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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 %
AC
1151
Alexandria Capital
Virginia
$262K -$44.9K -576 -15%
FPCG
1152
Fort Pitt Capital Group
Pennsylvania
$262K +$3.35K +43 +1%
MWPCG
1153
Measured Wealth Private Client Group
New Hampshire
$260K -$54.3K -699 -17%
SLG
1154
Stanley-Laman Group
Pennsylvania
$259K -$209K -2,686 -45%
BCA
1155
Bay Colony Advisors
Massachusetts
$259K -$20K -257 -7%
SDWMA
1156
Schneider Downs Wealth Management Advisors
Pennsylvania
$258K -$96.5K -1,238 -27%
CS
1157
Cannell & Spears
New York
$258K -$32.4K -416 -11%
APP
1158
Avantax Planning Partners
Iowa
$253K -$13.5K -173 -5%
FFA
1159
First Foundation Advisors
California
$253K +$3.74K +48 +1%
LBD
1160
Landsberg Bennett & Dubbaneh
Florida
$252K +$2.72K +35 +1%
SCM
1161
Southport Capital Management
Tennessee
$251K +$251K +3,221 New
SWM
1162
SeaCrest Wealth Management
New York
$250K +$250K +3,210 New
ZB
1163
Zions Bancorporation
Utah
$249K – – –
LB
1164
Legacy Bridge
Iowa
$249K – – –
PA
1165
Paracle Advisors
Washington
$248K – – –
NWS
1166
Newport Wealth Strategies
California
$247K -$18.7K -240 -7%
BHWM
1167
Bay Harbor Wealth Management
Maryland
$245K +$24.8K +319 +11%
SIAS
1168
Shine Investment Advisory Services
Colorado
$243K – – –
MLL
1169
Moody Lynn & Lieberson
Massachusetts
$242K – – –
SC
1170
SouthState Corp
Florida
$241K -$13.5K -174 -5%
LWM
1171
Liberty Wealth Management
California
$240K +$63.3K +816 +36%
NIC
1172
Northwest Investment Counselors
Oregon
$239K – – –
AWA
1173
Acorn Wealth Advisors
Michigan
$236K -$11.2K -139 -5%
PFBT
1174
Parkside Financial Bank & Trust
Missouri
$235K +$64.9K +834 +38%
ATPW
1175
Ashton Thomas Private Wealth
Arizona
$235K -$25.8K -332 -10%
45 46
47
48 49