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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 %
PPWM
926
PFG Private Wealth Management
Florida
$1.07M +$1.07M +12,802 New
AOWM
927
Alpha Omega Wealth Management
Virginia
$1.07M +$35.5K +423 +3%
Neuberger Berman Group
928
Neuberger Berman Group
New York
$1.07M -$18.7K -223 -2%
MCM
929
MV Capital Management
Maryland
$1.07M -$20.4K -243 -2%
PCS
930
Personal CFO Solutions
New Jersey
$1.07M +$81.4K +971 +8%
KPCM
931
Kings Point Capital Management
New York
$1.07M +$198K +2,356 +23%
TAM
932
Townsend Asset Management
North Carolina
$1.06M +$1.06M +12,664 New
PCA
933
Providence Capital Advisors
North Carolina
$1.06M -$16.6K -198 -2%
CWM
934
CCG Wealth Management
California
$1.05M +$567K +6,762 +117%
VCM
935
Vivaldi Capital Management
Illinois
$1.05M -$13.3K -159 -1%
BDF
936
Balasa Dinverno & Foltz
$1.05M +$30.5K +364 +3%
FMW
937
Farr Miller & Washington
District of Columbia
$1.04M +$89.5K +1,068 +9%
TH
938
TCTC Holdings
Texas
$1.04M – – –
CT
939
Columbia Trust
Oregon
$1.03M +$1.03M +12,304 New
QIM
940
Quantitative Investment Management
Virginia
$1.03M +$1.03M +12,273 New
MOACM
941
Mutual of America Capital Management
New York
$1.03M +$270K +3,223 +36%
CWS
942
Cypress Wealth Services
California
$1.03M -$252K -3,005 -20%
PAI
943
Pittenger & Anderson Inc
Nebraska
$1.02M -$65.3K -779 -6%
IP
944
Intellectus Partners
California
$1.02M +$87.4K +1,042 +9%
SQA
945
Simon Quick Advisors
New Jersey
$1.02M +$450K +5,361 +79%
RWA
946
Ropes Wealth Advisors
Massachusetts
$1.01M -$46.1K -550 -4%
BAM
947
Beaumont Asset Management
Texas
$1.01M +$1.01M +11,987 New
CAL
948
Capital Advisors Ltd
Ohio
$1M -$7.38K -88 -0.7%
SWP
949
Summit Wealth Partners
Florida
$1M +$1M +11,962 New
WF
950
Welch & Forbes
Massachusetts
$999K +$558K +6,656 +127%
36 37
38
39 40