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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 %
ACP
976
Arcus Capital Partners
Georgia
$893K -$116K -1,383 -11%
RWP
977
RWA Wealth Partners
Massachusetts
$885K +$42.2K +503 +5%
PPP
978
Private Portfolio Partners
New Jersey
$884K -$115K -1,368 -11%
ZIC
979
ZWJ Investment Counsel
Georgia
$884K +$884K +10,538 New
CGFA
980
Colton Groome Financial Advisors
North Carolina
$882K -$44.5K -531 -5%
SHWM
981
Smith & Howard Wealth Management
Georgia
$881K +$550K +6,559 +166%
PAMG
982
Patton Albertson Miller Group
Tennessee
$880K -$321K -3,829 -27%
CHC
983
City Holding Co
West Virginia
$878K +$52.9K +630 +6%
VCP
984
Vista Capital Partners
Oregon
$877K -$7.12K -85 -0.8%
VC
985
Veracity Capital
Georgia
$874K +$874K +10,427 New
TP
986
Tranquility Partners
Tennessee
$869K +$12.7K +151 +1%
TA
987
Townsend & Associates
Colorado
$869K +$57.3K +687 +7%
EE
988
EWG Elevate
California
$866K +$866K +10,327 New
SGCA
989
Steel Grove Capital Advisors
Tennessee
$863K -$48.9K -583 -5%
SW
990
SkyOak Wealth
Michigan
$858K +$858K +10,232 New
AFM
991
Andesa Financial Management
Pennsylvania
$856K +$29.1K +348 +4%
FCFC
992
First Commonwealth Financial Corp
Pennsylvania
$854K -$17.2K -205 -2%
GFP
993
Gryphon Financial Partners
Ohio
$849K +$22.3K +266 +3%
SS
994
Sunbelt Securities
Texas
$849K +$149K +2,175 +21%
ODIJL
995
One Day In July LLC
Vermont
$846K +$47.3K +564 +6%
LWAC
996
Laurel Wealth Advisors (California)
California
$846K +$377K +4,501 +80%
AAMC
997
Asset Allocation & Management Company
Illinois
$844K +$844K +10,060 New
AP
998
Americana Partners
Texas
$841K +$841K +10,041 New
DIA
999
Dana Investment Advisors
Wisconsin
$837K +$105K +1,257 +14%
PP
1000
Palladium Partners
Virginia
$832K +$51.4K +613 +7%
38 39
40
41 42