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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 %
VCA
976
Verdence Capital Advisors
Maryland
$501K +$99.7K +1,292 +25%
WPP
977
Whalerock Point Partners
Rhode Island
$500K +$3.24K +42 +0.7%
CHC
978
City Holding Co
West Virginia
$500K +$135K +1,751 +37%
BI
979
Bredin Investment
Delaware
$497K – – –
AF
980
Alerus Financial
North Dakota
$494K – – –
MG
981
McCutchen Group
Washington
$494K +$494K +6,406 New
SBIA
982
Sheaff Brock Investment Advisors
Indiana
$488K +$19.3K +250 +4%
CG
983
Cutler Group
California
$488K +$146K +1,900 +43%
RWP
984
RWA Wealth Partners
Massachusetts
$487K -$48.6K -629 -9%
DDC
985
DF Dent & Co
Maryland
$486K -$231K -3,000 -32%
MPM
986
Meritage Portfolio Management
Kansas
$485K +$4.94K +64 +1%
ZB
987
Zions Bancorporation
Utah
$483K +$483K +6,261 New
FPCP
988
Fort Point Capital Partners
California
$477K -$202K -2,620 -30%
CHA
989
Carmichael Hill & Associates
Maryland
$475K -$58.2K -755 -11%
SSWM
990
Smith Salley Wealth Management
North Carolina
$472K -$122K -1,577 -20%
AFP
991
Ausdal Financial Partners
Iowa
$471K -$27.5K -356 -6%
FA
992
Financial Advisors
Massachusetts
$467K -$4.02K -52 -0.9%
SQA
993
Simon Quick Advisors
New Jersey
$466K -$1.19M -15,403 -72%
RC
994
RegentAtlantic Capital
New Jersey
$466K +$29.9K +388 +7%
S
995
SignatureFD
Georgia
$464K -$173K -2,238 -27%
TRSOTSOK
996
Teachers Retirement System of the State of Kentucky
Kentucky
$463K – – –
SC
997
Scholtz & Company
Connecticut
$463K +$77K +997 +20%
NGA
998
Naples Global Advisors
Florida
$461K +$10K +130 +2%
IIA
999
IPG Investment Advisors
California
$458K +$386 +5 +0.1%
EWF
1000
Epstein & White Financial
California
$457K -$233K -3,016 -34%
38 39
40
41 42