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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 %
Legal & General Group
201
Legal & General Group
United Kingdom
$17.5M -$675K -8,050 -4%
Principal Financial Group
202
Principal Financial Group
Iowa
$17.4M +$9.14K +109 +0.1%
SWPG
203
Strategic Wealth Partners Group
Illinois
$17.4M +$945K +11,276 +6%
TPCW
204
TD Private Client Wealth
New York
$17.2M +$17.2M +204,546 New
HWM
205
HighMark Wealth Management
Minnesota
$17.1M +$17.1M +204,271 New
FFS
206
Founders Financial Securities
Maryland
$17.1M -$2.78M -33,175 -14%
SMC
207
Smith, Moore & Co
Missouri
$17M +$5.37K +64 +0%
BOS
208
Bingham Osborn & Scarborough
California
$17M +$5.81M +69,247 +52%
HSA
209
HBK Sorce Advisory
Pennsylvania
$16.9M -$116K -1,388 -0.7%
SFA
210
Stewardship Financial Advisors
Georgia
$16.9M +$814K +9,711 +5%
EWA
211
ERTS Wealth Advisors
Michigan
$16.9M +$752K +8,968 +5%
PA
212
Parallel Advisors
California
$16.8M -$3.04M -36,303 -15%
CCFCSB
213
Cape Cod Five Cents Savings Bank
Massachusetts
$16.8M -$67.8K -809 -0.4%
FMC
214
First Merchants Corp
Indiana
$16.6M -$856K -10,210 -5%
FHB
215
First Hawaiian Bank
Hawaii
$16.2M +$460K +5,483 +3%
DWA
216
Divergent Wealth Advisors
Utah
$16.2M -$4.31M -51,385 -21%
CFIA
217
Cantor Fitzgerald Investment Advisors
New York
$16.2M -$595K -7,092 -4%
BC
218
Brinker Capital
Pennsylvania
$16.1M -$922K -10,997 -5%
Prudential Financial
219
Prudential Financial
New Jersey
$15.9M +$1.01M +12,074 +7%
GBA
220
Global Beta Advisors
Pennsylvania
$15.8M -$53.1M -633,491 -77%
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$15.6M +$456K +5,443 +3%
SC
222
Stratford Consulting
Texas
$15.6M +$43.3K +516 +0.3%
TCPWM
223
Traverso Chambers Private Wealth Management
California
$15.4M +$471K +5,613 +3%
SAS
224
Sage Advisory Services
Texas
$15.4M -$182K -2,175 -1%
GC
225
GFG Capital
Florida
$15.3M +$15.3M +182,808 New
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