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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,346 hedge funds and large institutions have $27.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 451 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+41
Holders Change %
+3.14%
% of All Funds
29.18%
Holding in Top 10
238
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.71%
% of All Funds
5.16%
New
124
Increased
645
Reduced
451
Closed
61
Calls
$177M
Puts
$13.3M
Net Calls
+$164M
Net Calls Change
+$79.9M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$261M
2
FCAS
First Command Advisory Services
Texas
+$239M
3
BlackRock
BlackRock
New York
+$235M
4
S
Schroders
United Kingdom
+$186M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$125M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$171M
2
State Street
State Street
Massachusetts
-$144M
3
HNB
Huntington National Bank
Ohio
-$137M
4
Wells Fargo
Wells Fargo
California
-$98.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
226
First Hawaiian Bank
Hawaii
$14.3M +$231 +3 +0%
WT
227
Whittier Trust
California
$14.2M +$3.71M +48,069 +35%
BOTW
228
Bank of the West
California
$14.2M -$116K -1,500 -0.8%
GG
229
Gofen & Glossberg
Illinois
$14.1M +$227K +2,936 +2%
CWM
230
Cornerstone Wealth Management
Missouri
$14.1M +$19.2K +96 +0.1%
SFA
231
Stewardship Financial Advisors
Georgia
$14M +$1.27M +16,513 +10%
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$13.9M +$1.69M +21,896 +14%
NA
233
NewEdge Advisors
Louisiana
$13.8M +$1.58M +20,488 +13%
WSFS
234
Wilmington Savings Fund Society
Delaware
$13.7M -$579K -7,502 -4%
BFO
235
Boston Family Office
Massachusetts
$13.4M +$136K +1,767 +1%
FANJ
236
Financial Architects (New Jersey)
New Jersey
$13.2M -$202K -2,620 -2%
PFA
237
Pettinga Financial Advisors
Indiana
$13.2M -$1.49M -19,375 -10%
SC
238
Stratford Consulting
Texas
$13.2M +$308K +3,988 +2%
TC
239
Trilogy Capital
California
$13.1M -$975K -12,635 -7%
EWM
240
Executive Wealth Management
Michigan
$13.1M +$978K +12,683 +8%
CG
241
CFO4Life Group
Texas
$13.1M +$5.26M +68,228 +67%
EDRIA
242
Edmonds Duncan Registered Investment Advisors
Kansas
$13.1M +$587K +7,610 +5%
PCFFS
243
Pacific Center for Financial Services
California
$13M +$148K +1,923 +1%
MMA
244
Miracle Mile Advisors
California
$13M -$623K -8,069 -5%
PCMC
245
Private Capital Management (Colorado)
Colorado
$12.9M +$299K +3,874 +2%
SIC
246
Shoker Investment Counsel
Ohio
$12.8M -$85.6K -1,110 -0.7%
CBB
247
Citizens Business Bank
California
$12.8M +$540K +6,994 +4%
I
248
IberiaBank
Louisiana
$12.5M -$4.35M -56,368 -26%
HI
249
Horizon Investments
North Carolina
$12.5M +$12.5M +162,380 New
SFS
250
Summit Financial Strategies
Ohio
$12.4M -$296K -3,838 -2%
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