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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 %
RCA
1151
Rowland Carmichael Advisors
Arizona
$493K -$124K -1,481 -20%
MCP
1152
Mirador Capital Partners
California
$493K -$66.7K -796 -12%
DSC
1153
Duncker Streett & Co
Missouri
$493K +$1.43K +17 +0.3%
CAG
1154
Csenge Advisory Group
Florida
$490K – – –
CAM
1155
Concorde Asset Management
Michigan
$489K -$404K -4,816 -45%
OFG
1156
OmniStar Financial Group
North Carolina
$488K -$119K -1,417 -20%
EP
1157
Edgestream Partners
New Jersey
$485K +$485K +5,783 New
CGL
1158
Clarius Group LLC
Washington
$484K -$182K -2,160 -27%
SFP
1159
Strategic Financial Planning
Texas
$482K +$482K +5,744 New
QWM
1160
QP Wealth Management
New Jersey
$481K +$481K +5,840 New
NCM
1161
Noesis Capital Mangement
Florida
$479K +$479K +5,707 New
ACM
1162
Advisors Capital Management
New Jersey
$479K +$479K +5,715 New
BCP
1163
Blue Chip Partners
Michigan
$479K +$479K +5,716 New
MWM
1164
Minot Wealth Management
Massachusetts
$478K +$478K +5,657 New
MOS
1165
MGO One Seven
Ohio
$475K -$11.2K -134 -2%
ESB
1166
Essex Savings Bank
Connecticut
$471K +$419 +5 +0.1%
AIM
1167
Alhambra Investment Management
Florida
$471K +$471K +5,617 New
SFG
1168
Sowa Financial Group
Rhode Island
$471K +$471K +5,617 New
EI
1169
Ellevest Inc
New York
$469K +$28.7K +342 +7%
GC
1170
Garde Capital
Washington
$469K +$41.4K +494 +10%
SVWAG
1171
Sound View Wealth Advisors Group
Georgia
$464K +$90.1K +1,075 +24%
DACG
1172
Donor Advised Charitable Giving
California
$462K -$29.2K -348 -6%
MPW
1173
Monterey Private Wealth
California
$462K +$462K +5,512 New
SYBT
1174
Stock Yards Bank & Trust
Kentucky
$460K – – –
FIM
1175
Frontier Investment Management
Texas
$460K +$5.87K +70 +1%
45 46
47
48 49