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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 %
TFA
1201
TPG Financial Advisors
Oregon
$206K +$206K +2,621 New
IIM
1202
Ipswich Investment Management
Massachusetts
$204K -$2.03K -26 -1%
IPW
1203
Inlet Private Wealth
Florida
$204K – – –
BTW
1204
Boston Trust Walden
Massachusetts
$203K +$203K +2,590 New
CWM
1205
Concentric Wealth Management
California
$202K +$202K +2,585 New
WAAG
1206
Wealth Alliance Advisory Group
Kansas
$201K -$9.97K -128 -5%
BCA
1207
Berman Capital Advisors
Georgia
$200K -$54.7K -702 -21%
CFA
1208
Camarda Financial Advisors
Florida
$200K -$20.6K -263 -9%
BCA
1209
Bray Capital Advisors
Florida
$196K – – –
KTC
1210
Kistler-Tiffany Companies
Pennsylvania
$194K +$36.4K +465 +23%
SIC
1211
Salem Investment Counselors
North Carolina
$191K +$191K +2,434 New
AIA
1212
Armor Investment Advisors
North Carolina
$188K -$1.57K -20 -0.8%
CBT
1213
Capital Bank & Trust
California
$180K – – –
CLOS
1214
Compagnie Lombard Odier SCmA
Switzerland
$180K – – –
LWM
1215
Liberty Wealth Management
California
$178K -$122K -1,563 -41%
NPP
1216
New Potomac Partners
Maryland
$178K – – –
SCA
1217
Stonebridge Capital Advisors
Minnesota
$175K -$1.25M -16,038 -88%
PFBT
1218
Parkside Financial Bank & Trust
Missouri
$171K +$3.36K +43 +2%
GWS
1219
Glassman Wealth Services
Virginia
$169K +$45.7K +584 +37%
BWM
1220
Baystate Wealth Management
Massachusetts
$158K +$47.2K +600 +43%
SFPIA
1221
Stevens First Principles Investment Advisors
California
$148K -$8.63K -110 -6%
ACS
1222
Archford Capital Strategies
Illinois
$147K – – –
TCM
1223
TD Capital Management
Tennessee
$145K +$101K +1,295 +232%
GT
1224
Glenmede Trust
Pennsylvania
$144K +$8.9K +113,660 +7%
BRC
1225
Bell Rock Capital
Delaware
$141K -$4.26K -55 -3%
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