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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 %
Brown Advisory
326
Brown Advisory
Maryland
$7.78M +$1.78M +23,019 +30%
AF
327
Arrow Financial
New York
$7.78M +$60.7K +787 +0.8%
SDAM
328
Shulman DeMeo Asset Management
New York
$7.73M +$7.73M +100,237 New
B
329
Bailard
California
$7.73M +$111K +1,436 +1%
HA
330
Homestead Advisers
Virginia
$7.72M – – –
HSBC Holdings
331
HSBC Holdings
United Kingdom
$7.7M +$5.7M +73,872 +285%
MC
332
Middleton & Co
Massachusetts
$7.66M +$191K +2,476 +3%
A
333
AdvicePeriod
California
$7.6M +$2M +25,907 +36%
Luther King Capital Management (LKCM)
334
Luther King Capital Management (LKCM)
Texas
$7.59M -$8.19M – –
ST
335
Smithfield Trust
Pennsylvania
$7.57M +$399K +5,169 +6%
JFGIW
336
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.53M +$547K +7,088 +8%
TWM
337
Torch Wealth Management
Ohio
$7.52M -$37.9K -491 -0.5%
IF
338
Ironwood Financial
Arizona
$7.51M +$124K +1,601 +2%
GRP
339
Global Retirement Partners
California
$7.5M -$1.65M -21,375 -18%
LFS
340
Legacy Financial Strategies
Kansas
$7.41M -$671K -8,697 -8%
AWM
341
Avondale Wealth Management
Texas
$7.39M +$84.6K +1,097 +1%
Retirement Systems of Alabama
342
Retirement Systems of Alabama
Alabama
$7.38M – – –
FNBT
343
FineMark National Bank & Trust
Florida
$7.34M -$114K -1,474 -2%
SAMC
344
Spectrum Asset Management (California)
California
$7.33M +$214K +2,771 +3%
TIM
345
Tortoise Investment Management
New York
$7.29M +$216K +2,804 +3%
CFD
346
Creative Financial Designs
Indiana
$7.24M -$2.87M -37,198 -28%
MWM
347
Marietta Wealth Management
Georgia
$7.24M +$507K +6,573 +8%
GIA
348
GHP Investment Advisors
Colorado
$7.24M +$33.9K +440 +0.5%
HCP
349
Holt Capital Partners
Texas
$7.17M +$74.8K +970 +1%
AWM
350
Affinity Wealth Management
Delaware
$7.12M +$1.12M +14,496 +19%
12 13
14
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