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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 %
CI
1176
Cigna Investments
Connecticut
$457K -$86.9K -1,080 -16%
CIAS
1177
CBIZ Investment Advisory Services
Ohio
$457K – – –
AFM
1178
Abbot Financial Management
Massachusetts
$457K +$14.5K +173 +3%
CWA
1179
Clarus Wealth Advisors
Arizona
$457K +$457K +5,481 New
LCM
1180
Logan Capital Management
Pennsylvania
$456K +$838 +10 +0.2%
MCM
1181
Maryland Capital Management
Maryland
$455K – – –
AIC
1182
Archer Investment Corporation
Indiana
$453K -$81.4K -972 -15%
OC
1183
Oarsman Capital
Wisconsin
$448K +$4.87K +58 +1%
TC
1184
Truvestments Capital
Florida
$446K +$419 +5 +0.1%
Fisher Asset Management
1185
Fisher Asset Management
Washington
$444K +$444K +5,296 New
FPCP
1186
Fort Point Capital Partners
California
$442K -$76.1K -908 -15%
SEI Investments
1187
SEI Investments
Pennsylvania
$438K -$7.39K -88 -2%
CCT
1188
Capital City Trust
Florida
$434K +$150K +1,789 +53%
HCM
1189
Howland Capital Management
Massachusetts
$432K +$432K +5,157 New
AF
1190
Allworth Financial
California
$430K +$117K +1,391 +37%
FCFC
1191
First Citizens Financial Corp
Iowa
$430K +$430K +5,127 New
WMA
1192
Wealth Management Associates
New Jersey
$429K -$9.9K -118 -2%
ICM
1193
IMS Capital Management
Oregon
$428K +$95.2K +1,135 +29%
NWP
1194
Northstar Wealth Partners
Connecticut
$425K -$4.86K -58 -1%
CWM
1195
Chesapeake Wealth Management
Virginia
$425K -$4.45K -53 -1%
CAS
1196
Cascadia Advisory Services
Oregon
$425K +$425K +5,065 New
HCM
1197
Hollencrest Capital Management
California
$423K +$64.2K +765 +18%
SFG
1198
SNS Financial Group
Minnesota
$419K -$25.4K -303 -6%
GC
1199
Gibson Capital
Pennsylvania
$419K – – –
SC
1200
Scholtz & Company
Connecticut
$419K – – –
46 47
48
49 50