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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 %
FGAM
1251
Financial Gravity Asset Management
Texas
$85K +$85K +1,083 New
PCM
1252
Princeton Capital Management
New Jersey
$83K – – –
MAU
1253
MRA Associates USA
Arizona
$77.2K – – –
IDBONY
1254
Israel Discount Bank of New York
New York
$77K – – –
TRCT
1255
Tower Research Capital (TRC)
New York
$76K -$477K -6,218 -86%
NCM
1256
New Capital Management
Texas
$76K – – –
VRM
1257
Vectors Research Management
New York
$76K – – –
FEG
1258
Financial Enhancement Group
Indiana
$75K +$75K +978 New
APC
1259
Aspire Private Capital
North Carolina
$74K -$1.94M -25,190 -96%
BAMG
1260
Brand Asset Management Group
Missouri
$74K +$74K +962 New
CTB
1261
Country Trust Bank
Illinois
$70K -$1.21M -15,651 -95%
TSW
1262
Thompson Siegel & Walmsley
Virginia
$69K – – –
WAS
1263
WESPAC Advisors SoCal
California
$67K +$67K +880 New
CMO
1264
Covenant Multifamily Offices
Texas
$64K +$64K +833 New
KPW
1265
Kore Private Wealth
New York
$62K -$101K -1,294 -62%
SJIM
1266
St. Johns Investment Management
Florida
$62K – – –
AIM
1267
Arcadia Investment Management
Michigan
$62K +$62K +803 New
FFC
1268
First Financial Corp
Indiana
$60K – – –
AQA
1269
Alpha Quant Advisors
Texas
$58K -$77 -1 -0.1%
PGWM
1270
Parisi Gray Wealth Management
New Jersey
$56K – – –
OWD
1271
Osborn Williams & Donohoe
Ohio
$56K +$56K +706 New
LJHT
1272
Laurie J. Hall Trustee
$53K – – –
PCP
1273
Proficio Capital Partners
Massachusetts
$53K – – –
HFM
1274
Hartford Financial Management
Connecticut
$52K -$3.64M -47,126 -99%
JHCP
1275
Jackson Hole Capital Partners
Oklahoma
$52K +$13.5K +175 +35%
49 50
51
52 53