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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 %
FPCP
1001
Fort Point Capital Partners
California
$481K – – –
HIS
1002
Horizon Investment Services
Indiana
$478K +$23.1K +297 +5%
TC
1003
TownSquare Capital
Utah
$477K -$150K -1,851 -24%
6M
1004
6 Meridian
Kansas
$475K -$998K -12,806 -68%
RC
1005
RegentAtlantic Capital
New Jersey
$475K -$36.9K -474 -7%
CHA
1006
Carmichael Hill & Associates
Maryland
$474K – – –
FA
1007
Financial Advisors
Massachusetts
$471K – – –
TRSOTSOK
1008
Teachers Retirement System of the State of Kentucky
Kentucky
$467K – – –
KCP
1009
KDI Capital Partners
North Carolina
$465K +$32.4K +416 +7%
AIA
1010
Avalon Investment & Advisory
Texas
$463K -$5.99K -77 -1%
BFC
1011
Bedel Financial Consulting
Indiana
$463K +$15.2K +195 +3%
MPM
1012
Meritage Portfolio Management
Kansas
$461K -$22.6K -290 -5%
PCA
1013
Peddock Capital Advisors
Massachusetts
$460K +$12.5K +160 +3%
IC
1014
InterOcean Capital
Illinois
$459K +$93.4K +1,201 +26%
KC
1015
Kingfisher Capital
North Carolina
$458K +$141K +1,817 +45%
HPC
1016
Hobart Private Capital
North Carolina
$457K +$3.74K +48 +0.8%
CMP
1017
Courage Miller Partners
Virginia
$457K -$8.25K -106 -2%
DACG
1018
Donor Advised Charitable Giving
California
$456K -$275K -3,528 -38%
DSC
1019
Duncker Streett & Co
Missouri
$456K – – –
CFC
1020
Coyle Financial Counsel
Illinois
$455K -$21K -270 -4%
CAG
1021
Csenge Advisory Group
Florida
$455K +$455K +5,846 New
AIS
1022
American Investment Services
Massachusetts
$453K +$180K +2,315 +66%
MOS
1023
MGO One Seven
Ohio
$451K -$242K -3,114 -35%
MWM
1024
Modera Wealth Management
New Jersey
$451K -$83.2K -1,069 -16%
CWM
1025
CCG Wealth Management
California
$451K +$451K +5,794 New
39 40
41
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