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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 %
WI
751
WrapManager Inc
California
$1.98M -$88.6K -1,056 -4%
SAM
752
Secure Asset Management
Michigan
$1.98M +$1.98M +23,618 New
BFA
753
Beaumont Financial Advisors
Massachusetts
$1.98M -$237K -2,830 -11%
CCT
754
Country Club Trust
Missouri
$1.98M +$91.4K +1,093 +5%
CNB
755
Camden National Bank
Maine
$1.98M +$595K +7,096 +43%
MCM
756
Mattern Capital Management
Colorado
$1.97M +$1.97M +23,482 New
ACM
757
Alpha Capital Management
Texas
$1.97M +$70K +835 +4%
AFS
758
Aft Forsyth & Sober
Florida
$1.96M +$1.96M +23,425 New
PL
759
Parthenon LLC
Kentucky
$1.95M +$75.4K +900 +4%
VIM
760
Vista Investment Management
Pennsylvania
$1.95M +$9.48K +113 +0.5%
FBA
761
Front Barnett Associates
Illinois
$1.95M +$1,000K +11,925 +106%
BCM
762
Brookstone Capital Management
Illinois
$1.93M -$451K -5,384 -19%
WAM
763
Wakefield Asset Management
Colorado
$1.93M -$27.1K -323 -1%
1NWS
764
1 North Wealth Services
Maryland
$1.93M +$53K +632 +3%
PFA
765
Pathway Financial Advisors
Vermont
$1.92M +$19.4K +230 +1%
CT
766
Cambridge Trust
Massachusetts
$1.91M +$111K +1,318 +6%
CA
767
Cambridge Advisors
Nebraska
$1.9M -$77.6K -925 -4%
HH
768
Hilltop Holdings
Texas
$1.9M +$1.15M +13,667 +153%
PWM
769
Provident Wealth Management
Tennessee
$1.89M +$1.89M +22,560 New
PIMG
770
Patriot Investment Management Group
Tennessee
$1.89M +$16.6K +198 +0.9%
NFG
771
Next Financial Group
Texas
$1.89M +$288K +3,429 +18%
WT
772
Washington Trust
Rhode Island
$1.89M +$470K +5,599 +33%
Lido Advisors
773
Lido Advisors
California
$1.88M -$253K -3,015 -12%
Mercer Global Advisors
774
Mercer Global Advisors
Colorado
$1.88M +$54.2K +646 +3%
LWM
775
Lyell Wealth Management
California
$1.88M +$195K +2,320 +12%
29 30
31
32 33