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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 %
RE
1526
RBC Europe
United Kingdom
$15.9K – – –
HWA
1527
HCR Wealth Advisors
California
$15K +$15K +173 New
VNA
1528
Valley National Advisers
Pennsylvania
$14K – – –
SFSG
1529
Stearns Financial Services Group
North Carolina
$11K +$11K +129 New
WFMPM
1530
Woodley Farra Manion Portfolio Management
Indiana
$10K +$10K +124 New
SFA
1531
Semmax Financial Advisors
North Carolina
$9K +$9K +107 New
BC
1532
Barnett & Company
Tennessee
$8K -$10.6K -132 -57%
AP
1533
Atwood & Palmer
Missouri
$8K – – –
LWM
1534
Lionsbridge Wealth Management
Florida
$8K +$8K +102 New
PK
1535
Pflug Koory
Nebraska
$7K – – –
JWM
1536
Janiczek Wealth Management
Colorado
$7K – – –
FWM
1537
FSA Wealth Management
Massachusetts
$7K +$7K +78 New
BHWM
1538
Bay Harbor Wealth Management
Maryland
$6K -$260K -3,076 -98%
BL
1539
Balentine LLC
Georgia
$6K -$14.3K -183 -70%
IBOK
1540
Independence Bank of Kentucky
Kentucky
$6K – – –
JPLA
1541
Joseph P. Lucia & Associates
New York
$6K – – –
Kayne Anderson Rudnick Investment Management
1542
Kayne Anderson Rudnick Investment Management
California
$6K +$6K +68 New
BEI
1543
Benjamin Edwards Inc
Missouri
$5K – – –
VCM
1544
Versant Capital Management
Arizona
$5K +$4.1K +50 +455%
LAS
1545
Lloyd Advisory Services
Georgia
$5K +$5K +61 New
WCG
1546
Weaver Consulting Group
California
$4K -$10.8K -146 -73%
HFS
1547
HBC Financial Services
Washington
$4K +$4K +48 New
FWM
1548
Focused Wealth Management
New York
$3K – – –
HGWM
1549
Harvest Group Wealth Management
Massachusetts
$3K – – –
NDSI
1550
Newman Dignan & Sheerar Inc
Rhode Island
$2.82K -$138 -1,642 -5%
60 61
62
63 64