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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 %
BOM
1201
Bank of Marin
California
$416K +$416K +4,966 New
AWM
1202
Alterna Wealth Management
Texas
$414K +$13.7K +163 +3%
MG
1203
Mather Group
Illinois
$414K +$56.9K +679 +16%
KCP
1204
KDI Capital Partners
North Carolina
$410K -$91K -1,084 -18%
DHFB
1205
Dixon Hubard Feinour & Brown
Virginia
$409K – – –
WCM
1206
WealthBridge Capital Management
Ohio
$405K – – –
AWM
1207
Altavista Wealth Management
North Carolina
$405K +$55.6K +663 +16%
NWS
1208
Newport Wealth Strategies
California
$403K +$139K +1,670 +53%
TCB
1209
Texas Capital Bancshares
Texas
$402K – – –
SFSG
1210
Sound Financial Strategies Group
Mississippi
$401K +$401K +4,779 New
KFI
1211
Key Financial Inc
Pennsylvania
$401K +$401K +4,785 New
SNB
1212
Security National Bank
Nebraska
$398K – – –
BI
1213
Ballast Inc
Kentucky
$397K +$3.94K +47 +1%
ASW
1214
Astoria Strategic Wealth
Texas
$397K +$397K +4,736 New
CA
1215
Corrado Advisors
New Jersey
$396K +$10.9K +130 +3%
MCM
1216
Mitchell Capital Management
Kansas
$395K +$1.01K +12 +0.3%
JCM
1217
Jacobi Capital Management
Pennsylvania
$395K +$15.6K +186 +4%
RA
1218
Riverstone Advisors
Texas
$395K +$395K +4,706 New
SBIA
1219
Sheaff Brock Investment Advisors
Indiana
$393K -$15.7K -187 -4%
MWA
1220
Meridian Wealth Advisors
Texas
$389K -$25.1K -300 -6%
NSB
1221
Norway Savings Bank
Maine
$385K +$4.7K +56 +1%
FFG
1222
Ford Financial Group
California
$385K +$385K +4,597 New
IC
1223
Innealta Capital
Texas
$383K +$145K +1,733 +61%
BUB
1224
BBVA USA Bancshares
Texas
$382K +$382K +4,562 New
ACA
1225
Affinity Capital Advisors
California
$379K +$379K +4,524 New
47 48
49
50 51