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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 %
BFA
776
Beaumont Financial Advisors
Massachusetts
$1.21M +$526K +6,819 +77%
SG
777
StoneX Group
New York
$1.21M +$412K +5,339 +52%
DY
778
Dowling & Yahnke
California
$1.21M +$260K +3,364 +27%
BIA
779
Bigelow Investment Advisors
Maine
$1.18M +$157K +2,033 +15%
GPA
780
Garrison Point Advisors
California
$1.18M +$37.1K +481 +3%
GPWA
781
Great Point Wealth Advisors
Massachusetts
$1.17M +$155K +2,012 +15%
SAS
782
Stelac Advisory Services
New York
$1.17M – – –
1IA
783
1834 Investment Advisors
Wisconsin
$1.17M +$6.71K +87 +0.6%
AFG
784
Arkansas Financial Group
Arkansas
$1.17M -$21.5K -279 -2%
PWS
785
Paragon Wealth Strategies
Florida
$1.16M -$15.5M -200,415 -93%
BIM
786
Bridgecreek Investment Management
Oklahoma
$1.14M – – –
PAM
787
Premier Asset Management
Illinois
$1.14M -$376K -4,868 -25%
BHBT
788
Burke & Herbert Bank & Trust
Virginia
$1.13M +$13K +169 +1%
WJA
789
Williams Jones & Associates
New York
$1.13M -$128K -1,653 -10%
BAC
790
Boys Arnold & Co
North Carolina
$1.12M +$37.4K +485 +3%
AIC
791
Archer Investment Corporation
Indiana
$1.11M -$88.6K -1,148 -7%
CAL
792
Capital Advisors Ltd
Ohio
$1.11M +$10.3K +134 +0.9%
BRWM
793
B. Riley Wealth Management
Tennessee
$1.11M +$53.5K +693 +5%
WPW
794
Winthrop Partners - WNY
New York
$1.1M +$846K +10,833 +330%
OLA
795
Oliver Luxxe Assets
New Jersey
$1.1M -$7.33K -95 -0.7%
CWS
796
Cypress Wealth Services
California
$1.1M +$332K +4,304 +43%
PTB
797
Pioneer Trust Bank
Oregon
$1.1M +$129K +1,670 +13%
PFA
798
Pinnacle Family Advisors
Missouri
$1.09M -$1.55M -20,152 -59%
AWM
799
Alterna Wealth Management
Texas
$1.09M +$93.9K +1,217 +9%
CAM
800
Congress Asset Management
Massachusetts
$1.09M -$1.29M -16,754 -54%
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