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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 %
CA
601
Crumly & Associates
Illinois
$3.47M +$3.47M +41,367 New
SGK
602
Steigerwald Gordon & Koch
Virginia
$3.46M -$90.6K -1,081 -3%
FM
603
Family Management
New York
$3.45M +$363K +4,327 +12%
PSUF
604
People's United Financial
Connecticut
$3.44M -$130K -1,547 -4%
W
605
Wealthquest
Ohio
$3.43M -$101K -1,201 -3%
PAG
606
Pinnacle Advisory Group
Maryland
$3.4M +$20.3K +242 +0.6%
IWP
607
IAG Wealth Partners
Wisconsin
$3.39M +$3.39M +40,437 New
IWA
608
Independence Wealth Advisors
Virginia
$3.39M -$181K -2,157 -5%
ATC
609
Adirondack Trust Company
New York
$3.38M +$67.2K +835 +2%
PA
610
PFG Advisors
Arizona
$3.37M +$17.2K +206 +0.5%
LDB
611
Lee, Danner & Bass
Tennessee
$3.34M -$84.3K -1,005 -2%
SIAM
612
Sterling Investment Advisors (Missouri)
Missouri
$3.33M -$67.6K -806 -2%
KL
613
KWMG LLC
Kansas
$3.32M +$133K +1,584 +4%
RSWM
614
Robertson Stephens Wealth Management
California
$3.31M -$4.62M -55,055 -58%
BFEC
615
Benjamin F. Edwards & Company
Missouri
$3.29M +$275K +3,285 +9%
AIG
616
American International Group
New York
$3.29M +$1.46M +17,400 +80%
WIA
617
World Investment Advisors
California
$3.29M +$2.02M +24,100 +160%
BWM
618
BerganKDV Wealth Management
Minnesota
$3.28M +$45.7K +545 +1%
N
619
Natixis
France
$3.27M +$314K +3,751 +11%
PGFC
620
Peapack-Gladstone Financial Corp
New Jersey
$3.27M -$355K -4,229 -10%
ST
621
Spinnaker Trust
Maine
$3.25M +$120K +1,429 +4%
BFWA
622
Benchmark Financial Wealth Advisors
Florida
$3.23M +$138K +1,650 +4%
UBG
623
United Bank (Georgia)
Georgia
$3.23M +$121K +1,444 +4%
CCM
624
Colorado Capital Management
Colorado
$3.22M -$61K -728 -2%
WR
625
Watson Rebecca
$3.21M +$3.21M +38,257 New
23 24
25
26 27