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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 %
TYCC
251
Texas Yale Capital Corp
Florida
$12.3M +$6.14M +79,542 +100%
BNP Paribas Financial Markets
252
BNP Paribas Financial Markets
France
$12.2M +$4.53M +58,718 +59%
EWM
253
Evermay Wealth Management
Virginia
$12.2M +$168K +2,175 +1%
FSC
254
Full Sail Capital
Oklahoma
$12M +$5.74M +74,410 +92%
AWM
255
Altium Wealth Management
New York
$11.8M +$1.51M +19,548 +15%
AF
256
Affiance Financial
Minnesota
$11.8M +$5.44M +70,472 +86%
SWPG
257
Strategic Wealth Partners Group
Illinois
$11.7M +$2.9M +37,605 +33%
LFS
258
Lutz Financial Services
Nebraska
$11.7M +$3.11M +40,373 +36%
GFS
259
GYL Financial Synergies
Connecticut
$11.7M +$11.4M +147,748 +4,500%
RWM
260
RKL Wealth Management
Pennsylvania
$11.6M +$947K +12,280 +9%
TAT
261
TD Ameritrade Trust
Colorado
$11.6M -$17.4K -225 -0.1%
RJT
262
Raymond James Trust
Florida
$11.5M +$976K +12,645 +9%
QIM
263
Quantitative Investment Management
Virginia
$11.5M -$9.37M -121,500 -45%
RC
264
Randolph Company
Ohio
$11.5M +$11.5M +148,597 New
CPA
265
Capital Planning Advisors
California
$11.5M -$2.8M -36,283 -20%
CGI
266
Cougar Global Investments
Ontario, Canada
$11.2M -$5.68M -73,605 -34%
Deutsche Bank
267
Deutsche Bank
Germany
$11.1M +$1.13M +14,606 +11%
LNC
268
Lincoln National Corp
Pennsylvania
$11.1M +$1.46M +18,960 +15%
IA
269
IFP Advisors
Florida
$11.1M -$8.36M -108,225 -43%
NA
270
Nottingham Advisors
New York
$11M -$8.28M -106,240 -43%
PHAM
271
Palisades Hudson Asset Management
Florida
$10.9M -$1.65M -21,401 -13%
CPO
272
Cerity Partners OCIO
New York
$10.8M -$1.88M -24,382 -15%
OC
273
Oppenheimer & Co
New York
$10.7M +$1.04M +13,442 +11%
SBSB
274
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.7M -$139K -1,807 -1%
EGWAG
275
Elwood & Goetz Wealth Advisory Group
Georgia
$10.7M +$1.1M +14,197 +11%
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