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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
$1.62B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.29B
3
Truist Financial
Truist Financial
North Carolina
$306M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$149M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$726M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$158M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$413M
3
HI
Horizon Investments
North Carolina
$10.4M
4
M&T Bank
M&T Bank
New York
$0
5
BlackRock
BlackRock
New York
$733M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$39.2M -$6.45M -76,873 -14%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$38.7M +$226K +2,693 +0.6%
Millennium Management
103
Millennium Management
New York
$38.1M +$36.4M +433,599 +2,066%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$37.7M +$37.7M +450,000 New
MCM
105
MAI Capital Management
Ohio
$37.5M +$2.17M +25,887 +6%
Financial Engines Advisors
106
Financial Engines Advisors
California
$37.1M +$34.5M +411,207 +1,308%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$37M -$126K -1,505 -0.3%
RW
108
RVW Wealth
California
$36.9M +$770K +9,178 +2%
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$36.3M -$96.8K -1,155 -0.3%
GIM
110
Goelzer Investment Management
Indiana
$36.3M +$1.31M +15,642 +4%
WA
111
Wealth Architects
California
$36.1M +$972K +11,590 +3%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$35.9M +$981K +11,703 +3%
VC
113
Vicus Capital
Pennsylvania
$35.5M +$2.63M +31,369 +8%
MFG
114
Magnus Financial Group
New York
$35.1M +$5.02M +59,852 +17%
DT
115
Diversified Trust
Tennessee
$34.8M +$2.68K +32 +0%
BSB
116
Bangor Savings Bank
Maine
$34.7M +$900K +10,729 +3%
PP
117
Pegasus Partners
Wisconsin
$34.7M -$6.41M -76,459 -16%
CTA
118
Chesley Taft & Associates
Illinois
$34.6M -$408K -4,860 -1%
GWM
119
Geneos Wealth Management
Colorado
$33.8M +$1.27M +15,237 +4%
EWM
120
Executive Wealth Management
Michigan
$33.6M +$31.3M +373,831 +1,411%
KA
121
Klingman & Associates
New York
$33.3M +$2.55M +30,440 +8%
BF
122
BOK Financial
Oklahoma
$32.9M +$276K +3,289 +0.8%
Bessemer Group
123
Bessemer Group
New Jersey
$32.1M +$4M +47,733 +14%
CCM
124
Covington Capital Management
California
$31.5M +$1.23M +14,699 +4%
CI
125
Conning Inc
Connecticut
$31M +$6.78M +80,830 +28%
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