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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 %
MCIA
1126
Mountain Capital Investment Advisors
Colorado
$284K +$5.56K +72 +2%
HA
1127
Harborview Advisors
Maine
$283K -$20.6K -267 -7%
MWM
1128
Merriman Wealth Management
Washington
$281K +$77 +1 +0%
BCA
1129
Bay Colony Advisors
Massachusetts
$281K +$694 +9 +0.2%
SKK
1130
Shepherd Kaplan Krochuk
Massachusetts
$279K +$77 +1 +0%
HWA
1131
HCR Wealth Advisors
California
$279K +$279K +2,261 New
SSWM
1132
Sheets Smith Wealth Management
North Carolina
$277K +$77 +1 +0%
CCP
1133
Corient Capital Partners
California
$275K -$200K -2,585 -42%
SIAS
1134
Shine Investment Advisory Services
Colorado
$275K – – –
CS
1135
Cannell & Spears
New York
$274K – – –
NEPWA
1136
New England Private Wealth Advisors
Massachusetts
$274K +$4.4K +57 +2%
KCM
1137
Karp Capital Management
California
$274K +$210K +2,714 +326%
IIC
1138
Integrated Investment Consultants
Michigan
$272K +$309 +4 +0.1%
CIM
1139
Confluence Investment Management
Missouri
$271K – – –
AIS
1140
American Investment Services
Massachusetts
$270K +$270K +3,502 New
AWMG
1141
Alliance Wealth Management Group
New Jersey
$270K +$270K +3,505 New
PP
1142
PagnatoKarp Partners
Virginia
$268K +$386 +5 +0.1%
HBWM
1143
Hollow Brook Wealth Management
New York
$267K – – –
GI
1144
GS Investments
Minnesota
$267K +$46.4K +601 +21%
NWS
1145
Newport Wealth Strategies
California
$265K +$265K +3,400 New
HCA
1146
Harbour Capital Advisors
Virginia
$264K -$19.3K -250 -7%
NB
1147
Nicolet Bankshares
Wisconsin
$264K – – –
BHWM
1148
Bay Harbor Wealth Management
Maryland
$262K -$786K -10,167 -75%
FVCM
1149
F&V Capital Management
Florida
$262K -$155K -2,000 -37%
AWM
1150
Altavista Wealth Management
North Carolina
$262K -$6.03K -78 -2%
44 45
46
47 48