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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 %
LA
1176
LexAurum Advisors
Kansas
$226K +$235 +3 +0.1%
HDIM
1177
Hanson & Doremus Investment Management
Vermont
$225K – – –
MCM
1178
McMillion Capital Management
North Carolina
$225K +$1.96K +25 +0.9%
AWMG
1179
Alliance Wealth Management Group
New Jersey
$223K -$51.7K -660 -19%
CBTWT
1180
Community Bank & Trust (Waco, Texas)
Texas
$222K – – –
CWM
1181
Cordatus Wealth Management
Pennsylvania
$222K +$222K +2,840 New
BHWM
1182
Bay Harbor Wealth Management
Maryland
$221K -$43.9K -562 -17%
WB
1183
Webster Bank
Connecticut
$221K – – –
UR
1184
USCA RIA
Texas
$219K – – –
LAIC
1185
Lederer & Associates Investment Counsel
California
$218K – – –
AWM
1186
Apollon Wealth Management
South Carolina
$217K -$40.4K -516 -16%
KCM
1187
Kornitzer Capital Management
Kansas
$217K +$217K +2,775 New
BAM
1188
Barrett Asset Management
New York
$216K – – –
CCA
1189
Cobblestone Capital Advisors
New York
$216K +$216K +2,761 New
PPSG
1190
Princeton Portfolio Strategies Group
New Jersey
$213K -$88.4K -1,130 -29%
AWM
1191
Aries Wealth Management
Maine
$212K – – –
AAP
1192
Arax Advisory Partners
Colorado
$212K +$212K +2,709 New
NAS
1193
Nicolet Advisory Services
Wisconsin
$211K -$5.4K -69 -2%
DMC
1194
Drexel Morgan & Co
Pennsylvania
$211K – – –
GFPC
1195
Global Financial Private Capital
Florida
$210K -$436K -5,560 -67%
PA
1196
Parkside Advisors
California
$209K -$18.7K -238 -8%
SCM
1197
Stordahl Capital Management
Colorado
$209K – – –
LGWM
1198
Litman Gregory Wealth Management
California
$208K -$12.9K -165 -6%
Fayez Sarofim & Co
1199
Fayez Sarofim & Co
Texas
$207K -$39.1K -500 -16%
P
1200
Pitcairn
Pennsylvania
$207K +$207K +2,650 New
46 47
48
49 50