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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 %
VI
1251
Vestcor Inc
New Brunswick, Canada
$357K +$357K +4,256 New
PMG
1252
Private Management Group
California
$356K – – –
GAMC
1253
Garner Asset Management Corp
Texas
$353K +$1.34K +16 +0.4%
VWM
1254
Vigilare Wealth Management
Arizona
$353K +$353K +4,347 New
PCMK
1255
Paragon Capital Management (Kansas)
Kansas
$349K – – –
CONA
1256
Capital One National Association
New York
$349K +$349K +4,168 New
RFWA
1257
RPg Family Wealth Advisory
Massachusetts
$347K -$41.8K -498 -11%
BMCM
1258
Bryn Mawr Capital Management
Pennsylvania
$346K +$14.8K +176 +4%
B
1259
Brightworth
Georgia
$341K +$19.1K +227 +6%
ECG
1260
Edge Capital Group
Georgia
$340K – – –
FWSM
1261
First Wilshire Securities Management
California
$335K – – –
LCM
1262
Leisure Capital Management
California
$335K – – –
ADL
1263
Asset Dedication LLC
California
$333K +$176K +2,095 +112%
WC
1264
Woodstock Corp
Massachusetts
$332K – – –
CST
1265
Charles Schwab Trust
Nevada
$330K +$8.39K +100 +3%
SIA
1266
Sovereign Investment Advisors
Arizona
$330K +$330K +3,933 New
BS
1267
Boenning & Scattergood
Pennsylvania
$329K -$6.53K -78 -2%
LSA
1268
Lion Street Advisors
Texas
$329K +$329K +3,934 New
FBB
1269
Fulton Breakefield Broenniman
Maryland
$328K +$6.12K +73 +2%
PP
1270
Patten & Patten
Tennessee
$328K +$328K +3,911 New
EHC
1271
Everett Harris & Co
California
$327K -$8.4K -100 -3%
CPC
1272
Congress Park Capital
New York
$324K +$324K +3,862 New
BP
1273
BBR Partners
New York
$323K +$12K +143 +4%
AWE
1274
Avidian Wealth Enterprises
Texas
$323K +$21.9K +262 +7%
DWM
1275
Dakota Wealth Management
Florida
$322K +$5.12K +61 +2%
49 50
51
52 53