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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 %
PFM
351
Phillips Financial Management
Indiana
$8.52M +$1.45M +17,350 +21%
QCG
352
Quadrant Capital Group
Ohio
$8.51M +$2.52M +30,403 +42%
TWP
353
TFO Wealth Partners
Ohio
$8.48M +$8.48M +101,135 New
GSC
354
G&S Capital
Colorado
$8.45M +$2.17M +25,888 +35%
HCP
355
Holt Capital Partners
Texas
$8.4M +$279K +3,325 +3%
EVM
356
Evelyn V. Moreno
$8.38M -$24.7K -294 -0.3%
Deutsche Bank
357
Deutsche Bank
Germany
$8.28M -$4.31M -51,425 -34%
MMA
358
Miracle Mile Advisors
California
$8.22M -$622K -7,420 -7%
B
359
Bailard
California
$8.15M -$319K -3,807 -4%
BWM
360
BT Wealth Management
Georgia
$8.15M +$162K +1,927 +2%
IF
361
Ironwood Financial
Arizona
$8.13M -$157K -1,876 -2%
ST
362
Smithfield Trust
Pennsylvania
$8.11M -$51.4K -613 -0.6%
RCM
363
Requisite Capital Management
Texas
$8.1M +$1.08M +12,830 +15%
HFRG
364
Houlihan Financial Resource Group
Virginia
$8.06M +$8.06M +96,064 New
FNBT
365
FineMark National Bank & Trust
Florida
$8.03M -$11.2K -133 -0.1%
Retirement Systems of Alabama
366
Retirement Systems of Alabama
Alabama
$8.02M – – –
SDAM
367
Shulman DeMeo Asset Management
New York
$8M -$246K -2,930 -3%
APA
368
American Portfolios Advisors
New York
$8M -$763K -9,103 -9%
TWM
369
Torch Wealth Management
Ohio
$8M -$31.8K -379 -0.4%
CGA
370
Crescent Grove Advisors
Illinois
$8M +$698K +8,325 +10%
EWA
371
EP Wealth Advisors
California
$7.98M -$252 -3 -0%
CA
372
Clearstead Advisors
Ohio
$7.97M +$1.04M +12,380 +15%
MC
373
Middleton & Co
Massachusetts
$7.95M -$208K -2,485 -3%
TF
374
TimeScale Financial
Massachusetts
$7.92M +$662K +7,901 +9%
CGI
375
Cougar Global Investments
Ontario, Canada
$7.86M -$351K -4,182 -4%
13 14
15
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