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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 %
GFP
876
Gryphon Financial Partners
Ohio
$737K -$877K -11,363 -54%
OBGC
877
O'Brien Greene & Co
Pennsylvania
$737K +$75.2K +975 +11%
Neuberger Berman Group
878
Neuberger Berman Group
New York
$736K +$48.5K +629 +7%
MA
879
Mutual Advisors
Nebraska
$735K -$313K -4,065 -30%
UTC
880
Unified Trust Company
Kentucky
$735K -$96.5K -1,252 -12%
TFGT
881
TS Financial Group (TSFG)
Illinois
$735K +$735K +9,521 New
Mackenzie Financial
882
Mackenzie Financial
Ontario, Canada
$732K +$732K +9,483 New
KPAG
883
KLS Professional Advisors Group
New York
$725K – – –
ODIJL
884
One Day In July LLC
Vermont
$725K – – –
RWA
885
Ropes Wealth Advisors
Massachusetts
$722K +$18.4K +239 +3%
MHS
886
M Holdings Securities
Oregon
$722K +$84.6K +1,097 +13%
PP
887
Palladium Partners
Virginia
$721K -$83.7K -1,085 -10%
JFG
888
JMG Financial Group
Illinois
$718K -$7.72K -100 -1%
SCM
889
SOL Capital Management
Maryland
$718K +$15.8K +205 +2%
SNT
890
Security National Trust
West Virginia
$717K +$103K +1,335 +17%
NSIM
891
North Star Investment Management
Illinois
$714K +$77 +1 +0%
HCMT
892
Highland Capital Management (Tennessee)
Tennessee
$714K +$3.86K +50 +0.5%
DI
893
DFPG Investments
Utah
$710K +$73.5K +934 +12%
PCA
894
Providence Capital Advisors
North Carolina
$709K -$46.9K -608 -6%
AllianceBernstein
895
AllianceBernstein
Tennessee
$701K +$163K +2,115 +30%
WPA
896
West Paces Advisors
Georgia
$699K +$2.78K +36 +0.4%
TI
897
Tidal Investments
Wisconsin
$690K +$1.77K +23 +0.3%
OC
898
Oakworth Capital
Alabama
$684K -$3.09K -40 -0.4%
G
899
Gainplan
Michigan
$683K -$37.3K -483 -5%
PD
900
Planning Directions
Pennsylvania
$681K +$165K +2,137 +32%
34 35
36
37 38