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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 %
TAM
1351
Tealwood Asset Management
Minnesota
$246K +$922 +11 +0.4%
AFA
1352
American Financial Advisors
Georgia
$245K -$47.4K -608 -16%
SG Americas Securities
1353
SG Americas Securities
New York
$245K – – –
AWA
1354
Arkadios Wealth Advisors
Georgia
$243K +$243K +2,883 New
HDIM
1355
Hanson & Doremus Investment Management
Vermont
$241K – – –
KTC
1356
Kistler-Tiffany Companies
Pennsylvania
$241K +$45.8K +545 +23%
NB
1357
NBT Bank
New York
$241K +$241K +2,879 New
DE
1358
Day & Ennis
Georgia
$240K -$557K -6,656 -70%
NWM
1359
Northwest Wealth Management
Iowa
$240K -$80.4K -957 -25%
BWP
1360
BSW Wealth Partners
Colorado
$239K -$182K -2,165 -43%
CBTWT
1361
Community Bank & Trust (Waco, Texas)
Texas
$238K – – –
FAM
1362
Formidable Asset Management
Ohio
$237K +$237K +2,810 New
5L
1363
55I LLC
Massachusetts
$237K +$237K +2,828 New
WB
1364
Webster Bank
Connecticut
$236K – – –
FFC
1365
First Financial Corp
Indiana
$235K +$118K +1,407 +101%
IIM
1366
Ipswich Investment Management
Massachusetts
$234K +$7.54K +90 +3%
LAIC
1367
Lederer & Associates Investment Counsel
California
$233K -$419 -5 -0.2%
KCM
1368
Kornitzer Capital Management
Kansas
$233K – – –
BTW
1369
Boston Trust Walden
Massachusetts
$233K – – –
JGIA
1370
Jackson Grant Investment Advisers
Connecticut
$233K +$1.17K +14 +0.5%
CBT
1371
Capital Bank & Trust
California
$230K -$63.3K -756 -22%
BAM
1372
Barrett Asset Management
New York
$228K – – –
AAA
1373
Adams Asset Advisors
Texas
$228K +$228K +2,728 New
RPSA
1374
Richard P. Slaughter Associates
Texas
$227K +$227K +2,702 New
DMC
1375
Drexel Morgan & Co
Pennsylvania
$226K – – –
53 54
55
56 57