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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 %
MCM
876
Maple Capital Management
Vermont
$1.29M -$25.2K -300 -2%
TI
877
Truepoint Inc
Ohio
$1.28M +$2.01K +24 +0.2%
Loomis, Sayles & Company
878
Loomis, Sayles & Company
Massachusetts
$1.28M +$1.28M +15,258 New
6M
879
6 Meridian
Kansas
$1.28M +$767K +9,142 +150%
SEEDPG
880
S.E.E.D. Planning Group
New York
$1.27M +$1.27M +15,148 New
BB
881
Busey Bank
Illinois
$1.25M +$13.1K +156 +1%
CCFM
882
Clear Creek Financial Management
Washington
$1.24M +$36.2K +429 +3%
BZWA
883
Blue Zone Wealth Advisors
California
$1.24M +$1.24M +14,841 New
HWM
884
Hohimer Wealth Management
Washington
$1.24M +$1.24M +14,798 New
TW
885
TrinityPoint Wealth
Connecticut
$1.24M -$5.03K -60 -0.4%
BIM
886
Bridgecreek Investment Management
Oklahoma
$1.24M – – –
MWM
887
Maltin Wealth Management
New Jersey
$1.23M +$1.23M +14,665 New
MHS
888
M Holdings Securities
Oregon
$1.23M +$274K +3,271 +29%
OFG
889
Oxford Financial Group
Indiana
$1.22M -$218K -2,605 -15%
CS
890
Credit Suisse
Switzerland
$1.22M +$1.22M +14,508 New
CCG
891
Cypress Capital Group
Florida
$1.21M -$61.3K -731 -5%
BAM
892
Belpointe Asset Management
Nevada
$1.21M +$123K +1,464 +11%
TC
893
Trust Company
Kansas
$1.21M -$24.7K -294 -2%
GC
894
Gilbert & Cook
Iowa
$1.2M -$1.34K -16 -0.1%
JCM
895
Janney Capital Management
Pennsylvania
$1.2M -$50.1K -598 -4%
LW
896
Linscomb Wealth
Texas
$1.2M -$9.81K -117 -0.8%
SIM
897
Stratos Investment Management
Ohio
$1.19M -$8.47K -101 -0.7%
WQ
898
Wealth Quarterback
New Jersey
$1.18M +$1.18M +20,563 New
DY
899
Dowling & Yahnke
California
$1.18M -$32.3K -385 -3%
CRCM
900
Corbett Road Capital Management
Virginia
$1.18M +$1.18M +14,062 New
34 35
36
37 38