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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
$809M
2
PPFA
Provida Pension Fund Administrator
Chile
$169M
3
Citigroup
Citigroup
New York
$110M
4
HI
Horizon Investments
North Carolina
$97.7M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$86.9M

Top Sellers

1
S
Schroders
United Kingdom
$6.38M
2
Wells Fargo
Wells Fargo
California
$1.62B
3
HNB
Huntington National Bank
Ohio
$147M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1101
Fortis Advisors
Pennsylvania
$316K – – –
ECG
1102
Edge Capital Group
Georgia
$315K -$96.2K -1,238 -23%
BS
1103
Boenning & Scattergood
Pennsylvania
$312K -$31.1K -399 -9%
FWSM
1104
First Wilshire Securities Management
California
$311K – – –
EHC
1105
Everett Harris & Co
California
$311K – – –
LCM
1106
Leisure Capital Management
California
$311K +$311K +4,000 New
ICM
1107
IMS Capital Management
Oregon
$309K -$8.88K -114 -3%
WC
1108
Woodstock Corp
Massachusetts
$308K – – –
SHWM
1109
Smith & Howard Wealth Management
Georgia
$307K +$307K +3,950 New
BMCM
1110
Bryn Mawr Capital Management
Pennsylvania
$307K +$307K +3,950 New
BO
1111
BRR OpCo
Ohio
$306K +$61K +785 +25%
VBFG
1112
Vishria Bird Financial Group
Tennessee
$302K – – –
SRC
1113
Shufro Rose & Co
New York
$302K +$23.4K +300 +8%
LIA
1114
LS Investment Advisors
Michigan
$301K – – –
AIM
1115
Axiom Investment Management
New York
$300K -$47.1K -605 -14%
B
1116
Brightworth
Georgia
$299K – – –
FBB
1117
Fulton Breakefield Broenniman
Maryland
$299K +$299K +3,841 New
NWM
1118
Northwest Wealth Management
Iowa
$297K -$51.5K -661 -15%
TFA
1119
Transamerica Financial Advisors
Florida
$295K -$6.53M -83,711 -96%
SSWM
1120
Sheets Smith Wealth Management
North Carolina
$295K +$15.6K +200 +6%
NEIRG
1121
New England Investment & Retirement Group
Massachusetts
$294K -$51.9K -666 -15%
DWM
1122
Dakota Wealth Management
Florida
$294K +$294K +3,778 New
AFA
1123
American Financial Advisors
Georgia
$292K -$1.32K -17 -0.5%
CST
1124
Charles Schwab Trust
Nevada
$292K +$292K +3,832 New
AF
1125
Allworth Financial
California
$290K +$544 +7 +0.2%
43 44
45
46 47