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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 %
CCM
1301
Coe Capital Management
Illinois
$286K -$14.3K -170 -5%
BFG
1302
Barber Financial Group
Kansas
$285K -$10.7K -128 -4%
TFS
1303
TrustCore Financial Services
Tennessee
$285K +$2.86K +34 +1%
CPSC
1304
Carl P. Sherr & Co
Massachusetts
$285K +$285K +3,396 New
MAP
1305
Milestone Advisory Partners
North Carolina
$284K -$3.07M -36,628 -92%
JA
1306
JOYN Advisors
Georgia
$284K -$7.39K -88 -3%
BCA
1307
Bay Colony Advisors
Massachusetts
$283K +$1.1K +13 +0.4%
DWM
1308
Doyle Wealth Management
Florida
$283K +$283K +3,371 New
CCA
1309
Column Capital Advisors
Indiana
$281K +$281K +3,356 New
ANBT
1310
American National Bank & Trust
Texas
$280K -$9.64K -115 -3%
AC
1311
Alexandria Capital
Virginia
$279K -$2.77K -33 -1%
CS
1312
Cannell & Spears
New York
$278K – – –
SDWMA
1313
Schneider Downs Wealth Management Advisors
Pennsylvania
$278K +$754 +9 +0.3%
CIM
1314
Confluence Investment Management
Missouri
$275K – – –
APP
1315
Avantax Planning Partners
Iowa
$273K +$168 +2 +0.1%
IC
1316
IEQ Capital
California
$273K +$273K +3,261 New
TFA
1317
Transamerica Financial Advisors
Florida
$272K -$46.3K -550 -15%
WA1
1318
Wimmer Associates 1
California
$271K -$26.6K -318 -9%
EB
1319
Eastern Bank
Massachusetts
$271K +$271K +3,233 New
SWM
1320
SeaCrest Wealth Management
New York
$270K +$504 +6 +0.2%
EA
1321
Evergreen Advisors
Tennessee
$269K -$178K -2,131 -40%
SLG
1322
Stanley-Laman Group
Pennsylvania
$269K -$9.71K -116 -3%
LB
1323
Legacy Bridge
Iowa
$269K – – –
FPCG
1324
Fort Pitt Capital Group
Pennsylvania
$268K -$14.1K -168 -5%
ZB
1325
Zions Bancorporation
Utah
$268K – – –
51 52
53
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