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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 %
IIC
701
Integrated Investment Consultants
Michigan
$1.59M +$1.09M +13,978 +217%
JF
702
JSF Financial
California
$1.56M -$102K -1,309 -6%
LWM
703
Lyell Wealth Management
California
$1.56M +$58.8K +755 +4%
WWM
704
Windsor Wealth Management
Indiana
$1.55M -$279K -3,687 -15%
CPIA
705
Cornell Pochily Investment Advisors
New York
$1.54M -$85.8K -1,102 -5%
WA
706
Winfield Associates
Ohio
$1.54M -$54.5K -700 -3%
PWA
707
Peterson Wealth Advisors
Utah
$1.53M +$1.63K +21 +0.1%
LC
708
LCNB Corp
Ohio
$1.52M +$86K +1,105 +6%
BO
709
Bank OZK
Arkansas
$1.51M -$14.5K -186 -0.9%
AWP
710
Ascent Wealth Partners
New York
$1.5M +$44.9K +577 +3%
LFA
711
Legacy Financial Advisors
Kentucky
$1.5M -$8.64K -111 -0.6%
TVAMP
712
Tennessee Valley Asset Management Partners
Tennessee
$1.5M +$74K +951 +5%
MWP
713
MYCIO Wealth Partners
Pennsylvania
$1.49M +$117K +1,497 +8%
FPTW
714
Franklin, Parlapiano, Turner & Welch
Texas
$1.49M – – –
NFG
715
Next Financial Group
Texas
$1.49M +$24K +308 +2%
PWPS
716
Pinnacle Wealth Planning Services
Ohio
$1.48M -$1.63K -21 -0.1%
CL
717
Choreo LLC
Illinois
$1.48M -$9.81K -126 -0.7%
SXL
718
Summit X LLC
Missouri
$1.47M +$52.4K +680 +4%
CBU
719
CIBC Bank USA
Illinois
$1.46M +$81.5K +1,047 +6%
BIA
720
Bigelow Investment Advisors
Maine
$1.46M +$47.8K +614 +3%
JA
721
JVL Associates
Michigan
$1.46M – – –
Invesco
722
Invesco
Georgia
$1.45M -$251K -3,224 -15%
KA
723
Kovack Advisors
Florida
$1.45M -$2.28M -29,228 -61%
BBHC
724
Brown Brothers Harriman & Co
New York
$1.45M +$150K +1,928 +12%
BFPW
725
BOK Financial Private Wealth
Colorado
$1.45M -$567K -7,278 -28%
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