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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 %
AP
976
Arlington Partners
Alabama
$531K -$120K -1,531 -18%
BFA
977
Bragg Financial Advisors
North Carolina
$531K – – –
VCA
978
Verdence Capital Advisors
Maryland
$526K +$18.2K +232 +4%
CG
979
Corundum Group
Colorado
$524K -$23.5K -300 -4%
TCM
980
Tufton Capital Management
Maryland
$524K +$3.75K +48 +0.7%
SWM
981
Stockman Wealth Management
Montana
$521K -$15.6K -200 -3%
CAN
982
Claraphi Advisory Network
United States
$521K +$85.2K +1,088 +20%
HCM
983
Harvest Capital Management
New Hampshire
$519K -$3.91K -50 -0.7%
RC
984
RegentAtlantic Capital
New Jersey
$515K +$41.7K +532 +9%
SCM
985
Sterling Capital Management
North Carolina
$513K -$39.1K -500 -7%
KFP
986
KMG Fiduciary Partners
Ohio
$513K -$7.98K -102 -2%
ESB
987
Essex Savings Bank
Connecticut
$509K +$343K +4,380 +206%
OFG
988
OmniStar Financial Group
North Carolina
$507K -$18.9K -241 -4%
IIC
989
Integrated Investment Consultants
Michigan
$505K +$229K +2,929 +83%
BI
990
Bredin Investment
Delaware
$504K – – –
CA
991
Claro Advisors
Massachusetts
$501K -$34.1K -435 -6%
AF
992
Alerus Financial
North Dakota
$501K – – –
RWP
993
RWA Wealth Partners
Massachusetts
$497K +$3.21K +41 +0.7%
SQA
994
Simon Quick Advisors
New Jersey
$496K +$22.8K +291 +5%
ST
995
Sageworth Trust
Pennsylvania
$496K -$35.8K -458 -7%
SBIA
996
Sheaff Brock Investment Advisors
Indiana
$495K – – –
DDC
997
DF Dent & Co
Maryland
$493K – – –
MCM
998
McRae Capital Management
New Jersey
$491K +$63.7K +813 +15%
MPM
999
Meritage Portfolio Management
Kansas
$486K -$5.48K -70 -1%
IIA
1000
IPG Investment Advisors
California
$484K +$19.3K +247 +4%
38 39
40
41 42