3K +779 +5%
WAG
865
Winthrop Advisory Group
Massachusetts
$1.35M -$1.43K -17 -0.1%
TNB
866
TCF National Bank
South Dakota
$1.35M +$2.26K +27 +0.2%
PCA
867
Personal Capital Advisors
California
$1.35M +$384K +4,579 +40%
BHBT
868
Burke & Herbert Bank & Trust
Virginia
$1.33M +$103K +1,223 +8%
BJ
869
Brouwer & Janachowski
California
$1.32M -$22K -262 -2%
HB
870
Homrich & Berg
Georgia
$1.32M -$831K -9,911 -39%
RT
871
Rockland Trust
Massachusetts
$1.31M -$14K -167 -1%
ARG
872
Advisory Resource Group
Oklahoma
$1.31M -$5.14M -61,325 -80%
OLA
873
Oliver Luxxe Assets
New Jersey
$1.3M +$46.5K +555 +4%
RHBC
874
R.H. Bluestein & Co
Michigan
$1.3M +$528K +6,303 +69%
WP
875
WealthShield Partners
North Carolina
$1.29M -$521K -6,212 -29%
33 34
35
36 37