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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 %
IFAM
1501
Institutional & Family Asset Management
Colorado
$31K +$31K +365 New
MAM
1502
Meeder Asset Management
Ohio
$30K -$4.94K -58 -14%
CFG
1503
Capstone Financial Group
Oklahoma
$30K +$30K +362 New
LWA
1504
Lenox Wealth Advisors
New York
$29K -$33.5K -396 -54%
CDIA
1505
Capital Directions Investment Advisors
Georgia
$29K – – –
LWA
1506
Lowe Wealth Advisors
Maryland
$29K +$1.37K +16 +5%
EK
1507
Evensky & Katz
Florida
$28K -$828 -10 -3%
PCTC
1508
Perkins Coie Trust Company
Washington
$28K – – –
LWM
1509
Lenox Wealth Management
Ohio
$28K +$8.94K +105 +47%
FPFS
1510
First Personal Financial Services
North Carolina
$28K +$20.3K +238 +264%
HWA
1511
Heritage Wealth Advisors
Virginia
$27.2K – – –
TCM
1512
Tradewinds Capital Management
Washington
$27K – – –
FCMT
1513
Founders Capital Management (Texas)
Texas
$27K – – –
FPS
1514
Fieldpoint Private Securities
Connecticut
$27K – – –
ACA
1515
Atlas Capital Advisors
Wyoming
$25.2K – – –
RTC
1516
Riverview Trust Company
Washington
$25K – – –
CP
1517
Covenant Partners
Tennessee
$25K +$25K +300 New
CHAM
1518
Clear Harbor Asset Management
Connecticut
$23.8K +$23.8K +284 New
CH
1519
Canton Hathaway
Rhode Island
$22K +$22K +267 New
PFSC
1520
Peoples Financial Services Corp
Pennsylvania
$21K – – –
WC
1521
Whitnell & Co
Illinois
$20K – – –
JHCP
1522
Jackson Hole Capital Partners
Oklahoma
$19K – – –
GFPC
1523
Global Financial Private Client
Florida
$18.8K +$18.8K +224 New
RFA
1524
Reilly Financial Advisors
California
$18K -$37.3K -452 -67%
AWM
1525
Atticus Wealth Management
Florida
$18K +$18K +213 New
59 60
61
62 63