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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 %
S
1051
SignatureFD
Georgia
$706K -$25.8K -308 -4%
ACI
1052
Alpha Cubed Investments
California
$704K -$18.9K -225 -3%
CAN
1053
Claraphi Advisory Network
United States
$698K +$16.5K +197 +2%
VCA
1054
Verdence Capital Advisors
Maryland
$697K +$93.5K +1,115 +16%
EF
1055
Empirical Finance
Pennsylvania
$696K – – –
OAM
1056
Oak Asset Management
California
$695K +$839 +10 +0.1%
BFM
1057
Broadview Financial Management
Wisconsin
$694K +$2.85K +34 +0.4%
ZF
1058
Zhang Financial
Michigan
$686K – – –
ZIM
1059
Zacks Investment Management
Illinois
$685K -$92.5K -1,104 -12%
ICM
1060
Islay Capital Management
Texas
$683K +$683K +8,151 New
KLCM
1061
KG&L Capital Management
Louisiana
$678K -$11.2K -134 -2%
IC
1062
Intersect Capital
California
$675K – – –
EAM
1063
Evanson Asset Management
California
$675K +$1.26K +15 +0.2%
PMFA
1064
Plante Moran Financial Advisors
Michigan
$670K -$618K -7,373 -48%
DBRC
1065
D.B. Root & Company
Pennsylvania
$668K -$10.6K -127 -2%
TI
1066
Trexquant Investment
Connecticut
$668K +$668K +7,972 New
PG
1067
Patten Group
Tennessee
$665K -$147K -1,755 -18%
BPC
1068
Banque Pictet & Cie
Switzerland
$662K – – –
BIA
1069
Biondo Investment Advisors
Pennsylvania
$660K +$1.42K +17 +0.2%
PAM
1070
Peak Asset Management
Colorado
$656K +$6.29K +75 +1%
AIS
1071
American Investment Services
Massachusetts
$651K +$163K +1,944 +33%
BCM
1072
Brasada Capital Management
Texas
$647K – – –
KFP
1073
KMG Fiduciary Partners
Ohio
$643K +$92.8K +1,106 +17%
MMHP
1074
Murphy Middleton Hinkle & Parker
Georgia
$642K – – –
GCA
1075
Gradient Capital Advisors
California
$636K -$13.3K -159 -2%
41 42
43
44 45