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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 %
TA
901
Townsend & Associates
Colorado
$730K +$144K +1,912 +24%
BWP
902
Bernardo Wealth Planning
Pennsylvania
$728K -$37.6K -483 -5%
JFG
903
JMG Financial Group
Illinois
$724K – – –
ZIM
904
Zacks Investment Management
Illinois
$722K +$114K +1,465 +19%
SNT
905
Security National Trust
West Virginia
$719K -$389 -5 -0.1%
OC
906
Oakworth Capital
Alabama
$717K – – –
BRWM
907
B. Riley Wealth Management
Tennessee
$716K -$106K -1,364 -13%
RHBC
908
R.H. Bluestein & Co
Michigan
$712K +$712K +9,146 New
PSF
909
Pacific Sun Financial
California
$710K +$26.5K +340 +4%
TFGT
910
TS Financial Group (TSFG)
Illinois
$705K -$8.88K -114 -1%
BCM
911
Brookmont Capital Management
Texas
$704K +$43.2K +555 +7%
NFG
912
NewFocus Financial Group
Washington
$704K +$704K +9,048 New
MOACM
913
Mutual of America Capital Management
New York
$703K +$356K +4,575 +103%
HH
914
Hilltop Holdings
Texas
$696K +$14K +180 +2%
P
915
&Partners
Tennessee
$695K +$411K +5,283 +145%
VWM
916
Venturi Wealth Management
Texas
$685K -$1.4K -18 -0.2%
CFSG
917
Community Financial Services Group
Vermont
$685K +$43K +552 +7%
SAS
918
Stelac Advisory Services
New York
$683K +$33.1K +425 +5%
BW
919
Bison Wealth
Georgia
$682K – – –
DIA
920
Dana Investment Advisors
Wisconsin
$679K -$113K -1,457 -14%
S
921
SignatureFD
Georgia
$679K +$6.3K +81 +0.9%
HFS
922
Haverford Financial Services
Pennsylvania
$674K – – –
FNC
923
First National Corp
Massachusetts
$673K +$36.2K +465 +6%
ACI
924
Alpha Cubed Investments
California
$671K -$31.8K -409 -5%
MC
925
Moors & Cabot
Massachusetts
$669K +$53.6K +686 +9%
35 36
37
38 39