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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,332 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 595 increasing their positions, 519 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
-14
Holders Change %
-1.04%
% of All Funds
28.98%
Holding in Top 10
230
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-3.36%
% of All Funds
5%
New
66
Increased
595
Reduced
519
Closed
66
Calls
$164M
Puts
$5.06M
Net Calls
+$159M
Net Calls Change
-$5.22M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$648M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$521M
3
UBS Group
UBS Group
Switzerland
$1.41B
4
MFG
Merit Financial Group
Georgia
$93.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
$82.4M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$0
2
HNB
Huntington National Bank
Ohio
$150M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
226
Atria Investments
North Carolina
$13.7M -$29.3M -391,137 -68%
SC
227
Stratford Consulting
Texas
$13.7M +$353K +4,506 +3%
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$13.6M -$530K -6,767 -4%
NA
229
NewEdge Advisors
Louisiana
$13.5M -$534K -6,822 -4%
BFO
230
Boston Family Office
Massachusetts
$13.5M -$72.6K -927 -0.5%
FANJ
231
Financial Architects (New Jersey)
New Jersey
$13.4M +$43.2K +552 +0.3%
TCPWM
232
Traverso Chambers Private Wealth Management
California
$13.4M -$1.45M -18,602 -10%
PCMC
233
Private Capital Management (Colorado)
Colorado
$13.3M +$260K +3,329 +2%
Prudential Financial
234
Prudential Financial
New Jersey
$13.2M -$3.33M -42,548 -20%
BOTW
235
Bank of the West
California
$13.2M -$1.19M -15,156 -8%
LFS
236
Lutz Financial Services
Nebraska
$12.9M +$1.1M +14,058 +9%
WSFS
237
Wilmington Savings Fund Society
Delaware
$12.9M -$979K -12,502 -7%
NA
238
Nottingham Advisors
New York
$12.9M +$1.81M +23,003 +16%
SIC
239
Shoker Investment Counsel
Ohio
$12.9M -$92.6K -1,183 -0.7%
SFS
240
Summit Financial Strategies
Ohio
$12.9M +$324K +4,133 +3%
AF
241
Affiance Financial
Minnesota
$12.8M +$894K +11,415 +7%
CBB
242
Citizens Business Bank
California
$12.8M -$131K -1,669 -1%
HS
243
Horan Securities
United States
$12.8M +$11.3M +143,990 +746%
TC
244
Trilogy Capital
California
$12.8M -$481K -6,169 -4%
FDCC
245
Foster Dykema Cabot & Co
Massachusetts
$12.7M -$2.36M -30,113 -16%
EWM
246
Evermay Wealth Management
Virginia
$12.4M +$55.4K +708 +0.4%
WDL
247
Well Done LLC
Michigan
$12.3M -$2.43M -31,049 -16%
MMA
248
Miracle Mile Advisors
California
$12.3M -$832K -10,627 -6%
RWM
249
RKL Wealth Management
Pennsylvania
$12.2M +$387K +4,946 +3%
CPA
250
Capital Planning Advisors
California
$12.1M +$443K +5,656 +4%
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