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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 %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$73.2M -$4.07M -51,984 -5%
FI
52
FormulaFolio Investments
Michigan
$70M +$3.19M +40,705 +5%
AssetMark Inc
53
AssetMark Inc
California
$69.6M +$3.66M +46,731 +6%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$69.4M -$13.8M -178,074 -17%
PAG
55
Private Advisor Group
New Jersey
$68M -$2.01M -25,657 -3%
GBA
56
Global Beta Advisors
Pennsylvania
$65.4M +$8.1M +103,750 +14%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$63.3M -$727K -9,290 -1%
SF
58
Synovus Financial
Georgia
$63.2M +$2.28M +29,075 +4%
VFA
59
Voya Financial Advisors
Connecticut
$58.7M -$231K -2,996 -0.4%
DWM
60
Destination Wealth Management
California
$58M +$1.8M +22,938 +3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$57.7M +$2.41M +30,724 +4%
Mariner
62
Mariner
Kansas
$56.8M +$14.4M +184,330 +34%
Creative Planning
63
Creative Planning
Kansas
$56.5M +$22M +280,450 +64%
GT
64
Greenleaf Trust
Michigan
$56.2M +$118K +1,507 +0.2%
WANY
65
Wealthspire Advisors (New York)
New York
$55M +$2.63M +33,569 +5%
SMM
66
Stadion Money Management
Georgia
$53.9M -$519K -6,627 -1%
TF
67
TIAA FSB
Florida
$53.2M -$12M -153,222 -18%
PV
68
Private Vista
Illinois
$53.1M -$709K -9,051 -1%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$51.5M -$11.7M -149,723 -19%
Lazard Asset Management
70
Lazard Asset Management
New York
$50.7M -$2.9M -37,028 -5%
MML Investors Services
71
MML Investors Services
Massachusetts
$50.7M -$2.85M -36,436 -5%
OAM
72
Oppenheimer Asset Management
New York
$48.8M +$175K +2,232 +0.4%
LWMT
73
Legacy Wealth Management (Tennessee)
Tennessee
$48.6M +$5.78M +73,849 +14%
CAG
74
Crestwood Advisors Group
Massachusetts
$47.9M +$16.6M +212,213 +53%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$47.4M +$1.4M +17,838 +3%
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