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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 %
TCOV
176
Trust Company of Vermont
Vermont
$18.7M +$613K +7,872 +3%
PAS
177
Park Avenue Securities
New York
$18.6M +$18.6M +238,696 New
LP
178
LGL Partners
Pennsylvania
$18.5M -$823K -10,571 -4%
PA
179
Parallel Advisors
California
$18.5M -$2.13M -27,384 -10%
FFS
180
Founders Financial Securities
Maryland
$18.5M +$3.75M +48,167 +25%
LF
181
Lee Financial
Texas
$18.3M -$2.52M -32,343 -12%
VC
182
Vestor Capital
Illinois
$17.8M +$307K +3,940 +2%
FAAS
183
First Allied Advisory Services
California
$17.3M -$1.32M -16,958 -7%
PWP
184
Personal Wealth Partners
Minnesota
$17.2M +$1.03M +13,263 +6%
GFS
185
GYL Financial Synergies
Connecticut
$17.1M +$1M +12,894 +6%
CCA
186
Conservest Capital Advisors
Pennsylvania
$16.9M -$554K -7,119 -3%
NA
187
Nottingham Advisors
New York
$16.9M +$3.97M +50,548 +31%
FHA
188
First Horizon Advisors
Tennessee
$16.9M +$1.28M +16,507 +8%
Legal & General Group
189
Legal & General Group
United Kingdom
$16.9M +$549K +7,050 +3%
AWM
190
Altium Wealth Management
New York
$16.8M +$1.96M +25,150 +13%
WAM
191
Wallington Asset Management
Indiana
$16.8M +$193K +2,480 +1%
HI
192
Hudock Inc
Pennsylvania
$16.6M +$230K +2,960 +1%
MIM
193
Miller Investment Management
Pennsylvania
$16.5M -$357K -4,582 -2%
SW
194
SVB Wealth
Massachusetts
$16.4M -$1.07M -13,763 -6%
CWM
195
Cahaba Wealth Management
Georgia
$16.3M +$1.1M +14,195 +7%
FMC
196
First Merchants Corp
Indiana
$16.2M +$7.45M +95,669 +85%
DADC
197
D.A. Davidson & Co
Montana
$16.2M +$1.05M +13,444 +7%
Principal Financial Group
198
Principal Financial Group
Iowa
$16.2M -$334K -4,286 -2%
AWC
199
Abundance Wealth Counselors
Pennsylvania
$16.1M -$377K -4,849 -2%
SMC
200
Smith, Moore & Co
Missouri
$15.8M +$721K +9,261 +5%
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