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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
1
First Command Advisory Services
Texas
$648M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$521M
3
UBS Group
3
UBS Group
Switzerland
$1.41B
4
MFG
4
Merit Financial Group
Georgia
$93.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$82.4M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$0
2
HNB
2
Huntington National Bank
Ohio
$150M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.17B
4
COPPSERS
4
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
1276
Kelly Financial Services
Massachusetts
$41.4K +$41.4K +529 New
CWA
1277
Clarus Wealth Advisors
Arizona
$41K +$155 +2 +0.4%
IAS
1278
IMA Advisory Services
Colorado
$40K – – –
QFA
1279
Quattro Financial Advisors
Texas
$38.8K +$38.8K +500 New
SIS
1280
Sound Income Strategies
Florida
$38K -$1.96K -25 -5%
RFM
1281
Royal Fund Management
Florida
$36K +$2.06K +27 +6%
SBA
1282
Secrest Blakey & Associates
North Carolina
$34K +$631 +8 +2%
SFC
1283
SYM Financial Corp
Indiana
$34K +$2.94K +38 +9%
AIM
1284
Anchor Investment Management
South Carolina
$31.4K – – –
CICI
1285
Capital Investment Counsel Inc
North Carolina
$30K – – –
EK
1286
Evensky & Katz
Florida
$29K +$78 +1 +0.3%
PFO
1287
Pathstone Family Office
New Jersey
$26K -$22.6K -292 -46%
PCTC
1288
Perkins Coie Trust Company
Washington
$26K – – –
HWA
1289
Heritage Wealth Advisors
Virginia
$25.4K – – –
TCM
1290
Tradewinds Capital Management
Washington
$25K – – –
TFA
1291
Toth Financial Advisory
Virginia
$25K +$79 +1 +0.3%
FPS
1292
Fieldpoint Private Securities
Connecticut
$25K +$25K +321 New
EWM
1293
Elmwood Wealth Management
California
$24K – – –
LWA
1294
Lowe Wealth Advisors
Maryland
$24K +$1.34K +17 +6%
RTC
1295
Riverview Trust Company
Washington
$23K – – –
FCMT
1296
Founders Capital Management (Texas)
Texas
$22K – – –
VCM
1297
Vigilant Capital Management
Maine
$22K – – –
PFSC
1298
Peoples Financial Services Corp
Pennsylvania
$20K – – –
RP
1299
Rice Partnership
Hawaii
$20K +$20K +254 New
SAM
1300
Shamrock Asset Management
Texas
$19K -$117K -1,487 -86%
50 51
52
53 54