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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 %
RMDI
776
R.M. Davis Inc
Maine
$1.88M +$497K +5,933 +36%
BAM
777
Baldrige Asset Management
Pennsylvania
$1.87M -$143K -1,705 -7%
IAS
778
Investment Advisory Services
Texas
$1.87M +$1.87M +22,345 New
AllianceBernstein
779
AllianceBernstein
Tennessee
$1.87M +$737K +8,783 +65%
CBFP
780
Cedar Brook Financial Partners
Ohio
$1.87M -$244K -2,910 -12%
WS
781
Wedbush Securities
California
$1.86M +$78.8K +940 +4%
PFA
782
Professional Financial Advisors
Nebraska
$1.85M +$1.85M +22,095 New
22CM
783
20/20 Capital Management
California
$1.83M +$1.83M +21,864 New
ACP
784
Aveo Capital Partners
Colorado
$1.82M -$56.4K -673 -3%
WPW
785
Waldron Private Wealth
Pennsylvania
$1.81M +$11.4K +136 +0.6%
SFA
786
Sequoia Financial Advisors
Ohio
$1.78M +$49.6K +592 +3%
GTAM
787
Global Trust Asset Management
Florida
$1.77M +$384K +4,579 +28%
NFG
788
NewFocus Financial Group
Washington
$1.76M +$997K +11,890 +131%
TCOT
789
Trust Company of Toledo
Ohio
$1.75M -$168 -2 -0%
ACM
790
AUA Capital Management
Pennsylvania
$1.74M -$137K -1,636 -7%
BCWM
791
Bartlett & Co Wealth Management
Ohio
$1.74M -$50.4K -601 -3%
CPIA
792
Cornell Pochily Investment Advisors
New York
$1.72M +$63.1K +752 +4%
H
793
HoyleCohen
California
$1.72M -$10.9K -130 -0.6%
WWM
794
Windsor Wealth Management
Indiana
$1.72M +$4.45K +53 +0.3%
AIA
795
Arcadia Investment Advisors
Idaho
$1.7M -$43.9K -524 -3%
CL
796
Choreo LLC
Illinois
$1.68M +$91.8K +1,095 +6%
AW
797
ACG Wealth
Georgia
$1.68M -$784K -9,347 -32%
LFA
798
Legacy Financial Advisors
Kentucky
$1.67M +$58.8K +702 +4%
TVAMP
799
Tennessee Valley Asset Management Partners
Tennessee
$1.66M +$48.4K +577 +3%
GPWA
800
Great Point Wealth Advisors
Massachusetts
$1.66M +$120K +1,428 +8%
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