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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 %
PCA
826
Providence Capital Advisors
North Carolina
$999K +$284K +3,644 +40%
VCM
827
Vivaldi Capital Management
Illinois
$988K -$181K -2,321 -15%
TIA
828
Tiemann Investment Advisors
California
$984K -$8.56K -110 -0.9%
RWA
829
Ropes Wealth Advisors
Massachusetts
$981K +$295K +3,784 +43%
QT
830
Quantbot Technologies
New York
$967K +$967K +12,432 New
TH
831
TCTC Holdings
Texas
$961K +$20.9K +268 +2%
BC
832
Brio Consultants
California
$959K +$63.2K +812 +7%
BDF
833
Balasa Dinverno & Foltz
$946K -$34.9K -448 -4%
CAL
834
Capital Advisors Ltd
Ohio
$938K -$13.7K -176 -1%
ACP
835
Arcus Capital Partners
Georgia
$936K -$219K -2,814 -19%
PWP
836
Principle Wealth Partners
Connecticut
$930K +$190K +2,437 +26%
PPP
837
Private Portfolio Partners
New Jersey
$927K -$353K -4,531 -28%
TTWM
838
TCV Trust & Wealth Management
Virginia
$919K – – –
PCS
839
Personal CFO Solutions
New Jersey
$912K +$912K +11,756 New
MIC
840
Meridian Investment Counsel
California
$909K +$19.5K +250 +2%
AC
841
Avestar Capital
New York
$905K -$59.9K -769 -6%
SFG
842
SevenBridge Financial Group
Pennsylvania
$904K +$72.9K +937 +9%
NAM
843
NorthCoast Asset Management
Connecticut
$897K -$36.3K -466 -4%
CGFA
844
Colton Groome Financial Advisors
North Carolina
$897K +$243 +3 +0%
PCA
845
Personal Capital Advisors
California
$894K +$269K +3,462 +43%
BAAM
846
Baker Avenue Asset Management
California
$887K +$144K +1,856 +19%
MHS
847
M Holdings Securities
Oregon
$886K +$95.4K +1,225 +12%
HVIA
848
Hudson Valley Investment Advisors
New York
$879K – – –
FMW
849
Farr Miller & Washington
District of Columbia
$879K +$41.7K +535 +5%
FBA
850
Front Barnett Associates
Illinois
$879K +$48.6K +625 +6%
32 33
34
35 36