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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 %
BAM
801
Belpointe Asset Management
Nevada
$1.1M +$1.1M +14,097 New
GIA
802
Gladstone Institutional Advisory
Florida
$1.1M -$461K -5,887 -30%
CWS
803
Cypress Wealth Services
California
$1.09M -$22.5K -288 -2%
LIC
804
Lodestar Investment Counsel
Illinois
$1.08M – – –
SCM
805
SOL Capital Management
Maryland
$1.07M +$337K +4,307 +46%
AMCA
806
Arthur M. Cohen & Associates
Illinois
$1.06M -$391K -4,998 -27%
Wellington Management Group
807
Wellington Management Group
Massachusetts
$1.06M +$1.06M +13,500 New
FMBTD
808
First Midwest Bank Trust Division
Illinois
$1.05M – – –
AL
809
Aspiriant LLC
California
$1.05M – – –
TW
810
TrinityPoint Wealth
Connecticut
$1.04M -$6.34K -80 -0.6%
MCM
811
MV Capital Management
Maryland
$1.04M +$15.7K +200 +2%
EIA
812
Eldridge Investment Advisors
New Hampshire
$1.03M +$3.76K +48 +0.4%
CAM
813
Congress Asset Management
Massachusetts
$1.02M -$81.2K -1,038 -7%
HPC
814
HM Payson & Co
Maine
$1.02M -$32.6K -417 -3%
JWS
815
Juncture Wealth Strategies
Arizona
$1.02M -$272K -3,478 -21%
AWM
816
Avior Wealth Management
Nebraska
$1.02M +$30.6K +391 +3%
VAS
817
Vestmark Advisory Solutions
Massachusetts
$1.01M -$68.7K -878 -6%
RWA
818
River Wealth Advisors
Pennsylvania
$1.01M +$338K +4,316 +50%
TIA
819
Tiemann Investment Advisors
California
$998K +$6.34K +81 +0.6%
BDF
820
Balasa Dinverno & Foltz
$987K +$25K +319 +3%
AOWM
821
Alpha Omega Wealth Management
Virginia
$983K – – –
AC
822
Avestar Capital
New York
$961K -$354K -4,566 -27%
CAL
823
Capital Advisors Ltd
Ohio
$957K -$169K -2,154 -15%
CNB
824
Camden National Bank
Maine
$953K +$361K +4,616 +61%
TH
825
TCTC Holdings
Texas
$945K – – –
31 32
33
34 35