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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
$648M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$521M
3
UBS Group
UBS Group
Switzerland
$1.41B
4
MFG
Merit Financial Group
Georgia
$93.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
$82.4M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$0
2
HNB
Huntington National Bank
Ohio
$150M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1126
Allen Investment Management
New York
$283K +$283K +3,616 New
BCA
1127
Bay Colony Advisors
Massachusetts
$281K -$4.39K -56 -2%
SSWM
1128
Sheets Smith Wealth Management
North Carolina
$281K +$78 +1 +0%
SRC
1129
Shufro Rose & Co
New York
$280K +$45K +575 +19%
CCP
1130
Corient Capital Partners
California
$279K – – –
WA1
1131
Wimmer Associates 1
California
$278K -$33.6K -430 -11%
KCM
1132
Karp Capital Management
California
$278K – – –
NEPWA
1133
New England Private Wealth Advisors
Massachusetts
$278K +$469 +6 +0.2%
Simplex Trading
1134
Simplex Trading
Illinois
$278K +$278K +3,556 New
PP
1135
PagnatoKarp Partners
Virginia
$276K +$3.99K +51 +1%
CIM
1136
Confluence Investment Management
Missouri
$275K – – –
IP
1137
Investment Partners
Ohio
$275K +$50.3K +643 +22%
AIS
1138
American Investment Services
Massachusetts
$274K – – –
HBWM
1139
Hollow Brook Wealth Management
New York
$271K – – –
APP
1140
Avantax Planning Partners
Iowa
$267K -$95.4K -1,223 -26%
JGIA
1141
Jackson Grant Investment Advisers
Connecticut
$267K +$861 +11 +0.3%
CCT
1142
Capital City Trust
Florida
$265K – – –
NWS
1143
Newport Wealth Strategies
California
$264K +$774 +10 +0.3%
HCA
1144
Harbour Capital Advisors
Virginia
$263K -$4.69K -60 -2%
ATPW
1145
Ashton Thomas Private Wealth
Arizona
$262K +$2.11K +27 +0.8%
VAM
1146
Verity Asset Management
North Carolina
$262K +$262K +3,343 New
FPCG
1147
Fort Pitt Capital Group
Pennsylvania
$260K -$101K -1,292 -28%
SC
1148
SouthState Corp
Florida
$256K -$143K -1,824 -36%
LB
1149
Legacy Bridge
Iowa
$251K – – –
LBD
1150
Landsberg Bennett & Dubbaneh
Florida
$251K +$3.76K +48 +2%
44 45
46
47 48