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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 %
VIM
676
Vista Investment Management
Pennsylvania
$1.73M -$34.9K -452 -2%
CCM
677
Coldstream Capital Management
Washington
$1.73M -$181K -2,345 -9%
Lido Advisors
678
Lido Advisors
California
$1.73M +$177K +2,298 +11%
LWM
679
Lyell Wealth Management
California
$1.72M +$134K +1,735 +8%
ACP
680
Arcus Capital Partners
Georgia
$1.71M -$425K -5,513 -20%
PPP
681
Private Portfolio Partners
New Jersey
$1.71M -$180K -2,329 -10%
LFG
682
LifePlan Financial Group
Ohio
$1.7M +$1.32M +17,089 +346%
DBRC
683
D.B. Root & Company
Pennsylvania
$1.7M +$8.41K +109 +0.5%
TCOT
684
Trust Company of Toledo
Ohio
$1.69M -$116K -1,502 -6%
WWM
685
Windsor Wealth Management
Indiana
$1.69M +$605K +7,848 +56%
BFEC
686
Benjamin F. Edwards & Company
Missouri
$1.68M +$207K +2,680 +14%
OFG
687
Omega Financial Group
California
$1.68M +$428K +5,549 +34%
JCM
688
Janney Capital Management
Pennsylvania
$1.68M +$62.9K +816 +4%
FC
689
Ferris Capital
Massachusetts
$1.68M +$240K +3,109 +17%
BCM
690
Brasada Capital Management
Texas
$1.67M -$135K -1,743 -7%
PAS
691
Partnervest Advisory Services
California
$1.66M -$1.24M -16,021 -43%
PL
692
Parthenon LLC
Kentucky
$1.65M +$34.7K +450 +2%
BAM
693
Baldrige Asset Management
Pennsylvania
$1.65M +$1.65M +21,382 New
1NWS
694
1 North Wealth Services
Maryland
$1.64M -$559K -7,249 -25%
TFCP
695
Twin Focus Capital Partners
Massachusetts
$1.64M -$102K -1,323 -6%
SWM
696
SVA Wealth Management
Wisconsin
$1.63M -$13.6K -176 -0.8%
SMFS
697
Squar Milner Financial Services
California
$1.63M +$175K +2,264 +12%
JSL
698
JT Stratford LLC
Georgia
$1.63M +$60.1K +779 +4%
H
699
HoyleCohen
California
$1.61M +$161K +2,084 +11%
AEPG
700
American Economic Planning Group
New Jersey
$1.61M +$328K +4,250 +26%
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