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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
+$507M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$110M
3
UBS Group
UBS Group
Switzerland
+$104M
4
MFG
Merit Financial Group
Georgia
+$87.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$81.6M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$317M
2
HNB
Huntington National Bank
Ohio
-$152M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$80.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
676
Lido Advisors
California
$1.68M -$70.7K -904 -4%
JF
677
JSF Financial
California
$1.67M +$54.4K +695 +3%
CCP
678
Cardan Capital Partners
Colorado
$1.67M +$214K +2,739 +15%
CCT
679
Country Club Trust
Missouri
$1.67M -$306K -3,908 -15%
Mackenzie Financial
680
Mackenzie Financial
Ontario, Canada
$1.66M +$916K +11,700 +123%
TCOT
681
Trust Company of Toledo
Ohio
$1.64M -$80.1K -1,023 -5%
H
682
HoyleCohen
California
$1.63M -$4.31K -55 -0.3%
SWM
683
SVA Wealth Management
Wisconsin
$1.63M -$28.6K -366 -2%
FM
684
Family Management
New York
$1.63M +$307K +3,917 +23%
PFA
685
Pathway Financial Advisors
Vermont
$1.6M +$104K +1,324 +7%
WA
686
Winfield Associates
Ohio
$1.6M -$299K -3,825 -16%
BCM
687
Brasada Capital Management
Texas
$1.6M -$93.3K -1,190 -6%
CPP
688
Crow Point Partners
Massachusetts
$1.6M -$905K -11,562 -36%
RPGK
689
Retirement Planning Group (Kansas)
Kansas
$1.6M -$26.6K -340 -2%
SFI
690
SPC Financial Inc
Maryland
$1.6M +$233K +2,971 +17%
PAS
691
Partnervest Advisory Services
California
$1.6M -$89.1K -1,138 -5%
BAM
692
Berkshire Asset Management
Pennsylvania
$1.58M +$783K +10,006 +98%
SFA
693
Sequoia Financial Advisors
Ohio
$1.57M +$60.2K +769 +4%
KWM
694
Kingsview Wealth Management
Oregon
$1.56M -$229K -2,930 -13%
CT
695
Cambridge Trust
Massachusetts
$1.54M -$35.8K -458 -2%
NL
696
NVWM LLC
Pennsylvania
$1.54M -$816K -10,422 -35%
CCM
697
Coldstream Capital Management
Washington
$1.54M -$214K -2,728 -12%
BO
698
Bank OZK
Arkansas
$1.54M -$59K -754 -4%
PWA
699
Peterson Wealth Advisors
Utah
$1.54M +$34.5K +441 +2%
LWCFA
700
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.53M +$236K +3,020 +18%
26 27
28
29 30