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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 %
FFA
1151
First Foundation Advisors
California
$251K +$251K +3,201 New
ZB
1152
Zions Bancorporation
Utah
$250K -$240K -3,066 -49%
OCM
1153
Oakwood Capital Management
California
$250K -$183K -2,341 -42%
PA
1154
Paracle Advisors
Washington
$249K – – –
DP
1155
Dearborn Partners
Illinois
$247K – – –
BO
1156
BRR OpCo
Ohio
$247K +$25.2K +322 +11%
HFA
1157
Hoover Financial Advisors
Pennsylvania
$246K -$1.57K -20 -0.6%
FA
1158
FC Advisory
Pennsylvania
$245K -$4.44K -57 -2%
SIAS
1159
Shine Investment Advisory Services
Colorado
$244K -$35.4K -452 -13%
AP
1160
Appleton Partners
Massachusetts
$243K -$8.3K -106 -3%
MLL
1161
Moody Lynn & Lieberson
Massachusetts
$243K +$3.29K +42 +1%
DWM
1162
Doyle Wealth Management
Florida
$242K +$235 +3 +0.1%
NIC
1163
Northwest Investment Counselors
Oregon
$240K -$9.01K -115 -4%
LFG
1164
Larson Financial Group
Missouri
$239K -$18.6K -238 -7%
NB
1165
Nicolet Bankshares
Wisconsin
$238K -$29.7K -380 -11%
TWA
1166
TCI Wealth Advisors
Arizona
$238K -$6.58K -84 -3%
ACA
1167
Aptus Capital Advisors
Alabama
$238K – – –
GCM
1168
Gibraltar Capital Management
Oklahoma
$238K +$784 +10 +0.3%
AWA
1169
Acorn Wealth Advisors
Michigan
$235K -$11.1K -145 -5%
IWA
1170
Intercontinental Wealth Advisors
Texas
$235K – – –
BUB
1171
BBVA USA Bancshares
Texas
$234K +$234K +2,984 New
SCM
1172
Stellar Capital Management
Arizona
$232K – – –
CA
1173
Crewe Advisors
Utah
$231K +$231K +2,950 New
IWA
1174
IBEX Wealth Advisors
New Jersey
$229K +$229K +2,937 New
DI
1175
DFPG Investments
Utah
$227K -$475K -6,105 -68%
45 46
47
48 49