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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 %
FAIM
551
Financial Advocates Investment Management
Washington
$4.12M -$136K -1,626 -3%
SWA
552
Stratos Wealth Advisors
Ohio
$4.11M -$361K -4,310 -8%
ONB
553
Old National Bancorp
Indiana
$4.1M -$89K -1,061 -2%
BA
554
Ballew Advisors
Mississippi
$4.09M +$196K +2,349 +5%
CAM
555
Congress Asset Management
Massachusetts
$4.09M +$2.89M +34,445 +240%
1C
556
1623 Capital
Virginia
$4.09M +$4.09M +48,783 New
PWMAG
557
Pinnacle Wealth Management Advisory Group
New Jersey
$4.09M -$269K -3,210 -6%
PFS
558
Prospera Financial Services
Texas
$4.07M +$648K +7,730 +19%
TL
559
TrueWealth LLC
Georgia
$4.04M +$33K +394 +0.8%
RIM
560
Redwood Investment Management
Arizona
$4.01M – – –
OCM
561
One Capital Management
California
$3.98M +$488K +5,825 +14%
CIAS
562
Capital Investment Advisory Services
North Carolina
$3.96M +$1.25M +14,880 +46%
HSWM
563
Hubbell Strickland Wealth Management
Louisiana
$3.96M -$308K -3,678 -7%
MI
564
Moneywise Inc
Virginia
$3.95M -$178K -2,288 -4%
BHIA
565
Birch Hill Investment Advisors
Massachusetts
$3.92M +$341K +4,065 +10%
MAS
566
Madden Advisory Services
Florida
$3.9M +$95.4K +1,138 +3%
NCM
567
Next Capital Management
New York
$3.84M -$638K -7,608 -14%
FIB
568
First Interstate Bank
Montana
$3.84M +$22.5K +268 +0.6%
CCM
569
Canal Capital Management
Virginia
$3.83M +$121K +1,443 +3%
TA
570
Tiedemann Advisors
New York
$3.82M +$175K +2,091 +5%
LIM
571
Leavell Investment Management
Alabama
$3.78M -$5.87K -70 -0.2%
QAM
572
QCI Asset Management
New York
$3.77M -$27.1K -323 -0.7%
RPC
573
Rossmore Private Capital
Connecticut
$3.76M +$11.3K +135 +0.3%
FTC
574
Farmers Trust Company
Ohio
$3.74M -$71.7K -855 -2%
CWM
575
Capital Wealth Management
Rhode Island
$3.74M -$111K -1,324 -3%
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