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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 %
KLCM
926
KG&L Capital Management
Louisiana
$635K -$13.1K -168 -2%
NGA
927
Naples Global Advisors
Florida
$635K +$167K +2,134 +36%
IC
928
Intersect Capital
California
$630K +$93.5K +1,195 +17%
TD Asset Management
929
TD Asset Management
Ontario, Canada
$629K -$31.5K -403 -5%
PCA
930
Personal Capital Advisors
California
$628K +$95.6K +1,222 +18%
SCG
931
Sonata Capital Group
Washington
$625K +$2.58K +33 +0.4%
RCA
932
Rowland Carmichael Advisors
Arizona
$622K -$67.3K -859 -10%
MC
933
Moors & Cabot
Massachusetts
$620K +$74.1K +942 +14%
BCWM
934
Bartlett & Co Wealth Management
Ohio
$617K – – –
BC
935
Bartlett & Co
Ohio
$617K – – –
MMHP
936
Murphy Middleton Hinkle & Parker
Georgia
$617K – – –
ACP
937
Aviance Capital Partners
Florida
$613K -$434K -5,544 -41%
TA
938
Townsend & Associates
Colorado
$613K -$265K -3,380 -30%
SW
939
SlateStone Wealth
Florida
$613K -$182K -2,319 -23%
CCMD
940
Cypress Capital Management (Delaware)
Delaware
$613K – – –
ZIM
941
Zacks Investment Management
Illinois
$612K +$612K +7,814 New
TP
942
Tranquility Partners
Tennessee
$612K +$612K +7,817 New
GCA
943
Gradient Capital Advisors
California
$607K – – –
M
944
MOTCO
Texas
$606K -$1.72K -22 -0.3%
HCIA
945
Hochman Cole Investment Advisors
Illinois
$601K +$200K +2,554 +50%
BIA
946
Biondo Investment Advisors
Pennsylvania
$600K +$73.6K +940 +14%
PAM
947
Peak Asset Management
Colorado
$599K +$56.8K +725 +10%
AIC
948
Archer Investment Corporation
Indiana
$598K -$530K -6,763 -47%
HIC
949
Holderness Investments Company
North Carolina
$596K +$21.5K +275 +4%
TC
950
TownSquare Capital
Utah
$596K +$192K +2,495 +48%
36 37
38
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