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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
+$343M
2
PPFA
Provida Pension Fund Administrator
Chile
+$169M
3
Citigroup
Citigroup
New York
+$89.4M
4
HI
Horizon Investments
North Carolina
+$87.2M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$86.9M

Top Sellers

1
S
Schroders
United Kingdom
-$185M
2
Wells Fargo
Wells Fargo
California
-$158M
3
HNB
Huntington National Bank
Ohio
-$150M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
401
Quadrant Capital Group
Ohio
$5.59M +$236K +3,043 +4%
BBNA
402
Bremer Bank National Association
Minnesota
$5.58M -$96.8K -1,244 -2%
DCM
403
DeGreen Capital Management
Arizona
$5.5M -$417K -5,359 -7%
LBC
404
Lowe Brockenbrough & Co
Virginia
$5.46M +$1.42M +18,232 +35%
RWA
405
Redhawk Wealth Advisors
Minnesota
$5.44M -$31.1K -400 -0.6%
MSA
406
Mason Street Advisors
Wisconsin
$5.43M +$416K +5,349 +8%
SFWA
407
Summit Financial Wealth Advisors
Louisiana
$5.4M +$256K +3,328 +5%
SC
408
Savant Capital
Illinois
$5.39M -$211K -2,709 -4%
WA
409
WBH Advisory
Maryland
$5.37M +$591K +7,595 +12%
W
410
WealthStone
Ohio
$5.27M +$5.27M +67,758 New
WS
411
Wela Strategies
Georgia
$5.26M +$2.51M +32,262 +91%
BRM
412
Boston Research & Management
Massachusetts
$5.21M +$160K +2,055 +3%
MWM
413
Merriman Wealth Management
Washington
$5.21M +$4.93M +63,311 +1,782%
MCG
414
MACRO Consulting Group
New Jersey
$5.2M +$181K +2,329 +4%
CG
415
Cynosure Group
Utah
$5.12M – – –
FNT
416
First National Trust
Pennsylvania
$5.11M -$344K -4,422 -6%
PJSIMP
417
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.09M -$135K -1,732 -3%
BCMO
418
Buckingham Capital Management (Ohio)
Ohio
$5.07M +$59.5K +764 +1%
VIP
419
Vantage Investment Partners
Missouri
$5.06M +$85.6K +1,100 +2%
BWA
420
BDO Wealth Advisors
Florida
$5.03M +$1.2M +15,432 +31%
LWANC
421
Laurel Wealth Advisors (North Carolina)
North Carolina
$5M +$44K +565 +0.9%
CSM
422
CAMG Solamere Management
North Carolina
$4.97M -$215K -2,761 -4%
TCM
423
Towercrest Capital Management
Pennsylvania
$4.95M +$61.9K +795 +1%
RWMH
424
Riverpoint Wealth Management Holdings
Illinois
$4.95M +$51.4K +661 +1%
SIA
425
Starfire Investment Advisers
Michigan
$4.93M +$115K +1,478 +2%
15 16
17
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