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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 %
CI
1551
CX Institutional
Indiana
$2K -$11.2K -163 -85%
CA
1552
CXI Advisors
Indiana
$2K +$2K +29 New
AA
1553
Argent Advisors
Louisiana
$2K +$2K +32 New
SHWM
1554
Silicon Hills Wealth Management
Texas
$1.6K +$1.6K +45 New
1W
1555
1776 Wealth
Georgia
$1K +$1K +12 New
KWM
1556
Keebeck Wealth Management
Illinois
$1K +$1K +20 New
FCH
1557
Freestone Capital Holdings
Washington
$443 -$40 -474 -8%
LS
1558
Leelyn Smith
Illinois
$75 +$75 +889 New
M&T Bank
1559
M&T Bank
New York
– -$77.9M -1,001,352 Closed
UBS AM
1560
UBS AM
Illinois
– -$34.7M -445,237 Closed
FTIOP
1561
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$22M -282,557 Closed
Susquehanna International Group
1562
Susquehanna International Group
Pennsylvania
– -$12.2M -156,603 Closed
S
1563
Schroders
United Kingdom
– -$6.38M -81,920 Closed
BOH
1564
Bank of Hawaii
Hawaii
– -$5.98M -76,865 Closed
SHIM
1565
Stone House Investment Management
Pennsylvania
– -$4.75M -60,972 Closed
GSWM
1566
Golden State Wealth Management
California
– -$2.78M -35,701 Closed
UF
1567
Univest Financial
Pennsylvania
– -$2.63M -33,825 Closed
WSC
1568
Wellington Shields & Co
New York
– -$1.42M -18,200 Closed
IWP
1569
Icon Wealth Partners
Texas
– -$1.41M -18,099 Closed
QT
1570
Quantbot Technologies
New York
– -$967K -12,432 Closed
PTB
1571
Pioneer Trust Bank
Oregon
– -$845K -10,850 Closed
GM
1572
GeoWealth Management
Illinois
– -$771K -9,903 Closed
CCB
1573
Cutter & Co Brokerage
Missouri
– -$653K -8,392 Closed
I
1574
INVST
Indiana
– -$495K -6,487 Closed
HPC
1575
Hobart Private Capital
North Carolina
– -$457K -5,877 Closed
60 61 62
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