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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 %
LGWM
1326
Litman Gregory Wealth Management
California
$268K +$45.4K +541 +20%
ACA
1327
Aptus Capital Advisors
Alabama
$268K +$50K +596 +23%
DC
1328
Derby & Company
Massachusetts
$267K +$267K +3,189 New
SCM
1329
Southport Capital Management
Tennessee
$266K -$4.45K -53 -2%
PFBT
1330
Parkside Financial Bank & Trust
Missouri
$264K +$10.6K +127 +4%
SIAS
1331
Shine Investment Advisory Services
Colorado
$261K – – –
TWM
1332
Titus Wealth Management
California
$261K +$261K +3,110 New
SC
1333
SouthState Corp
Florida
$260K – – –
LFG
1334
Larson Financial Group
Missouri
$260K +$28.5K +340 +12%
HFG
1335
Heron Financial Group
New York
$260K +$260K +3,125 New
MLL
1336
Moody Lynn & Lieberson
Massachusetts
$257K -$3.52K -42 -1%
NIC
1337
Northwest Investment Counselors
Oregon
$257K – – –
CWM
1338
Cordatus Wealth Management
Pennsylvania
$256K +$5.02K +60 +2%
CFG
1339
Cooper Financial Group
California
$254K +$14.7K +176 +6%
SCM
1340
Stellar Capital Management
Arizona
$252K – – –
SL
1341
Savior LLC
Massachusetts
$252K +$252K +3,000 New
KF
1342
Krilogy Financial
Missouri
$252K +$252K +3,003 New
LA
1343
LexAurum Advisors
Kansas
$251K +$2.26K +27 +0.9%
AP
1344
Appleton Partners
Massachusetts
$250K – – –
FA
1345
FC Advisory
Pennsylvania
$250K +$503 +6 +0.2%
TWA
1346
TCI Wealth Advisors
Arizona
$249K +$27.7K +330 +13%
DP
1347
Dearborn Partners
Illinois
$248K – – –
MCM
1348
McMillion Capital Management
North Carolina
$247K +$5.46K +65 +2%
EWA
1349
Evolution Wealth Advisors
Florida
$247K +$247K +2,947 New
MWPCG
1350
Measured Wealth Private Client Group
New Hampshire
$246K -$34.8K -415 -12%
52 53
54
55 56