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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 %
LFG
1201
Larson Financial Group
Missouri
$215K -$23K -295 -10%
CCA
1202
Cobblestone Capital Advisors
New York
$215K – – –
BAM
1203
Barrett Asset Management
New York
$212K -$2.72K -35 -1%
IIM
1204
Ipswich Investment Management
Massachusetts
$211K +$7.25K +93 +4%
NAS
1205
Nicolet Advisory Services
Wisconsin
$210K – – –
DMC
1206
Drexel Morgan & Co
Pennsylvania
$210K – – –
SCM
1207
Stordahl Capital Management
Colorado
$209K – – –
AAP
1208
Arax Advisory Partners
Colorado
$207K -$3.42K -44 -2%
PA
1209
Parkside Advisors
California
$207K – – –
LGWM
1210
Litman Gregory Wealth Management
California
$207K – – –
AWM
1211
Aries Wealth Management
Maine
$207K – – –
P
1212
Pitcairn
Pennsylvania
$206K – – –
Fayez Sarofim & Co
1213
Fayez Sarofim & Co
Texas
$206K – – –
TWA
1214
TCI Wealth Advisors
Arizona
$205K -$31.2K -401 -13%
ACA
1215
Aptus Capital Advisors
Alabama
$202K -$34.9K -450 -15%
IPW
1216
Inlet Private Wealth
Florida
$202K – – –
AAMA
1217
Advanced Asset Management Advisors
Ohio
$202K +$202K +2,600 New
CWM
1218
Concentric Wealth Management
California
$201K – – –
CL
1219
CPWM LLC
Washington
$200K +$200K +2,571 New
BCA
1220
Bray Capital Advisors
Florida
$195K – – –
CB
1221
CNB Bank
Pennsylvania
$192K +$60K +773 +45%
SIC
1222
Salem Investment Counselors
North Carolina
$190K +$622 +8 +0.3%
SCA
1223
Stonebridge Capital Advisors
Minnesota
$188K +$13.8K +177 +8%
AIA
1224
Armor Investment Advisors
North Carolina
$187K – – –
Toronto Dominion Bank
1225
Toronto Dominion Bank
Ontario, Canada
$187K +$187K +2,398 +119,900%
47 48
49
50 51