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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 %
RFN
351
RDA Financial Network
Iowa
$7.12M +$7.12M +89,646 New
TCM
352
Traynor Capital Management
Pennsylvania
$7.1M +$190K +2,459 +3%
HI
353
Human Investing
Oregon
$7.04M +$837K +10,850 +13%
BOPW
354
Brandywine Oak Private Wealth
Pennsylvania
$7M +$972K +12,599 +16%
BL
355
BFSG LLC
California
$6.98M +$41.2K +534 +0.6%
BOH
356
Bank of Hawaii
Hawaii
$6.96M -$356K -4,612 -5%
Rafferty Asset Management
357
Rafferty Asset Management
New York
$6.94M +$733K +9,500 +12%
LFAS
358
Level Four Advisory Services
Texas
$6.78M -$843K -10,931 -11%
LPT
359
Legacy Private Trust
Wisconsin
$6.76M -$913K -11,837 -12%
BFM
360
Boston Financial Management
Massachusetts
$6.73M -$231K -2,996 -3%
APA
361
American Portfolios Advisors
New York
$6.71M +$671K +8,701 +11%
NAM
362
NTV Asset Management
West Virginia
$6.7M +$36.6K +475 +0.5%
DCM
363
DeGreen Capital Management
Arizona
$6.68M -$663K -8,599 -9%
LRIA
364
Leonard Rickey Investment Advisors
Washington
$6.58M +$335K +4,347 +5%
EWA
365
EP Wealth Advisors
California
$6.57M -$866K -11,219 -12%
FNT
366
First National Trust
Pennsylvania
$6.54M -$224K -2,903 -3%
CIR
367
Clear Investment Research
Georgia
$6.53M -$238K -3,081 -4%
SFG
368
Sage Financial Group
Pennsylvania
$6.53M +$1.62M +21,023 +33%
BWM
369
BT Wealth Management
Georgia
$6.52M -$939K -12,165 -13%
NFG
370
Nations Financial Group
Iowa
$6.26M +$384K +4,977 +7%
TSS
371
Two Sigma Securities
New York
$6.25M +$6.25M +80,995 New
BCM
372
Brookstone Capital Management
Illinois
$6.19M -$618K -8,014 -9%
CA
373
Clearstead Advisors
Ohio
$6.18M +$211K +2,735 +4%
IWM
374
IHT Wealth Management
Illinois
$6.16M -$321K -4,157 -5%
JWBC
375
J.W. Burns & Co
New York
$6.14M +$10.5K +136 +0.2%
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