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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 %
LWP
726
Legacy Wealth Planning
Nevada
$2.17M +$2.17M +25,863 New
IIC
727
Integrated Investment Consultants
Michigan
$2.17M +$1.11M +21,337 +104%
MBTD
728
Mechanics Bank - Trust Department
California
$2.17M -$87.6K -1,045 -4%
LDFR
729
Lehman & Derafelo Financial Resources
Pennsylvania
$2.16M – – –
TFCP
730
Twin Focus Capital Partners
Massachusetts
$2.15M +$176K +2,093 +9%
SWA
731
Sutton Wealth Advisors
Florida
$2.12M -$9.73K -116 -0.5%
HIMC
732
Heritage Investors Management Corp
Maryland
$2.11M +$148K +1,764 +8%
CCP
733
Cardan Capital Partners
Colorado
$2.11M +$197K +2,344 +10%
IWMA
734
Ironwood Wealth Management (Arizona)
Arizona
$2.11M +$216K +2,572 +11%
SFM
735
Signet Financial Management
New Jersey
$2.09M -$77.2K -920 -4%
PO
736
Private Ocean
California
$2.09M -$265K -3,160 -11%
MCM
737
Manchester Capital Management
Vermont
$2.09M -$1.51K -18 -0.1%
AF
738
Apexium Financial
Texas
$2.08M +$2.08M +24,792 New
PAM
739
Premier Asset Management
Illinois
$2.06M +$640K +7,638 +45%
Chevy Chase Trust
740
Chevy Chase Trust
Maryland
$2.06M +$82.4K +983 +4%
PIM
741
Penobscot Investment Management
Massachusetts
$2.06M +$29.3K +350 +1%
FMI
742
Fiduciary Management Inc
Wisconsin
$2.04M +$1.57M +18,761 +336%
WC
743
Weil Company
California
$2.03M -$109K -1,297 -5%
BIM
744
Baldwin Investment Management
Pennsylvania
$2.01M -$16.8K -200 -0.8%
MPCG
745
Matrix Private Capital Group
New York
$2.01M +$2.01M +23,958 New
CBT
746
Central Bank & Trust
Kentucky
$2.01M -$6.37K -76 -0.3%
DWA
747
Dougherty Wealth Advisers
Minnesota
$1.99M – – –
RTS
748
Round Table Services
New Jersey
$1.99M -$8.81K -105 -0.4%
DL
749
DOHJ LLC
Washington
$1.99M +$1.99M +23,702 New
OFG
750
Omega Financial Group
California
$1.99M +$69.6K +830 +4%
28 29
30
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