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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
1
Northwestern Mutual Wealth Management
Wisconsin
$809M
2
PPFA
2
Provida Pension Fund Administrator
Chile
$169M
3
Citigroup
3
Citigroup
New York
$110M
4
HI
4
Horizon Investments
North Carolina
$97.7M
5
COPPSERS
5
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$86.9M

Top Sellers

1
S
1
Schroders
United Kingdom
$6.38M
2
Wells Fargo
2
Wells Fargo
California
$1.62B
3
HNB
3
Huntington National Bank
Ohio
$147M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.03B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$35.7M -$572K -7,345 -2%
UBS AM
102
UBS AM
Illinois
$34.7M -$1.02M -13,132 -3%
UCFA
103
United Capital Financial Advisors
Texas
$34.5M -$4.55M -58,435 -12%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$34.5M +$8.52M +109,390 +33%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$33.8M +$555K +7,133 +2%
RW
106
RVW Wealth
California
$33.5M -$4.01M -51,532 -11%
MCM
107
MAI Capital Management
Ohio
$32.8M +$3.56M +45,726 +12%
WA
108
Wealth Architects
California
$32.6M +$113K +1,456 +0.3%
CTA
109
Chesley Taft & Associates
Illinois
$32.5M -$842K -10,822 -3%
MCWS
110
McKinley Carter Wealth Services
West Virginia
$32.4M +$2.04M +26,181 +7%
GIM
111
Goelzer Investment Management
Indiana
$32.4M +$3.03M +38,887 +10%
DT
112
Diversified Trust
Tennessee
$32.3M +$2.59M +33,279 +9%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$32.2M -$117M -1,502,622 -78%
BTS
114
BB&T Securities
Virginia
$32.2M -$3.73M -47,863 -10%
BSB
115
Bangor Savings Bank
Maine
$31.4M -$149K -1,915 -0.5%
VC
116
Vicus Capital
Pennsylvania
$30.5M -$2.22M -28,475 -7%
BF
117
BOK Financial
Oklahoma
$30.3M +$116K +1,496 +0.4%
GWM
118
Geneos Wealth Management
Colorado
$30.3M +$3.66M +47,082 +14%
SMM
119
Stadion Money Management
Georgia
$29.6M -$24M -308,561 -45%
GC
120
Grimes & Company
Massachusetts
$29.2M +$2.71M +34,847 +10%
KA
121
Klingman & Associates
New York
$28.5M +$1.78M +22,849 +7%
BP
122
Ballentine Partners
Massachusetts
$28.2M -$39.7K -510 -0.1%
CWM
123
Connecticut Wealth Management
Connecticut
$28.1M +$2.09M +26,857 +8%
CCM
124
Covington Capital Management
California
$28.1M -$1.32M -17,005 -5%
MFG
125
Magnus Financial Group
New York
$27.9M -$57.9K -744 -0.2%
3 4
5
6 7