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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 %
CWM
1051
Chesapeake Wealth Management
Virginia
$398K – – –
MCIA
1052
Mountain Capital Investment Advisors
Colorado
$398K +$36.3K +466 +10%
GC
1053
Garde Capital
Washington
$397K +$26.1K +335 +7%
MC
1054
Martin & Co
Tennessee
$394K -$779 -10 -0.2%
GC
1055
Gibson Capital
Pennsylvania
$391K +$1.31K +17 +0.3%
BWP
1056
BSW Wealth Partners
Colorado
$390K -$13.5K -174 -3%
SC
1057
Scholtz & Company
Connecticut
$389K – – –
WPC
1058
White Pine Capital
Minnesota
$386K +$3.11K +40 +0.8%
MWA
1059
Meridian Wealth Advisors
Texas
$385K – – –
GI
1060
GS Investments
Minnesota
$382K +$15.5K +199 +4%
SBIA
1061
Sheaff Brock Investment Advisors
Indiana
$380K -$113K -1,448 -23%
DHFB
1062
Dixon Hubard Feinour & Brown
Virginia
$380K – – –
WCM
1063
WealthBridge Capital Management
Ohio
$376K +$20.1K +258 +6%
TCB
1064
Texas Capital Bancshares
Texas
$373K -$20.8K -267 -5%
MIM
1065
Macroview Investment Management
Maryland
$373K -$8.95K -115 -2%
AWM
1066
Alterna Wealth Management
Texas
$372K -$56K -719 -13%
SNB
1067
Security National Bank
Nebraska
$369K – – –
GP
1068
Girard Partners
Pennsylvania
$366K -$47.2K -607 -11%
MCM
1069
Mitchell Capital Management
Kansas
$366K -$4.59K -59 -1%
BI
1070
Ballast Inc
Kentucky
$364K -$9.47K -122 -3%
RFWA
1071
RPg Family Wealth Advisory
Massachusetts
$361K – – –
CA
1072
Corrado Advisors
New Jersey
$358K -$284K -3,643 -44%
NSB
1073
Norway Savings Bank
Maine
$353K -$19.5K -250 -5%
JCM
1074
Jacobi Capital Management
Pennsylvania
$352K -$8.09K -104 -2%
LFPWM
1075
Leicht Financial Planning & Wealth Management
New Jersey
$351K +$6.77K +87 +2%
41 42
43
44 45