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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 %
HPWM
451
Highland Private Wealth Management
Washington
$4.42M +$33.9K +440 +0.8%
EA
452
Elm Advisors
California
$4.41M +$140K +1,810 +3%
SHCM
453
Stokes & Hubbell Capital Management
Louisiana
$4.4M +$87.3K +1,131 +2%
FAIM
454
Financial Advocates Investment Management
Washington
$4.4M -$1.39M -17,996 -24%
RWMH
455
Riverpoint Wealth Management Holdings
Illinois
$4.39M -$698K -9,046 -14%
BWFA
456
Baltimore-Washington Financial Advisors
Maryland
$4.39M +$42.9K +556 +1%
AC
457
Abbrea Capital
California
$4.39M +$282K +3,651 +7%
PI
458
PineBridge Investments
New York
$4.39M – – –
PFM
459
Phillips Financial Management
Indiana
$4.35M +$1.43M +18,271 +49%
MJRIC
460
Mogy Joel R Investment Counsel
California
$4.33M +$361K +4,683 +9%
BDF
461
Black Diamond Financial
Maryland
$4.28M +$1.58M +20,481 +59%
BWA
462
BlueSky Wealth Advisors
North Carolina
$4.27M +$34.5K +440 +0.8%
NAM
463
North American Management
Massachusetts
$4.26M -$165K -2,143 -4%
EIP
464
Ellis Investment Partners
Pennsylvania
$4.18M -$273K -3,498 -6%
CWG
465
Cornerstone Wealth Group
North Carolina
$4.14M +$4.14M +53,641 New
DC
466
Davenport & Co
Virginia
$4.09M +$174K +2,252 +4%
TL
467
TrueWealth LLC
Georgia
$4.09M -$165K -2,135 -4%
HR
468
Howe & Rusling
New York
$4.07M +$420K +5,442 +12%
FWCM
469
Ferguson Wellman Capital Management
Oregon
$4.05M -$3.47K -45 -0.1%
HCM
470
Hollencrest Capital Management
California
$4.03M -$2.66M -34,467 -40%
PEA
471
Pacific Edge Advisors
California
$4.03M -$241K -3,125 -6%
CT
472
Coastline Trust
Rhode Island
$4.02M +$849 +11 +0%
ONB
473
Old National Bancorp
Indiana
$3.99M -$59.1K -766 -1%
Franklin Resources
474
Franklin Resources
California
$3.99M +$255K +3,300 +7%
RIG
475
Roosevelt Investment Group
New York
$3.99M +$2.16M +27,941 +118%
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