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

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$0
2
HNB
2
Huntington National Bank
Ohio
$150M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.17B
4
COPPSERS
4
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
26
Schroders
United Kingdom
$192M +$3.6M +46,001 +2%
AA
27
Alesco Advisors
New York
$174M +$2.13M +27,174 +1%
STMM
28
South Texas Money Management
Texas
$167M -$45.7M -583,937 -22%
HTC
29
Haverford Trust Company
Pennsylvania
$164M +$4.31M +55,026 +3%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$162M – – –
HNB
31
Huntington National Bank
Ohio
$150M -$152M – –
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$150M -$469K -5,995 -0.3%
State Street
33
State Street
Massachusetts
$147M +$51M +651,953 +53%
NMIMC
34
Northwestern Mutual Investment Management Company
Wisconsin
$145M -$33.4M -426,500 -19%
SB
35
Suntrust Banks
Georgia
$137M -$4.21M -53,721 -3%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$135M +$68.7M +877,334 +103%
Truist Financial
37
Truist Financial
North Carolina
$120M +$6.92M +88,361 +6%
HighTower Advisors
38
HighTower Advisors
Illinois
$113M +$34.2M +437,508 +44%
USAA
39
United Services Automobile Association
Texas
$112M -$32.4M -413,336 -22%
AG
40
Advisor Group
Arizona
$96M -$8.27M -105,630 -8%
MFG
41
Merit Financial Group
Georgia
$93.1M +$87.1M +1,104,750 +1,456%
BIM
42
Bridges Investment Management
Nebraska
$91.8M +$4.47M +57,107 +5%
NA
43
NextCapital Advisers
Illinois
$91.2M +$21.6M +275,996 +31%
Comerica Bank
44
Comerica Bank
Texas
$88.1M -$1.61M -20,848 -2%
RIG
45
RiverFront Investment Group
Virginia
$87.6M -$2.23M -28,511 -2%
PFG
46
Pacific Financial Group
Washington
$86.7M +$138K +1,790 +0.2%
AllianceBernstein
47
AllianceBernstein
Tennessee
$82.4M +$81.6M +1,042,932 +11,477%
Stifel Financial
48
Stifel Financial
Missouri
$80M -$477K -6,089 -0.6%
M&T Bank
49
M&T Bank
New York
$75.7M +$743K +9,487 +1%
TAIM
50
TD Ameritrade Investment Management
Nebraska
$73.3M -$3.35M -42,770 -4%
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