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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 %
FTI
376
Fiduciary Trust International
Massachusetts
$7.85M -$296K -3,535 -4%
LFS
377
Legacy Financial Strategies
Kansas
$7.83M +$38.5K +459 +0.5%
MIC
378
Means Investment Company
Maine
$7.8M +$3.49M +40,831 +81%
GIA
379
GHP Investment Advisors
Colorado
$7.74M -$181K -2,162 -2%
LRIA
380
Leonard Rickey Investment Advisors
Washington
$7.66M +$265K +3,163 +4%
Rafferty Asset Management
381
Rafferty Asset Management
New York
$7.63M +$134K +1,600 +2%
ODG
382
O'Dell Group
Ohio
$7.59M +$851K +10,150 +13%
BL
383
BFSG LLC
California
$7.59M +$36.6K +437 +0.5%
CFA
384
Carroll Financial Associates
North Carolina
$7.41M +$267K +3,182 +4%
SFP
385
Strategic Financial Partners
Oregon
$7.38M +$7.38M +88,025 New
ONST
386
Old North State Trust
North Carolina
$7.38M +$622K +7,421 +9%
TCM
387
Traynor Capital Management
Pennsylvania
$7.36M +$186K +2,224 +3%
ACM
388
Anfield Capital Management
California
$7.33M +$7.33M +87,501 New
CFD
389
Creative Financial Designs
Indiana
$7.31M -$486K -5,794 -6%
JFGIW
390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.27M -$237K -2,824 -3%
CCM
391
Condor Capital Management
New Jersey
$7.23M -$71.4K -851 -1%
VVP
392
Venture Visionary Partners
Ohio
$7.2M +$7.2M +85,814 New
IWM
393
IHT Wealth Management
Illinois
$7.18M +$157K +1,874 +2%
PPA
394
Parametric Portfolio Associates
Washington
$7.1M -$756K -9,014 -10%
TIM
395
Tortoise Investment Management
New York
$7.05M -$497K -5,924 -7%
OPS
396
Orion Portfolio Solutions
Nebraska
$7.05M +$7.05M +84,034 New
HPWM
397
Highland Private Wealth Management
Washington
$6.97M -$25.1K -299 -0.4%
TCBWMS
398
Texas Capital Bank Wealth Management Services
Texas
$6.93M +$6.93M +82,666 New
AWM
399
Avondale Wealth Management
Texas
$6.9M +$507K +6,052 +8%
TPSF
400
Texas Permanent School Fund
Texas
$6.86M +$2.17M +25,900 +46%
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16
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