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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 %
HCA
1126
Harbour Capital Advisors
Virginia
$536K +$5.45K +65 +1%
APWM
1127
Atlas Private Wealth Management
New York
$534K +$534K +6,371 New
ST
1128
Sageworth Trust
Pennsylvania
$532K – – –
MWM
1129
Modera Wealth Management
New Jersey
$530K +$43.9K +524 +9%
MPM
1130
Meritage Portfolio Management
Kansas
$528K +$31.8K +380 +6%
PA
1131
Probity Advisors
Texas
$528K +$91.6K +1,091 +21%
SA
1132
Strategic Advisors
New York
$527K +$184K +2,192 +54%
SW
1133
SlateStone Wealth
Florida
$526K -$108K -1,286 -17%
TCWM
1134
Total Clarity Wealth Management
Illinois
$524K +$524K +6,252 New
DDC
1135
DF Dent & Co
Maryland
$520K -$8.72K -104 -2%
PWM
1136
PBMares Wealth Management
Virginia
$514K +$514K +6,127 New
BA
1137
Ballast Advisors
Minnesota
$514K +$514K +6,130 New
RC
1138
RegentAtlantic Capital
New Jersey
$512K – – –
SWM
1139
Stockman Wealth Management
Montana
$511K -$21.8K -260 -4%
SAM
1140
Strategy Asset Managers
California
$508K +$508K +6,060 New
FA
1141
Financial Advisors
Massachusetts
$507K +$251 +3 +0%
JIC
1142
Joel Isaacson & Co
New York
$507K +$160K +1,908 +46%
IIA
1143
IPG Investment Advisors
California
$504K +$25.6K +305 +5%
SC
1144
Scotia Capital
Ontario, Canada
$503K -$331K -3,950 -40%
TRSOTSOK
1145
Teachers Retirement System of the State of Kentucky
Kentucky
$503K – – –
SSWM
1146
Smith Salley Wealth Management
North Carolina
$500K -$30.3K -361 -6%
SXL
1147
Summit X LLC
Missouri
$498K -$1.1M -13,166 -69%
IC
1148
InterOcean Capital
Illinois
$495K – – –
KC
1149
Kingfisher Capital
North Carolina
$494K +$1.09K +13 +0.2%
CMP
1150
Courage Miller Partners
Virginia
$494K +$1.51K +18 +0.3%
44 45
46
47 48