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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 %
HA
476
HYA Advisors
Missouri
$5.23M +$5.23M +62,404 New
BAAM
477
Baker Avenue Asset Management
California
$5.23M +$4.28M +51,007 +448%
MFM
478
Mirsky Financial Management
New York
$5.21M +$225K +2,687 +5%
WCM
479
Windsor Capital Management
Arizona
$5.2M -$39.9K -476 -0.8%
FNT
480
First National Trust
Pennsylvania
$5.18M -$320K -3,820 -6%
MBT
481
Montecito Bank & Trust
California
$5.18M -$90.8K -1,083 -2%
RIG
482
Roosevelt Investment Group
New York
$5.15M +$147K +1,752 +3%
CB
483
Commerce Bank
Missouri
$5.14M +$474K +5,648 +10%
HMC
484
Harvard Management Company
Massachusetts
$5.1M +$200K +2,389 +4%
NF
485
Nikulski Financial
Iowa
$5.09M +$349K +4,231 +7%
CSM
486
CAMG Solamere Management
North Carolina
$5.09M -$265K -3,163 -5%
TSS
487
Two Sigma Securities
New York
$5.08M -$9.94M -118,534 -66%
HSBC Holdings
488
HSBC Holdings
United Kingdom
$5.07M -$2.95M -35,153 -37%
LIA
489
LBMC Investment Advisors
Tennessee
$5.06M +$8.81K +105 +0.2%
EA
490
Elm Advisors
California
$5.04M +$125K +1,485 +3%
NSLI
491
Nan Shan Life Insurance
Taiwan
$5.03M – – –
AA
492
Ancora Advisors
Ohio
$5.02M +$32.2K +384 +0.6%
CWA
493
Clarity Wealth Advisors
California
$4.98M +$4.98M +59,349 New
MSA
494
Mason Street Advisors
Wisconsin
$4.97M -$876K -10,451 -15%
WWM
495
Western Wealth Management
Colorado
$4.96M -$175K -2,089 -3%
MNBTD
496
Moody National Bank Trust Division
Texas
$4.96M +$47.8K +570 +1%
FMBTD
497
First Midwest Bank Trust Division
Illinois
$4.95M +$3.85M +45,946 +350%
WHG
498
Westwood Holdings Group
Texas
$4.93M +$1.23M +14,710 +33%
MWC
499
MKD Wealth Coaches
Michigan
$4.9M -$23.1K -275 -0.5%
NEGWA
500
New England Guild Wealth Advisors
Connecticut
$4.89M -$408K -4,871 -8%
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