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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 %
AWM
1026
Alterna Wealth Management
Texas
$430K -$676K -8,634 -61%
SYBT
1027
Stock Yards Bank & Trust
Kentucky
$430K +$69K +881 +19%
MG
1028
Mather Group
Illinois
$430K +$127K +1,616 +42%
FIM
1029
Frontier Investment Management
Texas
$427K -$35.3K -451 -8%
MCM
1030
Maryland Capital Management
Maryland
$425K – – –
LCM
1031
Logan Capital Management
Pennsylvania
$425K – – –
PA
1032
Probity Advisors
Texas
$419K -$23.5K -301 -5%
GP
1033
Girard Partners
Pennsylvania
$416K +$469 +6 +0.1%
EA
1034
Evergreen Advisors
Tennessee
$416K +$1.33K +17 +0.3%
ECG
1035
Edge Capital Group
Georgia
$414K – – –
WF
1036
Welch & Forbes
Massachusetts
$411K -$9.78K -125 -2%
BWP
1037
BSW Wealth Partners
Colorado
$406K -$45K -575 -10%
CWM
1038
Chesapeake Wealth Management
Virginia
$400K – – –
MC
1039
Martin & Co
Tennessee
$397K -$1.96K -25 -0.5%
TCB
1040
Texas Capital Bancshares
Texas
$396K -$196K -2,509 -33%
SC
1041
Scholtz & Company
Connecticut
$391K -$78K -997 -17%
NWP
1042
Northstar Wealth Partners
Connecticut
$391K -$61.1K -780 -14%
GC
1043
Gibson Capital
Pennsylvania
$391K – – –
BPC
1044
Banque Pictet & Cie
Switzerland
$391K – – –
EI
1045
Ellevest Inc
New York
$390K +$26.5K +338 +7%
GBBWRPM
1046
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$390K +$390K +4,980 New
MWA
1047
Meridian Wealth Advisors
Texas
$387K -$27.4K -350 -7%
MCM
1048
Monument Capital Management
Virginia
$386K +$7.85K +100 +2%
WPC
1049
White Pine Capital
Minnesota
$385K +$470 +6 +0.1%
MIM
1050
Macroview Investment Management
Maryland
$384K -$240K -3,068 -38%
40 41
42
43 44