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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 %
RWA
801
River Wealth Advisors
Pennsylvania
$1.65M +$292K +3,479 +21%
LC
802
LCNB Corp
Ohio
$1.64M +$11.3K +135 +0.7%
JF
803
JSF Financial
California
$1.64M -$41.4K -494 -2%
BO
804
Bank OZK
Arkansas
$1.63M -$2.51K -30 -0.2%
BAS
805
Brown Advisory Securities
Maryland
$1.62M -$219K -2,614 -12%
AWP
806
Ascent Wealth Partners
New York
$1.62M +$587 +7 +0%
SFG
807
SevenBridge Financial Group
Pennsylvania
$1.61M +$635K +7,570 +65%
PWA
808
Peterson Wealth Advisors
Utah
$1.61M -$39.8K -475 -2%
FPTW
809
Franklin, Parlapiano, Turner & Welch
Texas
$1.61M – – –
JG
810
Jefferies Group
New York
$1.6M -$1.84M -21,899 -53%
PWS
811
Private Wealth Strategies
Ohio
$1.58M +$1.58M +18,877 New
BIA
812
Bigelow Investment Advisors
Maine
$1.58M +$6.62K +79 +0.4%
SC
813
Steph & Co
Wisconsin
$1.58M +$1.58M +18,826 New
SWM
814
SVA Wealth Management
Wisconsin
$1.58M -$141K -1,686 -8%
HIA
815
Harbor Investment Advisory
Maryland
$1.58M +$1.58M +18,825 New
CBU
816
CIBC Bank USA
Illinois
$1.58M – – –
JA
817
JVL Associates
Michigan
$1.57M – – –
SCA
818
Stillwater Capital Advisors
Pennsylvania
$1.57M +$47.9K +571 +3%
PWPS
819
Pinnacle Wealth Planning Services
Ohio
$1.57M -$26.7K -319 -2%
BBHC
820
Brown Brothers Harriman & Co
New York
$1.56M – – –
IFG
821
Investors Financial Group
Minnesota
$1.56M +$1.56M +18,586 New
ODCM
822
Old Dominion Capital Management
Virginia
$1.56M – – –
BS
823
Banco Santander
Spain
$1.55M – – –
GWMIA
824
Global Wealth Management Investment Advisory
Florida
$1.54M +$98.9K +1,179 +7%
JSL
825
JT Stratford LLC
Georgia
$1.54M +$634K +7,558 +70%
31 32
33
34 35