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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 %
SFG
901
StrategIQ Financial Group
Indiana
$695K +$82.1K +1,049 +13%
CAM
902
Concorde Asset Management
Michigan
$690K -$405K -5,171 -37%
VWM
903
Venturi Wealth Management
Texas
$690K -$238K -3,044 -26%
RWA
904
Ropes Wealth Advisors
Massachusetts
$690K -$42.3K -541 -6%
PSF
905
Pacific Sun Financial
California
$687K +$687K +8,777 New
HH
906
Hilltop Holdings
Texas
$685K -$2.4M -30,638 -78%
BW
907
Bison Wealth
Georgia
$685K +$1.1K +14 +0.2%
WPIC
908
White Pine Investment Company
Michigan
$685K +$430K +5,492 +168%
EWM
909
Empirical Wealth Management
Washington
$683K +$267K +3,416 +64%
HFS
910
Haverford Financial Services
Pennsylvania
$678K – – –
S
911
SignatureFD
Georgia
$677K +$207K +2,640 +44%
AFP
912
Ausdal Financial Partners
Iowa
$672K +$186K +2,333 +38%
TA
913
Trellis Advisors
Washington
$669K – – –
BCM
914
Brookmont Capital Management
Texas
$664K – – –
CCB
915
Cutter & Co Brokerage
Missouri
$662K – – –
EAM
916
Evanson Asset Management
California
$656K +$626 +8 +0.1%
SAS
917
Stelac Advisory Services
New York
$654K -$671K -8,563 -51%
NP
918
NorthRock Partners
Minnesota
$652K -$32.5K -415 -5%
EF
919
Empirical Finance
Pennsylvania
$649K -$1.72K -22 -0.3%
CFSG
920
Community Financial Services Group
Vermont
$646K +$117K +1,492 +22%
CA
921
Corrado Advisors
New Jersey
$645K +$85.7K +1,094 +15%
BFM
922
Broadview Financial Management
Wisconsin
$643K -$7.28K -93 -1%
FNC
923
First National Corp
Massachusetts
$640K +$68K +869 +12%
ZF
924
Zhang Financial
Michigan
$640K +$233K +2,980 +57%
SWM
925
Sequoia Wealth Management
Illinois
$635K -$2.03M -26,275 -76%
35 36
37
38 39