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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 %
HGWM
1326
Harvest Group Wealth Management
Massachusetts
$4K -$3.15K -37 -44%
FWM
1327
Focused Wealth Management
New York
$3K – – –
FEM
1328
Fulcrum Equity Management
Texas
$1K +$1K +7 New
AMCA
1329
Arthur M. Cohen & Associates
Illinois
$887 -$169 -2,177 -16%
FCH
1330
Freestone Capital Holdings
Washington
$448 +$173 +2,227 +63%
RIG
1331
RiverFront Investment Group
Virginia
– -$87.6M -1,119,214 Closed
RCAG
1332
Rehmann Capital Advisory Group
Michigan
– -$14.7M -188,188 Closed
RC
1333
Randolph Company
Ohio
– -$11.5M -147,332 Closed
HA
1334
Homestead Advisers
Virginia
– -$8.61M -110,000 Closed
AP
1335
Agilis Partners
Massachusetts
– -$5.97M -76,242 Closed
FTS
1336
Fifth Third Securities
Ohio
– -$5.24M -66,957 Closed
MWM
1337
MinichMacGregor Wealth Management
New York
– -$4.97M -63,396 Closed
SAMC
1338
Spectrum Asset Management (California)
California
– -$4.24M -54,151 Closed
GCA
1339
Greenwood Capital Associates
South Carolina
– -$3.08M -39,340 Closed
TIM
1340
Total Investment Management
Arizona
– -$1.97M -25,971 Closed
Mackenzie Financial
1341
Mackenzie Financial
Ontario, Canada
– -$1.66M -21,183 Closed
CS
1342
Credit Suisse
Switzerland
– -$1.38M -17,669 Closed
NCM
1343
Novare Capital Management
North Carolina
– -$1.11M -14,126 Closed
VAS
1344
Vestmark Advisory Solutions
Massachusetts
– -$1.01M -12,954 Closed
PFA
1345
Pinnacle Family Advisors
Missouri
– -$799K -10,203 Closed
DCM
1346
Dimension Capital Management
Florida
– -$783K -10,000 Closed
AFNAS
1347
American Financial Network Advisory Services
California
– -$547K -7,082 Closed
EWF
1348
Epstein & White Financial
California
– -$384K -4,921 Closed
MCM
1349
Monument Capital Management
Virginia
– -$386K -4,920 Closed
Bank of Nova Scotia
1350
Bank of Nova Scotia
Ontario, Canada
– -$369K -4,714 Closed
52 53
54
55 56