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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 %
QCM
626
Quest Capital Management
Texas
$2.12M +$353K +4,575 +20%
SXL
627
Summit X LLC
Missouri
$2.11M +$172K +2,242 +9%
MAS
628
Managed Account Services
Florida
$2.11M -$43.7K -550 -2%
BWAM
629
Boyd Watterson Asset Management
Ohio
$2.08M +$268K +3,475 +15%
GH
630
GAM Holding
Switzerland
$2.08M +$2.08M +27,000 New
WC
631
Weil Company
California
$2.06M -$1.46M -18,868 -41%
GA
632
GFS Advisors
Texas
$2.06M -$289K -3,740 -12%
MWM
633
MorganRosel Wealth Management
Colorado
$2.06M -$14.1K -183 -0.7%
RBC
634
Roble Belko & Company
Pennsylvania
$2.06M +$393K +5,098 +24%
HB
635
Homrich & Berg
Georgia
$2.04M +$883K +11,450 +76%
LDFR
636
Lehman & Derafelo Financial Resources
Pennsylvania
$2.04M -$33.2K -430 -2%
Mercer Global Advisors
637
Mercer Global Advisors
Colorado
$2.03M +$2.03M +26,342 New
PWM
638
Perigon Wealth Management
California
$2.02M -$31.5K -398 -2%
VCM
639
Vivaldi Capital Management
Illinois
$2.02M +$1.32M +17,074 +187%
WAM
640
Wakefield Asset Management
Colorado
$2.02M +$127K +1,652 +7%
CBFP
641
Cedar Brook Financial Partners
Ohio
$2.01M -$11.9K -154 -0.6%
WS
642
Wedbush Securities
California
$2.01M -$135K -1,750 -6%
SWA
643
Sutton Wealth Advisors
Florida
$2M +$29.2K +379 +1%
TFS
644
Thoroughbred Financial Services
Tennessee
$1.99M +$1.99M +25,840 New
RTS
645
Round Table Services
New Jersey
$1.99M -$736K -9,540 -27%
PP
646
PrairieView Partners
Minnesota
$1.97M -$1.47K -19 -0.1%
CCT
647
Country Club Trust
Missouri
$1.95M +$32.1K +416 +2%
FWP
648
FAS Wealth Partners
Kansas
$1.95M +$21.3K +276 +1%
CCMG
649
Clark Capital Management Group
Pennsylvania
$1.94M -$55.6K -721 -3%
MCM
650
Manchester Capital Management
Vermont
$1.94M +$1.78M +23,022 +1,099%
24 25
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