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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 %
CSIC
701
Clifford Swan Investment Counsel
California
$2.34M +$20.4K +243 +0.9%
LWA
702
Lineweaver Wealth Advisors
Ohio
$2.34M +$2.34M +27,921 New
SBH
703
Segall Bryant & Hamill
Illinois
$2.33M -$52.8K -630 -2%
NPT
704
Nixon Peabody Trust
Massachusetts
$2.32M -$48.1K -573 -2%
HF
705
HRT Financial
New York
$2.31M +$1.22M +14,525 +112%
AIP
706
Ameritas Investment Partners
Nebraska
$2.29M -$134K -1,597 -6%
BWAM
707
Boyd Watterson Asset Management
Ohio
$2.28M +$4.86K +58 +0.2%
GVAG
708
Great Valley Advisor Group
Delaware
$2.27M -$678K -8,082 -23%
MFG
709
Merit Financial Group
Georgia
$2.27M -$40.7K -485 -2%
GH
710
GAM Holding
Switzerland
$2.26M – – –
PWM
711
Perigon Wealth Management
California
$2.25M +$258K +3,073 +13%
CF
712
Centaurus Financial
California
$2.25M +$494K +5,891 +28%
SFI
713
SPC Financial Inc
Maryland
$2.25M +$287K +3,418 +15%
NC
714
NewSquare Capital
Pennsylvania
$2.24M +$48.2K +575 +2%
WPIC
715
White Pine Investment Company
Michigan
$2.23M +$1.42M +16,892 +175%
CCM
716
Coldstream Capital Management
Washington
$2.21M -$271K -3,235 -11%
RBC
717
Roble Belko & Company
Pennsylvania
$2.21M -$13.6K -162 -0.6%
KFGK
718
Keystone Financial Group (Kentucky)
Kentucky
$2.2M -$804K -9,594 -27%
PP
719
PrairieView Partners
Minnesota
$2.19M -$30.5K -364 -1%
TWA
720
Tillar-Wenstrup Advisors
Ohio
$2.19M -$48.6K -579 -2%
PWW
721
Pettyjohn Wood & White
Virginia
$2.19M -$20.7K -247 -0.9%
FWP
722
FAS Wealth Partners
Kansas
$2.18M +$110K +1,307 +5%
QCM
723
Quest Capital Management
Texas
$2.18M -$151K -1,800 -6%
AFG
724
Arkansas Financial Group
Arkansas
$2.17M +$215K +2,559 +11%
MA
725
Montag & Associates
Georgia
$2.17M -$249K -2,973 -10%
27 28
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