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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 %
RCA
901
Rowland Carmichael Advisors
Arizona
$679K -$106K -1,376 -14%
NP
902
NorthRock Partners
Minnesota
$675K -$32.2K -417 -5%
BW
903
Bison Wealth
Georgia
$675K +$51K +660 +8%
HFS
904
Haverford Financial Services
Pennsylvania
$668K – – –
TA
905
Trellis Advisors
Washington
$660K – – –
RWA
906
River Wealth Advisors
Pennsylvania
$659K +$69.1K +896 +12%
BCM
907
Brookmont Capital Management
Texas
$655K -$232 -3 -0%
CCB
908
Cutter & Co Brokerage
Missouri
$652K – – –
TD Asset Management
909
TD Asset Management
Ontario, Canada
$651K +$35.4K +459 +6%
DBT
910
Dubuque Bank & Trust
Iowa
$647K -$1.22M -15,837 -65%
EAM
911
Evanson Asset Management
California
$646K +$116K +1,508 +22%
EF
912
Empirical Finance
Pennsylvania
$642K -$309 -4 -0%
KLCM
913
KG&L Capital Management
Louisiana
$642K +$16.1K +208 +3%
BFM
914
Broadview Financial Management
Wisconsin
$641K +$84.8K +1,099 +15%
AP
915
Arlington Partners
Alabama
$641K +$641K +8,308 New
GFPC
916
Global Financial Private Capital
Florida
$636K -$36.5M -472,277 -98%
GTAM
917
Global Trust Asset Management
Florida
$616K -$420K -5,429 -41%
MIM
918
Macroview Investment Management
Maryland
$615K -$147K -1,907 -19%
SCG
919
Sonata Capital Group
Washington
$613K – – –
BCWM
920
Bartlett & Co Wealth Management
Ohio
$608K – – –
BC
921
Bartlett & Co
Ohio
$608K – – –
MMHP
922
Murphy Middleton Hinkle & Parker
Georgia
$608K – – –
SSW
923
Smith Shellnut Wilson
Mississippi
$608K +$608K +7,884 New
AIG
924
American International Group
New York
$604K -$1.85M -24,000 -75%
SFG
925
StrategIQ Financial Group
Indiana
$604K -$24.2K -313 -4%
35 36
37
38 39