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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 %
BRM
451
Boston Research & Management
Massachusetts
$5.72M +$108K +1,292 +2%
KOMWMG
452
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.72M +$5.72M +68,171 New
WS
453
Wela Strategies
Georgia
$5.62M -$51.7K -617 -0.9%
IA
454
IFG Advisors
Missouri
$5.6M +$305K +3,641 +6%
WI
455
Wintrust Investments
Illinois
$5.57M -$847K -10,096 -13%
EW
456
Element Wealth
Mississippi
$5.56M +$5.56M +66,314 New
VIP
457
Vantage Investment Partners
Missouri
$5.54M +$93.1K +1,110 +2%
TGAM
458
TBH Global Asset Management
Tennessee
$5.51M +$5.51M +65,759 New
MWM
459
Merriman Wealth Management
Washington
$5.51M -$93.9K -1,120 -2%
CG
460
Cynosure Group
Utah
$5.51M – – –
PI
461
PineBridge Investments
New York
$5.5M -$2.64M -31,443 -32%
TCM
462
Towercrest Capital Management
Pennsylvania
$5.47M +$138K +1,649 +3%
Jane Street
463
Jane Street
New York
$5.46M +$4.19M +50,013 +331%
TPWA
464
TRUE Private Wealth Advisors
Oregon
$5.45M +$1.38M +16,402 +34%
BCMO
465
Buckingham Capital Management (Ohio)
Ohio
$5.44M -$21K -250 -0.4%
RWMH
466
Riverpoint Wealth Management Holdings
Illinois
$5.39M +$59.8K +713 +1%
VWA
467
Visionary Wealth Advisors
Illinois
$5.38M +$5.38M +64,151 New
OIA
468
OneDigital Investment Advisors
Kansas
$5.38M +$386K +4,608 +8%
EPWM
469
Essex Private Wealth Management
Massachusetts
$5.36M +$5.36M +63,954 New
SIA
470
Starfire Investment Advisers
Michigan
$5.35M +$35K +418 +0.7%
LWANC
471
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.34M -$50.2K -599 -0.9%
CC
472
Courier Capital
New York
$5.32M -$27.1K -325 -0.5%
LIA
473
LS Investment Advisors
Michigan
$5.31M +$4.98M +59,400 +1,534%
GDP
474
Great Diamond Partners
Maine
$5.27M +$5.27M +62,815 New
ATPW
475
Ashton Thomas Private Wealth
Arizona
$5.26M +$5.01M +59,723 +1,979%
17 18
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