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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 %
NF
476
Nikulski Financial
Iowa
$3.98M -$546K -7,072 -12%
BCM
477
Boltwood Capital Management
California
$3.96M -$251K -3,251 -6%
LA
478
Lynch & Associates
Indiana
$3.96M +$124K +1,608 +3%
CIM
479
CIM Investment Management
Pennsylvania
$3.95M -$774K -10,030 -16%
AIA
480
Arcadia Investment Advisors
Idaho
$3.93M +$93.3K +1,209 +2%
SBWM
481
Sunflower Bank Wealth Management
Arizona
$3.92M -$141K -1,832 -3%
GLLW
482
Graves Light Lenhart Wealth
Virginia
$3.87M -$93K -1,205 -2%
PFM
483
Peak Financial Management
Massachusetts
$3.86M +$652K +8,448 +20%
EPP
484
ETF Portfolio Partners
Kansas
$3.84M +$3.84M +49,737 New
BJL
485
Brighton Jones LLC
Washington
$3.8M +$2.67M +34,565 +236%
PWMAG
486
Pinnacle Wealth Management Advisory Group
New Jersey
$3.76M +$593K +7,685 +19%
MIC
487
Means Investment Company
Maine
$3.74M +$629K +8,148 +20%
LIM
488
Leavell Investment Management
Alabama
$3.73M +$53.6K +695 +1%
CFB
489
Cullen/Frost Bankers
Texas
$3.72M +$512K +6,639 +16%
CB
490
Commerce Bank
Missouri
$3.7M -$5.09K -66 -0.1%
PAG
491
Private Advisory Group
Washington
$3.69M – – –
RWG
492
Regal Wealth Group
California
$3.66M +$1.13M +14,702 +45%
PGFC
493
Peapack-Gladstone Financial Corp
New Jersey
$3.61M +$99.4K +1,289 +3%
TA
494
Tiedemann Advisors
New York
$3.57M -$68.7K -890 -2%
LDB
495
Lee, Danner & Bass
Tennessee
$3.53M -$55.5K -720 -2%
NFC
496
Northeast Financial Consultants
Connecticut
$3.52M +$825K +10,697 +31%
QAM
497
QCI Asset Management
New York
$3.52M -$82.4K -1,068 -2%
PCM
498
Parsons Capital Management
Rhode Island
$3.52M -$55.1K -714 -2%
SGK
499
Steigerwald Gordon & Koch
Virginia
$3.51M -$202K -2,616 -5%
PCM
500
Peak Capital Management
Colorado
$3.51M +$751K +9,727 +27%
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