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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
1
Morgan Stanley
New York
$1.62B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.29B
3
Truist Financial
3
Truist Financial
North Carolina
$306M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$149M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$726M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$158M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$413M
3
HI
3
Horizon Investments
North Carolina
$10.4M
4
M&T Bank
4
M&T Bank
New York
$0
5
BlackRock
5
BlackRock
New York
$733M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.81B +$75.1M +895,237 +3%
Wells Fargo
2
Wells Fargo
California
$1.69B -$56.7M -676,687 -3%
Morgan Stanley
3
Morgan Stanley
New York
$1.62B +$594M +7,078,581 +58%
UBS Group
4
UBS Group
Switzerland
$1.54B -$142K -1,693 -0%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.29B +$423M +5,044,602 +49%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.11B +$1.37M +16,334 +0.1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$968M +$43.6M +520,485 +5%
FCAS
8
First Command Advisory Services
Texas
$738M +$3.03M +36,128 +0.4%
Ameriprise
9
Ameriprise
Minnesota
$734M -$44.5M -530,865 -6%
BlackRock
10
BlackRock
New York
$733M -$74.3M -886,532 -9%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$726M +$104M +1,240,503 +17%
RJA
12
Raymond James & Associates
Florida
$602M +$25M +298,407 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$507M +$11.1M +132,520 +2%
US Bancorp
14
US Bancorp
Minnesota
$464M +$15.2M +181,354 +3%
Northern Trust
15
Northern Trust
Illinois
$459M +$19.1M +227,326 +4%
Goldman Sachs
16
Goldman Sachs
New York
$445M +$38.5M +458,932 +9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$413M -$98.2M -1,171,296 -19%
LPL Financial
18
LPL Financial
California
$406M -$12.6M -150,511 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$343M +$17M +203,316 +5%
KeyBank National Association
20
KeyBank National Association
Ohio
$321M -$2.19M -26,079 -0.7%
Truist Financial
21
Truist Financial
North Carolina
$306M +$172M +2,056,091 +129%
PPFA
22
Provida Pension Fund Administrator
Chile
$273M +$91.3M +1,092,460 +50%
RFC
23
Regions Financial Corp
Alabama
$266M +$1.06M +12,680 +0.4%
VA
24
Valmark Advisers
Ohio
$256M -$9.45M -112,722 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$251M +$7.33M +87,474 +3%
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