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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 %
TTWM
951
TCV Trust & Wealth Management
Virginia
$995K +$5.28K +63 +0.5%
SFG
952
Sather Financial Group
Texas
$987K +$419K +5,000 +74%
MIC
953
Meridian Investment Counsel
California
$980K – – –
PPSG
954
Princeton Portfolio Strategies Group
New Jersey
$976K +$741K +8,836 +315%
CC
955
Cadinha & Co
Hawaii
$960K +$139K +1,653 +17%
P
956
&Partners
Tennessee
$958K +$209K +2,495 +28%
AMCA
957
Arthur M. Cohen & Associates
Illinois
$957K +$839 +10 +0.1%
DBT
958
Dubuque Bank & Trust
Iowa
$951K -$463K -5,520 -33%
JWS
959
Juncture Wealth Strategies
Arizona
$941K +$62.8K +749 +7%
GG
960
GenWealth Group
New Jersey
$940K +$2.77K +33 +0.3%
MFT
961
Moisand Fitzgerald Tamayo
Florida
$939K -$2.85K -34 -0.3%
TW
962
Transform Wealth
Colorado
$938K +$938K +11,190 New
LPWM
963
Lake Point Wealth Management
Texas
$937K +$937K +11,169 New
OBGC
964
O'Brien Greene & Co
Pennsylvania
$932K +$75.5K +900 +9%
CCMD
965
Cypress Capital Management (Delaware)
Delaware
$925K -$8.39K -100 -0.9%
W
966
WealthOne
New York
$925K +$925K +11,032 New
HVIA
967
Hudson Valley Investment Advisors
New York
$924K -$23.1K -275 -2%
EWM
968
Endurance Wealth Management
Rhode Island
$919K +$14.7K +175 +2%
PL
969
Plancorp LLC
Missouri
$918K +$44.3K +529 +5%
SAM
970
Silvercrest Asset Management
New York
$918K +$562K +6,702 +158%
SSW
971
Smith Shellnut Wilson
Mississippi
$916K +$6.46K +77 +0.7%
AWM
972
Argent Wealth Management
Massachusetts
$915K +$915K +10,916 New
AC
973
Avestar Capital
New York
$914K -$60.4K -721 -6%
ECM
974
Evergreen Capital Management
Washington
$904K +$84 +1 +0%
PWP
975
Principle Wealth Partners
Connecticut
$900K -$102K -1,217 -10%
37 38
39
40 41