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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 %
EWM
1301
Elmwood Wealth Management
California
$24K – – –
ACA
1302
Atlas Capital Advisors
Wyoming
$23.4K +$23.4K +300 New
RTC
1303
Riverview Trust Company
Washington
$23K – – –
BL
1304
Balentine LLC
Georgia
$20K +$11.8K +153 +143%
PFSC
1305
Peoples Financial Services Corp
Pennsylvania
$19K – – –
WC
1306
Whitnell & Co
Illinois
$19K – – –
BC
1307
Barnett & Company
Tennessee
$18K +$776 +10 +5%
JHCP
1308
Jackson Hole Capital Partners
Oklahoma
$17K -$34.7K -453 -67%
OSNBOA
1309
Old Second National Bank of Aurora
Illinois
$17K – – –
LWM
1310
Lenox Wealth Management
Ohio
$17K +$2.81K +37 +20%
WCG
1311
Weaver Consulting Group
California
$16K – – –
CI
1312
CX Institutional
Indiana
$15K -$463K -5,927 -97%
RE
1313
RBC Europe
United Kingdom
$14.8K – – –
VNA
1314
Valley National Advisers
Pennsylvania
$13K +$7.16K +92 +123%
SWP
1315
Strategic Wealth Partners
Ohio
$12.9K -$792 -227 -6%
AIM
1316
Astor Investment Management
Illinois
$11K – – –
CA
1317
Centerpoint Advisors
Massachusetts
$10K +$3.36K +45 +51%
FPFS
1318
First Personal Financial Services
North Carolina
$7K -$684K -8,800 -99%
AP
1319
Atwood & Palmer
Missouri
$7K – – –
JWM
1320
Janiczek Wealth Management
Colorado
$6K -$115K -1,497 -95%
PK
1321
Pflug Koory
Nebraska
$6K – – –
IBOK
1322
Independence Bank of Kentucky
Kentucky
$6K – – –
JPLA
1323
Joseph P. Lucia & Associates
New York
$6K – – –
EW
1324
Evoke Wealth
California
$5.9K +$5.9K +75 New
BEI
1325
Benjamin Edwards Inc
Missouri
$5K -$397 -5 -7%
51 52
53
54 55