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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 %
SWMG
1276
Strategic Wealth Management Group
Maryland
$322K +$322K +3,837 New
AIM
1277
Axiom Investment Management
New York
$321K -$1.93K -23 -0.6%
RZH
1278
Relyea Zuckerberg Hanson
Connecticut
$320K +$320K +3,819 New
VBFG
1279
Vishria Bird Financial Group
Tennessee
$319K -$7.05K -84 -2%
NEIRG
1280
New England Investment & Retirement Group
Massachusetts
$318K +$1.68K +20 +0.5%
SSWM
1281
Sheets Smith Wealth Management
North Carolina
$316K -$1.43K -17 -0.4%
NAS
1282
Nicolet Advisory Services
Wisconsin
$316K +$89.8K +1,070 +40%
BWP
1283
Baldwin Wealth Partners
Massachusetts
$313K +$8.4K +100 +3%
HA
1284
Harborview Advisors
Maine
$306K +$587 +7 +0.2%
LBD
1285
Landsberg Bennett & Dubbaneh
Florida
$306K +$35K +419 +13%
CAW
1286
Cornerstone Advisors (Washington)
Washington
$305K – – –
ECA
1287
Elevated Capital Advisors
Utah
$304K +$304K +3,629 New
AIM
1288
Allen Investment Management
New York
$303K – – –
ACA
1289
Ascension Capital Advisors
Texas
$302K +$302K +3,597 New
LFPWM
1290
Leicht Financial Planning & Wealth Management
New Jersey
$299K -$79.6K -949 -21%
SWP
1291
Strategic Wealth Partners
Ohio
$297K -$13.3K -159 -4%
KCM
1292
Karp Capital Management
California
$297K – – –
IP
1293
Investment Partners
Ohio
$295K +$168 +2 +0.1%
ACB
1294
Aristotle Capital Boston
Massachusetts
$294K +$193K +2,301 +192%
VAM
1295
Verity Asset Management
North Carolina
$293K +$293K +3,490 New
HBWM
1296
Hollow Brook Wealth Management
New York
$291K – – –
HFA
1297
Hoover Financial Advisors
Pennsylvania
$291K +$39.2K +468 +16%
AWMG
1298
Alliance Wealth Management Group
New Jersey
$289K +$5.08K +61 +2%
AFAS
1299
Acorn Financial Advisory Services
Virginia
$289K +$289K +3,434 New
ISB
1300
Iowa State Bank
Iowa
$289K +$289K +3,446 New
50 51
52
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