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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 %
TCM
126
Twele Capital Management
Minnesota
$27.8M +$1.53M +19,612 +6%
CIA
127
Capital Investment Advisors
Georgia
$27.8M +$40.9K +526 +0.1%
TC
128
Telemus Capital
Michigan
$27.6M +$715K +9,188 +3%
PI
129
Pachira Investments
California
$27.3M +$56.1K +721 +0.2%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$27.1M +$864K +11,097 +3%
AAS
131
Annex Advisory Services
Wisconsin
$27.1M -$330K -4,243 -1%
CA
132
Cetera Advisors
Colorado
$26.8M +$1.62M +20,854 +6%
PW
133
Price Wealth
Texas
$26.5M +$2.62M +33,686 +11%
Fiera Capital (Canada)
134
Fiera Capital (Canada)
Quebec, Canada
$26.3M +$2.51M +32,183 +11%
MFW
135
Meristem Family Wealth
Minnesota
$26.2M +$1.3M +16,671 +5%
HW
136
Hancock Whitney
Mississippi
$26.2M -$2.12M -27,246 -7%
Bessemer Group
137
Bessemer Group
New Jersey
$26.1M -$636K -8,177 -2%
SPIA
138
Steward Partners Investment Advisory
New York
$25.9M +$1.68M +21,604 +7%
NQWM
139
Northwest Quadrant Wealth Management
Oregon
$25.8M +$1.17M +14,843 +5%
TFO
140
Tarbox Family Office
California
$25.6M +$1.26M +16,141 +5%
VR
141
Viridian RIA
Washington
$25.2M +$502K +6,452 +2%
JWA
142
JFS Wealth Advisors
Pennsylvania
$25.1M -$1.99M -25,508 -7%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$25M -$1.17M -15,083 -4%
BCI
144
Brinker Capital Investments
Pennsylvania
$24.9M -$1.51M -19,456 -6%
SWP
145
Stratos Wealth Partners
Ohio
$24.7M +$50.2K +645 +0.2%
FLPIM
146
F.L. Putnam Investment Management
Massachusetts
$24.7M +$9.59M +123,258 +64%
SB
147
Simmons Bank
Arkansas
$24.4M +$259K +3,328 +1%
NCM
148
Nelson Capital Management
California
$24.3M -$168K -2,163 -0.7%
AF
149
Ally Financial
Michigan
$24.1M – – –
SCA
150
Spearhead Capital Advisors
Florida
$23.9M +$742K +9,530 +3%
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6
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