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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 %
ACG
1001
Allen Capital Group
Nebraska
$831K – – –
CC
1002
Copperleaf Capital
North Carolina
$830K +$830K +9,900 New
VDFA
1003
Vickerman & Driscoll Financial Advisors
Washington
$826K -$61.1K -729 -7%
RWG
1004
Regal Wealth Group
California
$826K -$48.8K -582 -6%
UTC
1005
Unified Trust Company
Kentucky
$825K – – –
FCA
1006
FinTrust Capital Advisors
South Carolina
$819K -$50.5K -602 -6%
EWA
1007
Exencial Wealth Advisors
Oklahoma
$814K +$123K +1,464 +18%
MS
1008
Madden Securities
Texas
$809K +$809K +9,652 New
MPW
1009
MA Private Wealth
California
$808K -$2.49M -29,722 -76%
BFA
1010
Beacon Financial Advisory
Ohio
$808K +$808K +9,643 New
PS
1011
Portfolio Solutions
Michigan
$806K +$806K +9,609 New
RBFC
1012
Roman Butler Fullerton & Co
Missouri
$805K -$2.6K -31 -0.3%
NGA
1013
Naples Global Advisors
Florida
$799K +$107K +1,271 +15%
MFW
1014
Mosaic Family Wealth
Missouri
$797K +$839 +10 +0.1%
CIBC World Market
1015
CIBC World Market
Ontario, Canada
$796K +$3.1K +37 +0.4%
SAS
1016
Stelac Advisory Services
New York
$795K +$58.7K +700 +8%
SIC
1017
Samalin Investment Counsel
New York
$795K +$795K +9,491 New
TFGT
1018
TS Financial Group (TSFG)
Illinois
$794K +$34.6K +413 +5%
PWM
1019
Paulson Wealth Management
Illinois
$791K -$56K -655 -7%
AFP
1020
Ausdal Financial Partners
Iowa
$787K -$4.21K -51 -0.5%
PD
1021
Planning Directions
Pennsylvania
$785K -$32.6K -389 -4%
BWP
1022
Bernardo Wealth Planning
Pennsylvania
$784K +$84 +1 +0%
SNT
1023
Security National Trust
West Virginia
$782K +$7.96K +95 +1%
NNP
1024
Nachman Norwood & Parrott
South Carolina
$780K -$26.8K -320 -3%
JFG
1025
JMG Financial Group
Illinois
$780K – – –
39 40
41
42 43