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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 %
VCP
1176
Vista Capital Partners
Oregon
$237K – – –
MLL
1177
Moody Lynn & Lieberson
Massachusetts
$236K +$236K +3,063 New
ACA
1178
Aptus Capital Advisors
Alabama
$235K +$235K +3,051 New
GCM
1179
Gibraltar Capital Management
Oklahoma
$233K -$185K -2,409 -44%
SCM
1180
Stellar Capital Management
Arizona
$232K -$6.26K -81 -3%
SRC
1181
Shufro Rose & Co
New York
$231K -$282K -3,664 -55%
FPFS
1182
First Personal Financial Services
North Carolina
$231K – – –
IWA
1183
Intercontinental Wealth Advisors
Texas
$231K – – –
PA
1184
Parkside Advisors
California
$224K – – –
LA
1185
LexAurum Advisors
Kansas
$222K -$38.9K -504 -15%
HDIM
1186
Hanson & Doremus Investment Management
Vermont
$222K – – –
IP
1187
Investment Partners
Ohio
$222K +$222K +2,873 New
DP
1188
Denver PWM
Colorado
$220K +$220K +2,772 New
MCM
1189
McMillion Capital Management
North Carolina
$220K +$220K +2,852 New
CBTWT
1190
Community Bank & Trust (Waco, Texas)
Texas
$219K -$11.6K -150 -5%
WB
1191
Webster Bank
Connecticut
$218K -$1.55K -20 -0.7%
BO
1192
BRR OpCo
Ohio
$218K +$218K +2,830 New
WAOTB
1193
Wealth Advisors of Tampa Bay
Florida
$217K -$60.2K -780 -22%
LGWM
1194
Litman Gregory Wealth Management
California
$217K +$12.7K +165 +6%
CFA
1195
Camarda Financial Advisors
Florida
$217K +$217K +2,813 New
HCM
1196
Howland Capital Management
Massachusetts
$216K -$250K -3,250 -54%
UR
1197
USCA RIA
Texas
$216K -$7.72K -100 -3%
WAAG
1198
Wealth Alliance Advisory Group
Kansas
$216K +$216K +2,709 New
LAIC
1199
Lederer & Associates Investment Counsel
California
$215K +$215K +2,785 New
BAM
1200
Barrett Asset Management
New York
$213K +$3.86K +50 +2%
46 47
48
49 50