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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
926
Trellis Advisors
Washington
$666K – – –
HCIA
927
Hochman Cole Investment Advisors
Illinois
$665K +$67.4K +865 +11%
MA
928
Mutual Advisors
Nebraska
$661K -$177K -2,272 -21%
CCB
929
Cutter & Co Brokerage
Missouri
$653K -$4.98K -64 -0.8%
GBBWRPM
930
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$651K +$264K +3,387 +68%
EF
931
Empirical Finance
Pennsylvania
$646K – – –
OAM
932
Oak Asset Management
California
$644K +$44.4K +570 +7%
NGA
933
Naples Global Advisors
Florida
$643K +$11.3K +145 +2%
IAA
934
Independent Advisor Alliance
North Carolina
$643K +$643K +7,908 New
EWA
935
Exencial Wealth Advisors
Oklahoma
$642K -$120K -1,540 -16%
BFM
936
Broadview Financial Management
Wisconsin
$642K +$2.1K +27 +0.3%
KLCM
937
KG&L Capital Management
Louisiana
$640K +$8.79K +113 +1%
ZF
938
Zhang Financial
Michigan
$637K – – –
CAN
939
Claraphi Advisory Network
United States
$633K +$115K +1,481 +22%
DBRC
940
D.B. Root & Company
Pennsylvania
$630K -$295K -3,795 -32%
IC
941
Intersect Capital
California
$627K +$156 +2 +0%
EAM
942
Evanson Asset Management
California
$626K -$26.4K -339 -4%
BPC
943
Banque Pictet & Cie
Switzerland
$615K +$226K +2,900 +58%
CGL
944
Clarius Group LLC
Washington
$614K +$168K +2,160 +38%
BIA
945
Biondo Investment Advisors
Pennsylvania
$612K +$15.2K +195 +3%
NSIM
946
North Star Investment Management
Illinois
$610K -$110K -1,418 -15%
SAM
947
Seelaus Asset Management
New Jersey
$607K +$18.1K +233 +3%
ACP
948
Aviance Capital Partners
Florida
$603K -$7.01K -90 -1%
GCA
949
Gradient Capital Advisors
California
$603K – – –
PAM
950
Peak Asset Management
Colorado
$603K +$7.63K +98 +1%
36 37
38
39 40