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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 %
RPGK
701
Retirement Planning Group (Kansas)
Kansas
$1.6M -$122K -1,578 -7%
JF
702
JSF Financial
California
$1.6M -$1.22M -15,862 -43%
NCM
703
Novare Capital Management
North Carolina
$1.58M -$67.5K -875 -4%
BO
704
Bank OZK
Arkansas
$1.57M +$13.1K +170 +0.8%
FPTW
705
Franklin, Parlapiano, Turner & Welch
Texas
$1.56M – – –
OWA
706
Outlook Wealth Advisors
Texas
$1.56M +$915K +11,865 +142%
CT
707
Cambridge Trust
Massachusetts
$1.56M -$72.3K -937 -4%
WA
708
Wilshire Advisors
California
$1.55M -$114K -1,480 -7%
TCM
709
Twin Capital Management
Pennsylvania
$1.55M -$114K -1,480 -7%
TI
710
Truepoint Inc
Ohio
$1.54M +$256K +3,315 +20%
GIA
711
Gladstone Institutional Advisory
Florida
$1.53M +$277K +3,588 +22%
ACP
712
Aveo Capital Partners
Colorado
$1.53M +$19.5K +253 +1%
PWA
713
Peterson Wealth Advisors
Utah
$1.53M -$371K -4,660 -20%
FFW
714
Fusion Family Wealth
New York
$1.52M -$988K -12,807 -39%
ODCM
715
Old Dominion Capital Management
Virginia
$1.52M – – –
1WA
716
180 Wealth Advisors
Washington
$1.5M -$138K -1,725 -8%
PWPS
717
Pinnacle Wealth Planning Services
Ohio
$1.5M -$33.3K -432 -2%
PB
718
Pinnacle Bancorp
Nebraska
$1.49M +$24.6K +319 +2%
SFA
719
Sequoia Financial Advisors
Ohio
$1.49M +$123K +1,601 +9%
HS
720
Horan Securities
United States
$1.49M +$1.26M +16,275 +537%
TC
721
Trust Company
Kansas
$1.48M -$360K -4,663 -20%
CL
722
Choreo LLC
Illinois
$1.48M +$231 +3 +0%
FCA
723
FinTrust Capital Advisors
South Carolina
$1.48M -$475K -6,154 -24%
PFA
724
Pathway Financial Advisors
Vermont
$1.48M +$770K +9,981 +109%
LFA
725
Legacy Financial Advisors
Kentucky
$1.47M +$415K +5,381 +40%
27 28
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