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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 %
SFWA
426
Summit Financial Wealth Advisors
Louisiana
$4.81M +$272K +3,481 +6%
SIA
427
Starfire Investment Advisers
Michigan
$4.81M +$28.8K +373 +0.6%
ABC
428
Associated Banc-Corp
Wisconsin
$4.8M -$484K -6,274 -9%
RCM
429
Requisite Capital Management
Texas
$4.79M -$13.9K -180 -0.3%
VIP
430
Vantage Investment Partners
Missouri
$4.79M – – –
BRM
431
Boston Research & Management
Massachusetts
$4.79M +$105K +1,360 +2%
AA
432
Ancora Advisors
Ohio
$4.76M -$1.74M -22,615 -27%
MAS
433
Madden Advisory Services
Florida
$4.74M +$164K +2,127 +4%
F
434
F3Logic
Minnesota
$4.72M -$483K -6,275 -9%
WP
435
WealthSource Partners
California
$4.72M +$746K +9,669 +19%
CPIG
436
Chicago Partners Investment Group
Illinois
$4.64M -$727K -9,201 -14%
NEGWA
437
New England Guild Wealth Advisors
Connecticut
$4.64M +$110K +1,423 +2%
WPW
438
Waldron Private Wealth
Pennsylvania
$4.63M -$120K -1,558 -3%
NSLI
439
Nan Shan Life Insurance
Taiwan
$4.63M +$4.63M +60,000 New
JIP
440
Jaffetilchin Investment Partners
Florida
$4.61M +$351K +4,547 +8%
AWM
441
AE Wealth Management
Kansas
$4.6M -$928K -12,032 -17%
WA
442
WBH Advisory
Maryland
$4.58M +$585K +7,589 +15%
WAG
443
Winthrop Advisory Group
Massachusetts
$4.56M +$204K +2,626 +5%
MFM
444
Mirsky Financial Management
New York
$4.54M +$2.93K +38 +0.1%
MNBTD
445
Moody National Bank Trust Division
Texas
$4.52M – – –
HMC
446
Harvard Management Company
Massachusetts
$4.51M -$3.09K -40 -0.1%
MWC
447
MKD Wealth Coaches
Michigan
$4.5M -$2.52M -32,702 -36%
PC
448
Premise Capital
Illinois
$4.48M +$1.18M +15,296 +36%
BPA
449
Beacon Pointe Advisors
California
$4.46M +$519K +6,725 +13%
NCM
450
Next Capital Management
New York
$4.43M +$718K +9,302 +19%
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