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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 %
GC
1051
Gibson Capital
Pennsylvania
$387K – – –
BPC
1052
Banque Pictet & Cie
Switzerland
$386K -$296K -3,835 -43%
IC
1053
InterOcean Capital
Illinois
$382K +$382K +4,954 New
BWCS
1054
Beirne Wealth Consulting Services
Connecticut
$379K -$112K -1,447 -23%
WPC
1055
White Pine Capital
Minnesota
$379K +$141K +1,833 +59%
VF
1056
Virtu Financial
New York
$377K +$377K +4,887 New
WCM
1057
WealthBridge Capital Management
Ohio
$373K +$11.6K +147 +3%
MCM
1058
Monument Capital Management
Virginia
$372K +$3.47K +45 +0.9%
BI
1059
Ballast Inc
Kentucky
$371K -$4.94K -64 -1%
WPC
1060
Waters Parkerson & Co
Louisiana
$371K +$371K +4,813 New
SNB
1061
Security National Bank
Nebraska
$366K +$136K +1,765 +59%
NWM
1062
Northwest Wealth Management
Iowa
$366K +$180K +2,328 +96%
Bank of Nova Scotia
1063
Bank of Nova Scotia
Ontario, Canada
$364K +$364K +4,718 New
CCM
1064
Coe Capital Management
Illinois
$363K -$59.3K -770 -14%
PCMK
1065
Paragon Capital Management (Kansas)
Kansas
$363K -$58.4K -757 -14%
LC
1066
Lourd Capital
California
$361K – – –
GC
1067
Garde Capital
Washington
$359K -$4.25M -55,081 -92%
APP
1068
Avantax Planning Partners
Iowa
$359K +$12.7K +164 +4%
WMA
1069
Wealth Management Associates
New Jersey
$359K +$93.3K +1,209 +35%
EI
1070
Ellevest Inc
New York
$358K +$304K +3,942 +563%
RFWA
1071
RPg Family Wealth Advisory
Massachusetts
$358K +$7.72K +100 +2%
RCG
1072
Ruggie Capital Group
Florida
$356K -$2.05M -26,613 -85%
FPCG
1073
Fort Pitt Capital Group
Pennsylvania
$356K -$246K -3,192 -41%
SYBT
1074
Stock Yards Bank & Trust
Kentucky
$356K +$14.1K +182 +4%
PFGIA
1075
Patriot Financial Group Insurance Agency
Massachusetts
$352K -$695 -9 -0.2%
41 42
43
44 45