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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 %
GA
651
GFS Advisors
Texas
$2.86M +$56.1K +669 +2%
BWA
652
Beam Wealth Advisors
Louisiana
$2.85M +$2.85M +33,967 New
BBA
653
Braun-Bostich & Associates
Pennsylvania
$2.85M +$140K +1,672 +5%
CIR
654
Clear Investment Research
Georgia
$2.83M -$252K -3,000 -8%
FCT
655
Family Capital Trust
Massachusetts
$2.82M – – –
AF
656
Advisornet Financial
Minnesota
$2.81M +$216K +2,575 +8%
IWAG
657
Integer Wealth Advisors Group
Georgia
$2.81M +$2.81M +34,141 New
HCMT
658
Highland Capital Management (Tennessee)
Tennessee
$2.78M – – –
First Manhattan
659
First Manhattan
New York
$2.78M +$5.28K +63 +0.2%
BCWM
660
Blue Chip Wealth Management
Florida
$2.78M +$15K +179 +0.5%
NL
661
NEPC LLC
Massachusetts
$2.78M +$2.78M +33,118 New
CMANY
662
Capital Management Associates (New York)
New York
$2.74M +$1.22M +14,500 +80%
CA
663
Continuum Advisory
Idaho
$2.74M -$31.4K -375 -1%
TFS
664
Thoroughbred Financial Services
Tennessee
$2.72M +$344K +4,103 +15%
FLA
665
Financial Life Advisors
Texas
$2.7M -$136K -1,627 -5%
MYIA
666
Mount Yale Investment Advisors
Colorado
$2.7M +$174K +2,160 +7%
CMO
667
Covenant Multifamily Offices
Texas
$2.68M +$91.9K +1,063 +4%
AMG
668
Asset Management Group
Connecticut
$2.67M -$3.61K -43 -0.1%
FNBOO
669
First National Bank of Omaha
Nebraska
$2.65M -$239K -2,846 -8%
MSWMA
670
Market Street Wealth Management Advisors
Indiana
$2.65M +$33.9K +404 +1%
FIA
671
Foundations Investment Advisors
Arizona
$2.63M +$77.7K +928 +3%
PG
672
Prostatis Group
Maryland
$2.63M +$2.63M +31,344 New
AFC
673
AFT Forsyth & Company
Florida
$2.63M +$35.1K +418 +1%
KWM
674
Kingsview Wealth Management
Oregon
$2.62M +$725K +8,651 +38%
FWM
675
Frontier Wealth Management
Missouri
$2.62M -$618K -7,367 -19%
25 26
27
28 29