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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$158M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$413M
3
HI
Horizon Investments
North Carolina
$10.4M
4
M&T Bank
M&T Bank
New York
$0
5
BlackRock
BlackRock
New York
$733M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
1476
Bedel Financial Consulting
Indiana
$62K -$433K -5,199 -87%
TFA
1477
Tobias Financial Advisors
Florida
$62K +$62K +741 New
RG
1478
Retirement Group
California
$61K +$61K +723 New
RWB
1479
RMR Wealth Builders
New Jersey
$59K +$59K +702 New
HFM
1480
Hartford Financial Management
Connecticut
$56K – – –
FDCDDQ
1481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.6K -$10.1K -120 -16%
WWM
1482
Willingdon Wealth Management
North Carolina
$54K -$25K -300 -32%
IA
1483
Independence Advisors
Pennsylvania
$54K +$54K +645 New
BWA
1484
Burt Wealth Advisors
Maryland
$53K – – –
SIM
1485
Sonora Investment Management
Arizona
$51K +$51K +608 New
MRCM
1486
M&R Capital Management
New Jersey
$50K – – –
IAS
1487
IMA Advisory Services
Colorado
$43K – – –
GG
1488
Gleason Group
Kentucky
$43K +$43K +517 New
WEC
1489
Winslow Evans & Crocker
Massachusetts
$42K -$10.3K -120 -20%
KFS
1490
Kelly Financial Services
Massachusetts
$39.6K +$754 +9 +2%
IWA
1491
Intercontinental Wealth Advisors
Texas
$39K -$260K -3,080 -87%
RFM
1492
Royal Fund Management
Florida
$38K +$1.08K +13 +3%
SIS
1493
Sound Income Strategies
Florida
$37K – – –
IRAG
1494
Investment Research & Advisory Group
Georgia
$35K +$35K +415 New
NG
1495
NWK Group
California
$35K +$35K +423 New
TFA
1496
Toth Financial Advisory
Virginia
$34K +$7.04K +83 +26%
AIM
1497
Anchor Investment Management
South Carolina
$33.6K – – –
VCM
1498
Vigilant Capital Management
Maine
$32K -$132K -1,574 -80%
RMC
1499
Resources Management Corp
Connecticut
$32K – – –
CICI
1500
Capital Investment Counsel Inc
North Carolina
$32K – – –
58 59
60
61 62