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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 %
SB
151
Simmons Bank
Arkansas
$24.2M -$22.8K -291 -0.1%
HL
152
HeadInvest LLC
Maine
$24.2M -$113K -1,445 -0.5%
NQWM
153
Northwest Quadrant Wealth Management
Oregon
$24.1M +$472K +6,110 +2%
VR
154
Viridian RIA
Washington
$24.1M +$1.57M +20,693 +7%
PW
155
Price Wealth
Texas
$24.1M +$3.39M +43,297 +16%
Fiera Capital (Canada)
156
Fiera Capital (Canada)
Quebec, Canada
$23.9M -$373K -4,771 -2%
AFG
157
Albion Financial Group
Utah
$23.4M +$323K +4,120 +1%
SCA
158
Spearhead Capital Advisors
Florida
$23.3M -$5.29M -67,581 -19%
CPSAC
159
Chas P. Smith & Associates (CPS)
Florida
$23.3M +$2.19M +28,039 +10%
SPC
160
Sigma Planning Corp
Michigan
$22.4M -$191K -2,444 -0.8%
MGIA
161
Moneta Group Investment Advisors
Missouri
$22.2M +$1.99M +25,395 +10%
GW
162
GW & Wade
Massachusetts
$21.6M +$1.53M +19,572 +8%
PWLP
163
Prio Wealth Limited Partnership
Massachusetts
$21.5M +$788K +10,069 +4%
CG
164
Colony Group
Massachusetts
$21.3M +$18.6M +237,226 +686%
CW
165
Cobiz Wealth
Colorado
$21.3M -$987K -12,609 -4%
PWAG
166
Polaris Wealth Advisory Group
California
$21.2M -$180K -2,294 -0.8%
LF
167
Lee Financial
Texas
$20.9M -$161K -2,062 -0.8%
PA
168
Parallel Advisors
California
$20.7M -$1.35M -17,299 -6%
Citigroup
169
Citigroup
New York
$20.5M -$47.4M -604,984 -70%
BOS
170
Bank of Stockton
California
$20.4M -$293K -3,743 -1%
FWM
171
FFT Wealth Management
Pennsylvania
$20.2M +$10.2K +130 +0.1%
KWMG
172
King Wealth Management Group
Florida
$20.1M +$694K +8,866 +4%
BHWM
173
Bar Harbor Wealth Management
New Hampshire
$20M -$58.2K -743 -0.3%
FCBT
174
First Citizens Bank & Trust
North Carolina
$19.5M +$127K +1,619 +0.7%
FTIOP
175
Fiduciary Trust International of Pennsylvania
Pennsylvania
$19.4M +$19.4M +248,338 New
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