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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 %
FPCP
1001
Fort Point Capital Partners
California
$484K – – –
SSWM
1002
Smith Salley Wealth Management
North Carolina
$479K – – –
CI
1003
CX Institutional
Indiana
$479K +$461K +5,891 +2,584%
CFC
1004
Coyle Financial Counsel
Illinois
$479K +$479K +6,116 New
CHA
1005
Carmichael Hill & Associates
Maryland
$476K -$5.71K -73 -1%
FA
1006
Financial Advisors
Massachusetts
$474K +$78 +1 +0%
AIA
1007
Avalon Investment & Advisory
Texas
$472K +$56.2K +718 +14%
SLG
1008
Stanley-Laman Group
Pennsylvania
$471K +$38.2K +488 +9%
TRSOTSOK
1009
Teachers Retirement System of the State of Kentucky
Kentucky
$470K – – –
CMP
1010
Courage Miller Partners
Virginia
$468K +$13.3K +170 +3%
LSPW
1011
Lake Street Private Wealth
Illinois
$466K +$127K +1,617 +37%
DSC
1012
Duncker Streett & Co
Missouri
$459K +$548 +7 +0.1%
BA
1013
Boston Advisors
Massachusetts
$459K +$27.8K +355 +6%
HIS
1014
Horizon Investment Services
Indiana
$457K +$2.19K +28 +0.5%
HPC
1015
Hobart Private Capital
North Carolina
$456K +$456K +5,829 New
TC
1016
Truvestments Capital
Florida
$451K +$317K +4,053 +236%
OC
1017
Oarsman Capital
Wisconsin
$450K -$2.66K -34 -0.6%
PCA
1018
Peddock Capital Advisors
Massachusetts
$450K -$2.51K -32 -0.6%
BFC
1019
Bedel Financial Consulting
Indiana
$450K – – –
CGL
1020
Clarius Group LLC
Washington
$448K – – –
KP
1021
Keel Point
Alabama
$439K -$1.88K -24 -0.4%
FG
1022
Fiduciary Group
Georgia
$439K +$3.13K +40 +0.7%
SFG
1023
SNS Financial Group
Minnesota
$439K +$11.5K +147 +3%
LWAC
1024
Laurel Wealth Advisors (California)
California
$435K +$6.26K +80 +1%
KCP
1025
KDI Capital Partners
North Carolina
$435K +$28K +358 +7%
39 40
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