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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 %
W
526
Wealthquest
Ohio
$3.28M -$5.68K -73 -0.2%
WP
527
WealthPLAN Partners
Nebraska
$3.27M +$262K +3,254 +9%
OCM
528
One Capital Management
California
$3.24M -$157K -2,014 -5%
OWP
529
Obermeyer Wealth Partners
Colorado
$3.23M -$118K -1,515 -4%
ATC
530
Adirondack Trust Company
New York
$3.21M -$60.3K -775 -2%
LF
531
Lantz Financial
Illinois
$3.19M -$32.2K -426 -1%
JG
532
Jefferies Group
New York
$3.19M -$2.4M -30,865 -43%
PFS
533
Prospera Financial Services
Texas
$3.18M +$129K +1,659 +4%
LDB
534
Lee, Danner & Bass
Tennessee
$3.18M -$190K -2,445 -6%
MAS
535
Managed Account Services
Florida
$3.16M +$1M +13,040 +46%
APSP
536
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.15M +$13.9K +179 +0.4%
SIAM
537
Sterling Investment Advisors (Missouri)
Missouri
$3.15M +$90.1K +1,158 +3%
FHA
538
Flagship Harbor Advisors
Massachusetts
$3.14M +$233K +2,991 +8%
PAG
539
Pinnacle Advisory Group
Maryland
$3.14M +$41.1K +528 +1%
FFWA
540
FRG Family Wealth Advisors
Washington
$3.14M -$648K -8,320 -17%
MAP
541
Milestone Advisory Partners
North Carolina
$3.12M -$1.92M -24,689 -38%
JIP
542
Jaffetilchin Investment Partners
Florida
$3.11M -$105K -1,347 -3%
TSWM
543
Triangle Securities Wealth Management
North Carolina
$3.08M +$120K +1,541 +4%
MPW
544
MA Private Wealth
California
$3.06M -$185K -2,379 -6%
BJL
545
Brighton Jones LLC
Washington
$3.05M +$61.4K +789 +2%
CCM
546
Colorado Capital Management
Colorado
$3.04M -$91.5K -1,175 -3%
OWA
547
Outlook Wealth Advisors
Texas
$3.03M +$479K +6,155 +19%
PA
548
PFG Advisors
Arizona
$3.03M -$153K -2,032 -5%
FWM
549
Frontier Wealth Management
Missouri
$3M -$514K -6,605 -15%
BWM
550
BerganKDV Wealth Management
Minnesota
$3M +$88.6K +1,139 +3%
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