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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 %
EIA
901
Eldridge Investment Advisors
New Hampshire
$1.18M -$11.2K -134 -0.9%
MA
902
Mutual Advisors
Nebraska
$1.16M +$447K +5,339 +63%
BC
903
Brio Consultants
California
$1.16M +$121K +1,447 +12%
WJWM
904
Williams Jones Wealth Management
New York
$1.15M -$105K -1,250 -8%
BRWM
905
B. Riley Wealth Management
Tennessee
$1.15M +$379K +4,522 +49%
PB
906
Pinnacle Bancorp
Nebraska
$1.14M -$125K -1,490 -10%
FMWA
907
Forvis Mazars Wealth Advisors
Missouri
$1.14M +$32.9K +393 +3%
VWA
908
V Wealth Advisors
Kansas
$1.14M – – –
AWM
909
Avior Wealth Management
Nebraska
$1.14M +$29.5K +352 +3%
Wellington Management Group
910
Wellington Management Group
Massachusetts
$1.13M – – –
BC
911
Burleson & Co
California
$1.13M +$1.13M +13,359 New
AL
912
Aspiriant LLC
California
$1.13M -$24.1K -287 -2%
FNBOSM
913
First National Bank of South Miami
Florida
$1.12M -$209K -2,490 -16%
SFG
914
StrategIQ Financial Group
Indiana
$1.11M +$311K +3,713 +39%
FIM
915
Freedom Investment Management
Connecticut
$1.11M +$284K +3,381 +34%
CWA
916
Core Wealth Advisors
Florida
$1.11M +$1.11M +13,221 New
ST
917
Somerset Trust
Pennsylvania
$1.1M -$33.4K -398 -3%
ATWA
918
Arbor Trust Wealth Advisors
Michigan
$1.1M +$1.1M +13,094 New
1IA
919
1834 Investment Advisors
Wisconsin
$1.1M -$3.35K -40 -0.3%
EWM
920
Empirical Wealth Management
Washington
$1.09M +$217K +2,583 +25%
TCM
921
Twin Capital Management
Pennsylvania
$1.09M -$48.6K -580 -4%
WA
922
Wilshire Advisors
California
$1.09M -$48.6K -580 -4%
HPC
923
HM Payson & Co
Maine
$1.08M -$76.9K -917 -7%
TIA
924
Tiemann Investment Advisors
California
$1.08M +$17.1K +204 +2%
HR
925
Hayden Royal
North Carolina
$1.07M -$129K -1,551 -11%
35 36
37
38 39