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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 %
BDF
526
Black Diamond Financial
Maryland
$4.46M -$247K -2,950 -5%
RIA
527
Realta Investment Advisors
Delaware
$4.45M +$55.1K +673 +1%
WSTAM
528
Wilbanks Smith & Thomas Asset Management
Virginia
$4.44M +$180K +2,147 +4%
IA
529
IFG Advisory
Georgia
$4.43M -$201K -2,394 -4%
EWM
530
Evercore Wealth Management
New York
$4.39M +$1.48M +17,603 +51%
CT
531
Coastline Trust
Rhode Island
$4.38M +$10.5K +125 +0.2%
1832 Asset Management
532
1832 Asset Management
Ontario, Canada
$4.37M – – –
BCM
533
Boltwood Capital Management
California
$4.36M +$151K +1,806 +4%
DWT
534
Dorsey & Whitney Trust
South Dakota
$4.35M +$89.7K +1,070 +2%
MWM
535
MorganRosel Wealth Management
Colorado
$4.34M -$18.2K -217 -0.4%
GLLW
536
Graves Light Lenhart Wealth
Virginia
$4.34M -$8.22K -98 -0.2%
FWCM
537
Ferguson Wellman Capital Management
Oregon
$4.33M -$26.9K -321 -0.6%
SBWM
538
Sunflower Bank Wealth Management
Arizona
$4.33M +$115K +1,375 +3%
CWM
539
Cornerstone Wealth Management
Missouri
$4.33M -$880K -10,490 -17%
PFM
540
Peak Financial Management
Massachusetts
$4.31M +$23.4K +279 +0.5%
NAM
541
North American Management
Massachusetts
$4.3M +$7.71K +92 +0.2%
W
542
WealthStone
Ohio
$4.29M -$1.39M -16,537 -24%
NPF
543
Norris Perne & French
Michigan
$4.24M +$530K +6,318 +14%
BSW
544
Buckingham Strategic Wealth
Missouri
$4.24M -$20.5K -245 -0.5%
PEA
545
Pacific Edge Advisors
California
$4.23M +$23.5K +280 +0.6%
SC
546
Sepio Capital
Utah
$4.22M -$893K -10,651 -17%
CIC
547
Carnegie Investment Counsel
Ohio
$4.19M +$218K +2,603 +5%
DC
548
Davenport & Co
Virginia
$4.18M -$242K -2,886 -5%
RC
549
Rovin Capital
Arizona
$4.18M +$4.18M +49,834 New
BWA
550
BlueSky Wealth Advisors
North Carolina
$4.15M -$122K -1,465 -3%
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