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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 %
BP
1126
BBR Partners
New York
$289K +$289K +3,711 New
HA
1127
Harborview Advisors
Maine
$284K – – –
CAW
1128
Cornerstone Advisors (Washington)
Washington
$284K +$272K +3,495 +2,361%
BWP
1129
Baldwin Wealth Partners
Massachusetts
$282K -$27.6K -355 -9%
SKK
1130
Shepherd Kaplan Krochuk
Massachusetts
$281K – – –
AIM
1131
Allen Investment Management
New York
$281K – – –
AWE
1132
Avidian Wealth Enterprises
Texas
$280K +$280K +3,594 New
CCM
1133
Coe Capital Management
Illinois
$279K -$49.9K -640 -15%
WC
1134
Wexford Capital
Florida
$278K +$278K +3,569 New
WA1
1135
Wimmer Associates 1
California
$277K – – –
KCM
1136
Karp Capital Management
California
$276K – – –
IWA
1137
Intercontinental Wealth Advisors
Texas
$276K +$42.2K +542 +18%
BFG
1138
Barber Financial Group
Kansas
$275K -$58.5K -751 -18%
CIM
1139
Confluence Investment Management
Missouri
$274K – – –
IP
1140
Investment Partners
Ohio
$274K +$78 +1 +0%
CBT
1141
Capital Bank & Trust
California
$273K +$93.5K +1,200 +52%
EFS
1142
Essex Financial Services
Connecticut
$271K +$271K +3,483 New
JA
1143
JOYN Advisors
Georgia
$270K -$111K -1,431 -29%
HBWM
1144
Hollow Brook Wealth Management
New York
$270K – – –
IIC
1145
Ironwood Investment Counsel
Arizona
$269K -$31.6K -408 -11%
ANBT
1146
American National Bank & Trust
Texas
$269K -$21.3K -274 -7%
AWMG
1147
Alliance Wealth Management Group
New Jersey
$266K +$44.2K +567 +20%
CCT
1148
Capital City Trust
Florida
$264K – – –
SMFS
1149
Squar Milner Financial Services
California
$263K -$854K -12,175 -76%
TFS
1150
TrustCore Financial Services
Tennessee
$262K -$62.5K -802 -19%
44 45
46
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