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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 %
DCM
1026
Donaldson Capital Management
Indiana
$776K -$57.3K -684 -7%
OC
1027
Oakworth Capital
Alabama
$773K +$4.59K +55 +0.6%
SWM
1028
Sugarloaf Wealth Management
Georgia
$765K +$765K +9,120 New
ACP
1029
Aviance Capital Partners
Florida
$764K +$115K +1,368 +18%
PSF
1030
Pacific Sun Financial
California
$763K -$1.68K -20 -0.2%
SAM
1031
Seelaus Asset Management
New Jersey
$759K +$104K +1,243 +16%
Fayez Sarofim & Co
1032
Fayez Sarofim & Co
Texas
$759K +$537K +6,401 +242%
BCM
1033
Brookmont Capital Management
Texas
$758K +$84 +1 +0%
SSWG
1034
Seven Springs Wealth Group
Tennessee
$758K +$758K +9,036 New
Citadel Advisors
1035
Citadel Advisors
Florida
$756K +$756K +9,015 New
CFSG
1036
Community Financial Services Group
Vermont
$755K +$16.9K +201 +2%
FNC
1037
First National Corp
Massachusetts
$751K +$26.2K +313 +4%
BW
1038
Bison Wealth
Georgia
$746K +$11.7K +139 +2%
PIA
1039
Perennial Investment Advisors
California
$744K +$744K +8,866 New
TCM
1040
Tuttle Capital Management
Connecticut
$736K +$736K +8,783 New
RA
1041
Rational Advisors
New York
$736K +$736K +8,783 New
AP
1042
Adero Partners
California
$734K +$734K +8,754 New
HFS
1043
Haverford Financial Services
Pennsylvania
$726K – – –
FCB
1044
First Command Bank
Texas
$725K +$375K +4,466 +107%
FCFS
1045
First Command Financial Services
Texas
$725K +$375K +4,466 +107%
MC
1046
Moors & Cabot
Massachusetts
$724K +$7.53K +90 +1%
CCA
1047
Clearwater Capital Advisors
Illinois
$718K -$117K -1,397 -14%
TA
1048
Trellis Advisors
Washington
$717K – – –
WPC
1049
Waters Parkerson & Co
Louisiana
$713K +$99.5K +1,186 +16%
HCIA
1050
Hochman Cole Investment Advisors
Illinois
$710K -$5.87K -70 -0.8%
40 41
42
43 44