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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 %
VDFA
851
Vickerman & Driscoll Financial Advisors
Washington
$843K +$3.99K +51 +0.5%
FMW
852
Farr Miller & Washington
District of Columbia
$842K -$184K -2,352 -18%
MA
853
Mutual Advisors
Nebraska
$842K +$96.2K +1,229 +13%
SFG
854
SevenBridge Financial Group
Pennsylvania
$836K +$529K +6,760 +172%
FBA
855
Front Barnett Associates
Illinois
$835K +$1.96K +25 +0.2%
FHC
856
First Heartland Consultants
Missouri
$833K +$239K +3,061 +40%
VCP
857
Vista Capital Partners
Oregon
$826K +$585K +7,471 +243%
EWM
858
Endurance Wealth Management
Rhode Island
$818K +$48.4K +619 +6%
PL
859
Plancorp LLC
Missouri
$816K – – –
CCA
860
Clearwater Capital Advisors
Illinois
$815K -$11.1K -142 -1%
PFA
861
Pinnacle Family Advisors
Missouri
$799K -$311K -3,970 -28%
DIA
862
Dana Investment Advisors
Wisconsin
$797K -$13.1K -167 -2%
MHS
863
M Holdings Securities
Oregon
$795K +$62.1K +793 +8%
ACG
864
Allen Capital Group
Nebraska
$791K -$28.9K -369 -4%
OCM
865
Osbon Capital Management
Massachusetts
$789K +$789K +10,085 New
NNP
866
Nachman Norwood & Parrott
South Carolina
$788K -$4.15K -53 -0.5%
RBFC
867
Roman Butler Fullerton & Co
Missouri
$787K -$2.43K -31 -0.3%
CIBC World Market
868
CIBC World Market
Ontario, Canada
$785K +$1.41K +18 +0.2%
DCM
869
Dimension Capital Management
Florida
$783K +$783K +10,000 New
DCM
870
Donaldson Capital Management
Indiana
$778K -$271K -3,462 -26%
AFM
871
Andesa Financial Management
Pennsylvania
$774K -$30.6K -390 -4%
PWM
872
Paulson Wealth Management
Illinois
$771K +$6.93K +89 +0.9%
BWP
873
Bernardo Wealth Planning
Pennsylvania
$770K -$79.6K -1,017 -9%
EWA
874
Exencial Wealth Advisors
Oklahoma
$766K -$5.64K -72 -0.7%
OBGC
875
O'Brien Greene & Co
Pennsylvania
$766K +$18K +230 +2%
33 34
35
36 37