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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 %
MBT
401
Monroe Bank & Trust
Michigan
$5.38M +$5.38M +69,666 New
TF
402
TimeScale Financial
Massachusetts
$5.32M +$961K +12,461 +22%
ONST
403
Old North State Trust
North Carolina
$5.31M +$4.84M +62,800 +1,046%
RWA
404
Redhawk Wealth Advisors
Minnesota
$5.3M +$43.7K +566 +0.8%
SS
405
Simplicity Solutions
Minnesota
$5.3M -$777K -10,070 -13%
WWM
406
Western Wealth Management
Colorado
$5.24M -$435K -5,635 -8%
PJSIMP
407
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.21M -$109K -1,410 -2%
CSM
408
CAMG Solamere Management
North Carolina
$5.19M +$267K +3,466 +5%
SHIM
409
Stone House Investment Management
Pennsylvania
$5.18M +$198K +2,571 +4%
MBT
410
Montecito Bank & Trust
California
$5.14M -$27.5K -357 -0.5%
EIG
411
Ellenbecker Investment Group
Wisconsin
$5.11M +$2.88M +37,285 +129%
BFO
412
Biltmore Family Office
North Carolina
$5.08M +$171K +2,221 +3%
CG
413
Cynosure Group
Utah
$5.07M – – –
FHA
414
Flagship Harbor Advisors
Massachusetts
$5.02M -$377K -4,888 -7%
QCG
415
Quadrant Capital Group
Ohio
$5.01M -$319K -4,154 -6%
BCMO
416
Buckingham Capital Management (Ohio)
Ohio
$4.99M +$547K +7,085 +12%
EPM
417
Elm Partners Management
Pennsylvania
$4.93M +$1.51M +19,583 +44%
WCM
418
Windsor Capital Management
Arizona
$4.92M -$28.2K -366 -0.6%
MCG
419
MACRO Consulting Group
New Jersey
$4.92M +$180K +2,327 +4%
PBO
420
Peoples Bank (Ohio)
Ohio
$4.91M -$219K -2,835 -4%
Millennium Management
421
Millennium Management
New York
$4.9M +$1.11M +14,355 +29%
MAP
422
Milestone Advisory Partners
North Carolina
$4.89M +$337K +4,371 +7%
LIA
423
LBMC Investment Advisors
Tennessee
$4.87M +$233K +3,021 +5%
CC
424
Courier Capital
New York
$4.83M – – –
LWANC
425
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.83M +$180K +2,329 +4%
15 16
17
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