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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 %
CWP
1451
CFM Wealth Partners
Texas
$98K +$98K +1,151 New
VRM
1452
Vectors Research Management
New York
$97K +$13.2K +157 +16%
IFWM
1453
Institute for Wealth Management
Colorado
$93K +$93K +1,108 New
PWMG
1454
Prestige Wealth Management Group
New Jersey
$91K -$3.35K -40 -4%
CA
1455
Centerpoint Advisors
Massachusetts
$91K +$79.8K +950 +709%
SAM
1456
S.A. Mason
Michigan
$91K +$91K +1,091 New
FRA
1457
Front Row Advisors
California
$89K +$505 +6 +0.6%
DAM
1458
Delta Asset Management
Tennessee
$86K +$751 +9 +0.9%
APW
1459
Acima Private Wealth
Virginia
$86K +$86K +1,030 New
NCM
1460
New Capital Management
Texas
$83K – – –
FEG
1461
Financial Enhancement Group
Indiana
$82K – – –
BAMG
1462
Brand Asset Management Group
Missouri
$81K – – –
IFA
1463
Interactive Financial Advisors
Illinois
$81K +$81K +969 New
SCA
1464
Stonebridge Capital Advisors
Minnesota
$76K -$125K -1,503 -62%
FMB
1465
Field & Main Bank
Kentucky
$76K +$76K +906 New
TSW
1466
Thompson Siegel & Walmsley
Virginia
$75K – – –
CTB
1467
Country Trust Bank
Illinois
$73K – – –
OSNBOA
1468
Old Second National Bank of Aurora
Illinois
$73K +$54.3K +645 +291%
DCM
1469
Disciplina Capital Management
Tennessee
$71.7K – – –
RMAM
1470
Raab & Moskowitz Asset Management
New Jersey
$70K +$70K +838 New
KPW
1471
Kore Private Wealth
New York
$69K +$69K +826 New
FA
1472
Fortis Advisors
Pennsylvania
$68K -$273K -3,253 -80%
GFPC
1473
Global Financial Private Capital
Florida
$67K -$28K -335 -29%
AIM
1474
Arcadia Investment Management
Michigan
$67K – – –
PAIM
1475
Punch & Associates Investment Management
Minnesota
$67K +$67K +800 New
57 58
59
60 61