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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
$832M
4
S
Schroders
United Kingdom
$186M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$162M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$83M
2
State Street
State Street
Massachusetts
$94.6M
3
HNB
Huntington National Bank
Ohio
$152M
4
Wells Fargo
Wells Fargo
California
$1.75B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
76
Oppenheimer Asset Management
New York
$47.9M +$3.73M +48,380 +8%
SLT
77
St Louis Trust
Missouri
$45.5M +$613K +7,947 +1%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$45.4M +$3.08M +39,889 +7%
1832 Asset Management
79
1832 Asset Management
Ontario, Canada
$44.4M +$2.53M +32,700 +6%
FA
80
FDx Advisors
Illinois
$44.4M +$44.4M +575,513 New
AI
81
Atria Investments
North Carolina
$44.3M +$30.7M +398,526 +227%
GC
82
Grimes & Company
Massachusetts
$44.1M +$39.3M +509,819 +824%
AWA
83
Alaska Wealth Advisors
Alaska
$43.8M +$32.2M +416,813 +275%
WAM
84
Wealthspire Advisors (Maryland)
Maryland
$43.4M +$2.66M +34,469 +7%
SIC
85
Sigma Investment Counselors
Michigan
$42.7M +$1.07M +13,857 +3%
LWMT
86
Legacy Wealth Management (Tennessee)
Tennessee
$42.2M +$18.7M +242,760 +80%
BBA
87
BLB&B Advisors
Pennsylvania
$41.8M +$4.84M +62,790 +13%
Mariner
88
Mariner
Kansas
$41.8M -$5.81M -75,370 -12%
AI
89
Accredited Investors
Minnesota
$41.6M +$11.3M +146,863 +37%
UCFA
90
United Capital Financial Advisors
Texas
$41.1M +$1.44M +18,706 +4%
CIA
91
Choate Investment Advisors
Massachusetts
$40.8M -$11.3M -145,936 -22%
VFA
92
Valeo Financial Advisors
Indiana
$39.9M +$7.69M +99,698 +24%
BTS
93
BB&T Securities
Virginia
$39M +$13.2M +171,198 +51%
MIH
94
Madison Investment Holdings
Wisconsin
$38.3M -$512K -6,631 -1%
MIA
95
MainStreet Investment Advisors
Illinois
$37.9M +$3.25M +42,095 +9%
CAN
96
Cetera Advisor Networks
California
$37.8M +$4.07M +52,817 +12%
BIAS
97
Beacon Investment Advisory Services
New Jersey
$37.5M +$3.77M +48,801 +11%
VC
98
Vicus Capital
Pennsylvania
$37.5M -$305K -3,931 -0.8%
UBV
99
United Bank (Virginia)
Virginia
$37.1M +$4.55M +58,971 +14%
LSAG
100
Lake Street Advisors Group
New Hampshire
$37M +$613K +7,944 +2%
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4
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