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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,330 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 591 increasing their positions, 509 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
29.21%
Holding in Top 10
225
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.17%
% of All Funds
4.94%
New
67
Increased
591
Reduced
509
Closed
54
Calls
$167M
Puts
$4.52M
Net Calls
+$162M
Net Calls Change
+$3.32M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$809M
2
PPFA
Provida Pension Fund Administrator
Chile
$169M
3
Citigroup
Citigroup
New York
$110M
4
HI
Horizon Investments
North Carolina
$97.7M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$86.9M

Top Sellers

1
S
Schroders
United Kingdom
$6.38M
2
Wells Fargo
Wells Fargo
California
$1.62B
3
HNB
Huntington National Bank
Ohio
$147M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
251
Heck Capital Advisors
Wisconsin
$11.7M -$4.71M -60,563 -29%
CPA
252
Capital Planning Advisors
California
$11.6M -$352K -4,528 -3%
WDL
253
Well Done LLC
Michigan
$11.6M -$701K -9,009 -6%
JMFC
254
J.M. Forbes & Co
Massachusetts
$11.6M +$61.2K +786 +0.5%
I
255
IberiaBank
Louisiana
$11.4M -$574K -7,372 -5%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$11.3M +$3.09M +39,696 +38%
HCM
257
Hudson Capital Management
New Jersey
$11.2M +$316K +4,055 +3%
Natixis Advisors
258
Natixis Advisors
Massachusetts
$11M +$576K +7,400 +6%
SBSB
259
Sullivan, Bruyette, Speros & Blaney
Virginia
$11M +$165K +2,115 +2%
GKWIM
260
Gerber Kawasaki Wealth & Investment Management
California
$11M -$371K -4,768 -3%
RWM
261
Rezny Wealth Management
Florida
$10.8M -$460K -5,913 -4%
ATC
262
Argent Trust Co
Tennessee
$10.7M +$399K +5,132 +4%
FSC
263
Full Sail Capital
Oklahoma
$10.7M -$3.85M -47,725 -27%
HFA
264
High Falls Advisors
New York
$10.6M +$405K +5,200 +4%
FWM
265
Fairhaven Wealth Management
Illinois
$10.6M +$345K +4,429 +3%
TF
266
Trek Financial
Arizona
$10.5M +$9.06M +116,437 +610%
JIC
267
Johnson Investment Counsel
Ohio
$10.5M +$24.5K +315 +0.2%
MSA
268
Marino Stram & Associates
Massachusetts
$10.5M +$201K +2,584 +2%
CAI
269
Capital Advisors Inc
Oklahoma
$10.5M – – –
AIC
270
Ameritas Investment Company
Nebraska
$10.5M +$7.31M +92,520 +232%
ASN
271
Advisory Services Network
Georgia
$10.4M – – –
RRC
272
Relaxing Retirement Coach
Massachusetts
$10.4M +$240K +3,081 +2%
BOS
273
Bingham Osborn & Scarborough
California
$10.4M +$9.23M +118,566 +788%
FCA
274
FLC Capital Advisors
California
$10M -$116K -1,496 -1%
CAAS
275
Capital Asset Advisory Services
Michigan
$9.99M +$1.37M +17,649 +16%
9 10
11
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