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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 %
WA
1076
Wealth Advisors
California
$636K +$636K +7,644 New
OMC
1077
Overbrook Management Corp
New York
$635K – – –
CA
1078
Calton & Associates
Florida
$635K +$155K +1,852 +32%
APW
1079
Aurora Private Wealth
New Jersey
$635K +$635K +7,578 New
SW
1080
SteelPeak Wealth
California
$634K +$634K +7,564 New
M
1081
MOTCO
Texas
$624K -$9.48K -113 -1%
GBBWRPM
1082
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$622K -$79.3K -946 -11%
MCM
1083
McRae Capital Management
New Jersey
$622K +$29.6K +353 +5%
SMFS
1084
Squar Milner Financial Services
California
$622K +$308K +3,673 +98%
MWM
1085
McNaughton Wealth Management
California
$622K +$622K +7,423 New
WCWM
1086
Wooster Corthell Wealth Management
Connecticut
$621K -$2.27K -27 -0.4%
CANC
1087
Culbertson A N & Co
Virginia
$621K +$24.4K +291 +4%
EA
1088
Emerald Advisors
Washington
$619K +$619K +7,508 New
CL
1089
Cabana LLC
Arkansas
$616K +$616K +7,345 New
DSA
1090
Droms Strauss Advisors
Missouri
$611K -$6.45K -77 -1%
PFA
1091
Pure Financial Advisors
California
$609K -$7.54K -90 -1%
MLIC
1092
Mandatum Life Insurance Company
Finland
$607K – – –
SCG
1093
Sonata Capital Group
Washington
$604K -$5.29K -63 -0.9%
QCIG
1094
Quad-Cities Investment Group
Iowa
$603K +$148K +1,765 +33%
BCM
1095
BTC Capital Management
Iowa
$601K +$2.69K +32 +0.4%
GMA
1096
Goldstein Munger & Associates
California
$596K – – –
TI
1097
tru Independence
Oregon
$596K +$596K +10,613 New
KIA
1098
KCM Investment Advisors
California
$593K -$2.18K -26 -0.4%
NSIM
1099
North Star Investment Management
Illinois
$591K -$66.2K -789 -10%
TCM
1100
Tufton Capital Management
Maryland
$591K +$15K +179 +3%
42 43
44
45 46