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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 %
CIA
126
Capital Investment Advisors
Georgia
$27.9M -$9.64M -123,122 -26%
AAS
127
Annex Advisory Services
Wisconsin
$27.6M -$645K -8,237 -2%
PI
128
Pachira Investments
California
$27.4M -$312K -3,984 -1%
JWA
129
JFS Wealth Advisors
Pennsylvania
$27.2M +$438K +5,599 +2%
KA
130
Klingman & Associates
New York
$26.9M +$1.47M +18,730 +6%
Bessemer Group
131
Bessemer Group
New Jersey
$26.8M +$6.09M +77,770 +29%
GWM
132
Geneos Wealth Management
Colorado
$26.8M +$1.56M +19,976 +6%
GC
133
Grimes & Company
Massachusetts
$26.6M -$18.1M -231,647 -41%
BCI
134
Brinker Capital Investments
Pennsylvania
$26.6M -$1.06M -13,525 -4%
FA
135
FDx Advisors
Illinois
$26.5M -$18.6M -237,322 -41%
TCM
136
Twele Capital Management
Minnesota
$26.4M +$5.94M +75,863 +29%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$26.4M -$4.96M -63,312 -16%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$26.3M +$501K +6,396 +2%
CWM
139
Connecticut Wealth Management
Connecticut
$26.1M -$3M -38,273 -10%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$26.1M +$26.1M +333,178 New
TC
141
Telemus Capital
Michigan
$25.9M -$258K -3,436 -1%
CTC
142
Central Trust Company
Missouri
$25.7M +$1.89M +24,286 +8%
CA
143
Cetera Advisors
Colorado
$25.3M +$3.2M +40,901 +14%
MFW
144
Meristem Family Wealth
Minnesota
$25.1M -$389K -4,975 -2%
SWP
145
Stratos Wealth Partners
Ohio
$24.8M -$334K -4,270 -1%
MA
146
MUFG Americas
New York
$24.7M +$191K +2,441 +0.8%
NCM
147
Nelson Capital Management
California
$24.7M -$52.4K -669 -0.2%
TFO
148
Tarbox Family Office
California
$24.4M +$862K +11,009 +4%
SPIA
149
Steward Partners Investment Advisory
New York
$24.4M +$1.74M +22,289 +8%
AF
150
Ally Financial
Michigan
$24.3M +$14.2M +182,000 +142%
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