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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
+$594M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$423M
3
Truist Financial
Truist Financial
North Carolina
+$172M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$123M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$104M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$98.2M
3
HI
Horizon Investments
North Carolina
-$94.8M
4
M&T Bank
M&T Bank
New York
-$77.9M
5
BlackRock
BlackRock
New York
-$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
176
Bank of Stockton
California
$21.1M -$429K -5,113 -2%
GFS
177
GYL Financial Synergies
Connecticut
$20.9M +$2.45M +29,202 +13%
PI
178
PFS Investments
Georgia
$20.5M -$38.6M -460,784 -65%
PWP
179
Personal Wealth Partners
Minnesota
$20.5M +$1.96M +23,362 +11%
TCOV
180
Trust Company of Vermont
Vermont
$20.3M +$102K +1,220 +0.5%
BHWM
181
Bar Harbor Wealth Management
New Hampshire
$20.1M -$1.06M -12,590 -5%
CMA
182
Cedar Mountain Advisors
Oregon
$20M +$20M +238,892 New
CC
183
Chanos & Company
New York
$19.9M -$2.13M -25,369 -10%
AWM
184
AE Wealth Management
Kansas
$19.9M +$13.3M +158,089 +198%
MIM
185
Miller Investment Management
Pennsylvania
$19.6M +$1.76M +20,996 +10%
CCA
186
Conservest Capital Advisors
Pennsylvania
$19.6M +$1.31M +15,592 +7%
AWM
187
Altium Wealth Management
New York
$19.4M +$1.29M +15,406 +7%
CWM
188
Cahaba Wealth Management
Georgia
$18.8M +$1.23M +14,673 +7%
LP
189
LGL Partners
Pennsylvania
$18.5M -$1.37M -16,386 -7%
VC
190
Vestor Capital
Illinois
$18.5M -$660K -7,866 -3%
FHA
191
First Horizon Advisors
Tennessee
$18.4M +$220K +2,626 +1%
NA
192
Nottingham Advisors
New York
$18.3M +$217K +2,581 +1%
WAM
193
Wallington Asset Management
Indiana
$18.3M +$188K +2,240 +1%
DADC
194
D.A. Davidson & Co
Montana
$18.2M +$794K +9,469 +5%
LF
195
Lee Financial
Texas
$18.2M -$1.5M -17,926 -8%
HI
196
Hudock Inc
Pennsylvania
$18.1M +$177K +2,108 +1%
NAM
197
NorthCoast Asset Management
Connecticut
$18.1M +$17.1M +204,058 +1,772%
SW
198
SVB Wealth
Massachusetts
$18.1M +$346K +4,126 +2%
UOMF
199
University of Massachusetts Foundation
Massachusetts
$18M +$18M +214,943 New
AWC
200
Abundance Wealth Counselors
Pennsylvania
$17.7M +$349K +4,164 +2%
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