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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 %
FA
1101
FMA Advisory
Pennsylvania
$584K -$15.5K -185 -3%
AWM
1102
Aprio Wealth Management
Georgia
$581K +$581K +6,926 New
SFSIG
1103
San Francisco Sentry Investment Group
California
$580K -$43.2K -515 -7%
LSPW
1104
Lake Street Private Wealth
Illinois
$578K +$7.13K +85 +1%
GP
1105
Girard Partners
Pennsylvania
$577K +$182K +2,171 +46%
TD Asset Management
1106
TD Asset Management
Ontario, Canada
$576K -$31K -372 -5%
LFG
1107
LifePlan Financial Group
Ohio
$572K -$574K -6,849 -50%
AP
1108
Arlington Partners
Alabama
$568K – – –
KP
1109
Keel Point
Alabama
$567K +$106K +1,259 +23%
SCM
1110
Shelton Capital Management
Colorado
$567K +$567K +6,759 New
CSPIA
1111
Cary Street Partners Investment Advisory
Virginia
$567K +$567K +6,763 New
CPP
1112
Crow Point Partners
Massachusetts
$565K -$1.28M -25,226 -69%
WPP
1113
Whalerock Point Partners
Rhode Island
$564K -$21.7K -259 -4%
BFA
1114
Bragg Financial Advisors
North Carolina
$563K -$6.38K -76 -1%
HIS
1115
Horizon Investment Services
Indiana
$563K +$48.9K +583 +10%
CG
1116
Corundum Group
Colorado
$561K – – –
PCM
1117
Perritt Capital Management
Illinois
$556K -$19.4K -231 -3%
HT
1118
Heritage Trust
Oklahoma
$555K +$19.4K +232 +4%
CHA
1119
Carmichael Hill & Associates
Maryland
$555K +$44.8K +534 +9%
SHA
1120
Seneca House Advisors
Virginia
$551K -$88.4K -1,055 -14%
IAN
1121
Integrated Advisors Network
Texas
$550K +$550K +6,557 New
CA
1122
Claro Advisors
Massachusetts
$543K -$11.3K -135 -2%
BI
1123
Bredin Investment
Delaware
$540K – – –
LCC
1124
Lincoln Capital Corp
Rhode Island
$538K -$35.6K -425 -6%
AF
1125
Alerus Financial
North Dakota
$537K – – –
43 44
45
46 47