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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 %
EP
1426
Eudaimonia Partners
Tennessee
$150K +$150K +1,784 New
FMTCOCP
1427
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$145K – – –
FP
1428
Financial Perspectives
Minnesota
$141K +$141K +1,685 New
MIM
1429
Macroview Investment Management
Maryland
$138K -$265K -3,152 -66%
PIA
1430
Powell Investment Advisors
Florida
$135K +$135K +1,609 New
OIA
1431
Optimum Investment Advisors
Illinois
$134K -$5.55K -66 -4%
IRC
1432
Investors Research Corp
Georgia
$133K +$1.34K +16 +1%
SL
1433
Salomon & Ludwin
Virginia
$131K +$18.5K +221 +16%
BRC
1434
Bell Rock Capital
Delaware
$128K -$18.9K -224 -13%
LJHT
1435
Laurie J. Hall Trustee
$127K +$69.1K +824 +119%
LWM
1436
Liberty Wealth Management
California
$124K -$135K -1,611 -52%
GI
1437
Gradient Investments
Minnesota
$122K +$79K +945 +184%
CFFP
1438
Center for Financial Planning
Michigan
$121K +$121K +1,440 New
PCIA
1439
Prime Capital Investment Advisors
Kansas
$120K -$11.7K -140 -9%
WB
1440
West Bancorporation
Iowa
$120K +$120K +1,435 New
DC
1441
DeDora Capital
California
$116K +$116K +1,382 New
ClearBridge Investments
1442
ClearBridge Investments
New York
$113K – – –
FPB
1443
First PREMIER Bank
South Dakota
$113K – – –
NL
1444
NVWM LLC
Pennsylvania
$110K -$1.42M -17,006 -93%
POIA
1445
Pin Oak Investment Advisors
Texas
$110K -$39.6K -472 -26%
BWM
1446
Baystate Wealth Management
Massachusetts
$109K -$75.7K -901 -41%
MWP
1447
Meridian Wealth Partners
Pennsylvania
$109K +$109K +1,295 New
SMG
1448
Spectrum Management Group
Indiana
$106K -$265K -3,164 -71%
FGAM
1449
Financial Gravity Asset Management
Texas
$105K -$50.7K -235 -33%
GIP
1450
Granite Investment Partners
California
$104K +$50.8K +620 +95%
56 57
58
59 60