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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 %
GC
801
Gilbert & Cook
Iowa
$1.09M +$8.25K +107 +0.8%
CAM
802
Concorde Asset Management
Michigan
$1.08M -$69K -894 -6%
VAS
803
Vestmark Advisory Solutions
Massachusetts
$1.07M +$1.07M +13,832 New
ECM
804
Evergreen Capital Management
Washington
$1.06M – – –
LIC
805
Lodestar Investment Counsel
Illinois
$1.06M – – –
LW
806
Linscomb Wealth
Texas
$1.06M -$672K -8,713 -39%
BOS
807
Bingham Osborn & Scarborough
California
$1.05M +$103K +1,330 +11%
GWMIA
808
Global Wealth Management Investment Advisory
Florida
$1.04M +$477K +6,187 +84%
MFW
809
Mosaic Family Wealth
Missouri
$1.04M -$119K -1,541 -10%
BA
810
Bristlecone Advisors
Washington
$1.04M +$76.8K +995 +8%
HPC
811
HM Payson & Co
Maine
$1.04M +$1.04M +13,426 New
FMBTD
812
First Midwest Bank Trust Division
Illinois
$1.03M -$546K -7,078 -35%
DCM
813
Donaldson Capital Management
Indiana
$1.03M -$65.5K -848 -6%
AL
814
Aspiriant LLC
California
$1.03M -$142K -1,841 -12%
ACP
815
Aviance Capital Partners
Florida
$1.03M +$444K +5,755 +75%
ACM
816
Aviance Capital Management
Florida
$1.03M +$223K +2,895 +28%
MOACM
817
Mutual of America Capital Management
New York
$1.02M +$345K +4,476 +51%
TW
818
TrinityPoint Wealth
Connecticut
$1.02M -$35.6K -462 -3%
CIAS
819
Capital Investment Advisory Services
North Carolina
$1.02M +$6.79K +88 +0.7%
FMW
820
Farr Miller & Washington
District of Columbia
$1.01M -$36.6K -475 -3%
EIA
821
Eldridge Investment Advisors
New Hampshire
$1.01M +$162K +2,102 +19%
MCM
822
MV Capital Management
Maryland
$1M -$43.7K -567 -4%
EWM
823
Evercore Wealth Management
New York
$998K +$6.4K +83 +0.6%
TIA
824
Tiemann Investment Advisors
California
$977K +$54K +700 +6%
AWM
825
Avior Wealth Management
Nebraska
$970K +$19.5K +253 +2%
31 32
33
34 35