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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 %
TFF
651
The Family Firm
Maryland
$1.91M -$61.2K -793 -3%
BIM
652
Baldwin Investment Management
Pennsylvania
$1.91M -$23.2K -300 -1%
PCG
653
Private Capital Group
Connecticut
$1.9M +$56.5K +732 +3%
HWA
654
Heritage Way Advisors
Illinois
$1.9M +$130K +1,685 +7%
NEAM
655
New England Asset Management
Connecticut
$1.89M -$1.97M -25,526 -51%
WA
656
Winfield Associates
Ohio
$1.87M +$6.56K +85 +0.4%
PIM
657
Penobscot Investment Management
Massachusetts
$1.87M +$261K +3,380 +16%
SEIA
658
Signature Estate & Investment Advisors
California
$1.87M +$136K +1,757 +8%
SIM
659
Stratos Investment Management
Ohio
$1.85M +$1.85M +24,005 New
MWM
660
MinichMacGregor Wealth Management
New York
$1.85M -$5.6M -71,761 -75%
SCA
661
Stillwater Capital Advisors
Pennsylvania
$1.84M -$106K -1,371 -5%
DWA
662
Dougherty Wealth Advisers
Minnesota
$1.84M – – –
CSIC
663
Clifford Swan Investment Counsel
California
$1.83M +$133K +1,730 +8%
NC
664
NewSquare Capital
Pennsylvania
$1.83M +$63.7K +825 +4%
9WM
665
9258 Wealth Management
Ohio
$1.83M +$86.6K +1,122 +5%
CA
666
Cambridge Advisors
Nebraska
$1.82M – – –
Invesco
667
Invesco
Georgia
$1.82M +$60.6K +785 +3%
TIM
668
Total Investment Management
Arizona
$1.8M +$1.8M +23,425 New
AW
669
ACG Wealth
Georgia
$1.79M +$207K +2,683 +13%
PIMG
670
Patriot Investment Management Group
Tennessee
$1.78M +$1.78M +23,096 New
PIA
671
Piedmont Investment Advisors
North Carolina
$1.76M +$1.32M +17,152 +301%
KWM
672
Kingsview Wealth Management
Oregon
$1.76M +$467K +6,048 +36%
RIA
673
Realta Investment Advisors
Delaware
$1.74M +$1.74M +22,588 New
ACM
674
Alpha Capital Management
Texas
$1.74M -$126K -1,634 -7%
ACM
675
AUA Capital Management
Pennsylvania
$1.73M – – –
25 26
27
28 29