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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
$832M
4
S
Schroders
United Kingdom
$186M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$162M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$83M
2
State Street
State Street
Massachusetts
$94.6M
3
HNB
Huntington National Bank
Ohio
$152M
4
Wells Fargo
Wells Fargo
California
$1.75B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
STMM
26
South Texas Money Management
Texas
$209M -$2.62M -33,902 -1%
CAM
27
Cresset Asset Management
Illinois
$204M +$37M +479,270 +22%
S
28
Schroders
United Kingdom
$186M +$186M +2,409,585 New
NMIMC
29
Northwestern Mutual Investment Management Company
Wisconsin
$176M -$10M -129,600 -5%
AA
30
Alesco Advisors
New York
$169M -$3.49M -45,213 -2%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$162M +$125M +1,106,204 +341%
HTC
32
Haverford Trust Company
Pennsylvania
$157M +$6.15M +79,748 +4%
HNB
33
Huntington National Bank
Ohio
$152M -$137M – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$148M +$8.58M +111,147 +6%
USAA
35
United Services Automobile Association
Texas
$143M +$7.83M +101,539 +6%
SB
36
Suntrust Banks
Georgia
$139M +$5.95M +77,185 +4%
Truist Financial
37
Truist Financial
North Carolina
$112M +$16M +207,253 +17%
AG
38
Advisor Group
Arizona
$103M -$1.77M -22,869 -2%
State Street
39
State Street
Massachusetts
$94.6M -$144M -1,866,708 -60%
Comerica Bank
40
Comerica Bank
Texas
$92.2M +$3.71M +46,699 +4%
RIG
41
RiverFront Investment Group
Virginia
$88.5M +$80.1M +1,037,987 +946%
PFG
42
Pacific Financial Group
Washington
$86.5M -$2.32M -30,107 -3%
BIM
43
Bridges Investment Management
Nebraska
$86.1M +$6.81M +88,304 +9%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$83M -$171M -2,215,477 -67%
COPPSERS
45
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$80.3M -$1.08M -14,004 -1%
Stifel Financial
46
Stifel Financial
Missouri
$79.3M -$1.01M -13,129 -1%
UB
47
UMB Bank
Missouri
$78.7M +$4.95M +64,151 +7%
HighTower Advisors
48
HighTower Advisors
Illinois
$77.1M +$8.78M +113,954 +13%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$76.2M -$10.2M -131,755 -12%
TAIM
50
TD Ameritrade Investment Management
Nebraska
$75.6M -$2.79M -36,193 -4%
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