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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 %
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$7.76M +$993K +12,924 +15%
MWM
327
Marietta Wealth Management
Georgia
$7.7M +$574K +7,378 +8%
IF
328
Ironwood Financial
Arizona
$7.69M +$97K +1,246 +1%
Brown Advisory
329
Brown Advisory
Maryland
$7.67M -$416K -5,350 -5%
IWS
330
Insight Wealth Strategies
California
$7.66M -$221K -2,840 -3%
SDAM
331
Shulman DeMeo Asset Management
New York
$7.66M -$128K -1,644 -2%
CGI
332
Cougar Global Investments
Ontario, Canada
$7.62M +$26.3K +338 +0.3%
DAS
333
Dynamic Advisor Solutions
Arizona
$7.58M +$383K +4,915 +5%
BPA
334
Beacon Pointe Advisors
California
$7.58M -$369K -4,747 -5%
MC
335
Middleton & Co
Massachusetts
$7.57M -$71.8K -923 -0.9%
ST
336
Smithfield Trust
Pennsylvania
$7.57M -$66.1K -849 -0.9%
FTI
337
Fiduciary Trust International
Massachusetts
$7.56M +$1.9M +24,432 +34%
PI
338
PineBridge Investments
New York
$7.55M -$4.03M -51,809 -35%
HCP
339
Holt Capital Partners
Texas
$7.54M +$150K +1,930 +2%
LFS
340
Legacy Financial Strategies
Kansas
$7.46M -$197K -2,457 -3%
FNBT
341
FineMark National Bank & Trust
Florida
$7.46M -$59K -758 -0.8%
TWM
342
Torch Wealth Management
Ohio
$7.45M -$82.1K -1,055 -1%
HSBC Holdings
343
HSBC Holdings
United Kingdom
$7.44M -$53.9K -693 -0.7%
Retirement Systems of Alabama
344
Retirement Systems of Alabama
Alabama
$7.44M – – –
BWM
345
BT Wealth Management
Georgia
$7.42M +$369K +4,737 +5%
EWA
346
EP Wealth Advisors
California
$7.41M +$502K +6,453 +7%
RSWM
347
Robertson Stephens Wealth Management
California
$7.36M +$3.83M +49,210 +109%
GIA
348
GHP Investment Advisors
Colorado
$7.35M +$100K +1,286 +1%
Cerity Partners
349
Cerity Partners
New York
$7.31M -$1.32M -17,019 -15%
PPA
350
Parametric Portfolio Associates
Washington
$7.29M -$722K -9,280 -9%
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