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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 %
WB
951
WesBanco Bank
West Virginia
$549K +$8.81K +114 +2%
GMA
952
Goldstein Munger & Associates
California
$548K – – –
SCM
953
Sterling Capital Management
North Carolina
$544K -$243K -3,149 -31%
CG
954
Corundum Group
Colorado
$539K -$8.95K -116 -2%
MC
955
Moors & Cabot
Massachusetts
$536K +$29.3K +380 +6%
PAM
956
Peak Asset Management
Colorado
$534K +$19.3K +250 +4%
KIA
957
KCM Investment Advisors
California
$532K -$16.5K -214 -3%
PCM
958
Perritt Capital Management
Illinois
$529K – – –
SWM
959
Stockman Wealth Management
Montana
$529K – – –
IC
960
Intersect Capital
California
$529K +$292K +3,781 +123%
CA
961
Claro Advisors
Massachusetts
$527K +$105K +1,367 +25%
PCA
962
Personal Capital Advisors
California
$525K -$11.3K -147 -2%
LCC
963
Lincoln Capital Corp
Rhode Island
$525K – – –
ST
964
Sageworth Trust
Pennsylvania
$524K +$34.6K +449 +7%
BFA
965
Bragg Financial Advisors
North Carolina
$523K – – –
CFSG
966
Community Financial Services Group
Vermont
$521K +$33.7K +437 +7%
BIA
967
Biondo Investment Advisors
Pennsylvania
$519K +$47.1K +610 +10%
OFG
968
OmniStar Financial Group
North Carolina
$518K -$13.4K -174 -3%
HCM
969
Harvest Capital Management
New Hampshire
$516K -$9.64K -125 -2%
SHA
970
Seneca House Advisors
Virginia
$516K +$39.9K +517 +8%
KFP
971
KMG Fiduciary Partners
Ohio
$514K +$104K +1,342 +25%
TCM
972
Tufton Capital Management
Maryland
$513K -$2.54K -33 -0.5%
MWM
973
Modera Wealth Management
New Jersey
$511K -$18K -233 -3%
KPCM
974
Kings Point Capital Management
New York
$508K +$321K +4,167 +172%
OAM
975
Oak Asset Management
California
$503K +$163K +2,115 +48%
37 38
39
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