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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
$832M
4
S
Schroders
United Kingdom
$186M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$162M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$83M
2
State Street
State Street
Massachusetts
$94.6M
3
HNB
Huntington National Bank
Ohio
$152M
4
Wells Fargo
Wells Fargo
California
$1.75B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
1326
YorkBridge Wealth Partners
New York
$16K +$1.19K +15 +8%
AP
1327
Atwood & Palmer
Missouri
$15K +$7.5K +94 +100%
AWMS
1328
Advocacy Wealth Management Services
Georgia
$15K +$15K +193 New
WCG
1329
Weaver Consulting Group
California
$15K +$15K +200 New
RE
1330
RBC Europe
United Kingdom
$14.7K – – –
TFS
1331
TrustCore Financial Services
Tennessee
$12K +$12K +152 New
CAW
1332
Cornerstone Advisors (Washington)
Washington
$11K +$4.31K +58 +64%
BL
1333
Balentine LLC
Georgia
$8K +$8K +105 New
CA
1334
Centerpoint Advisors
Massachusetts
$6K -$119K -1,653 -95%
IBOK
1335
Independence Bank of Kentucky
Kentucky
$6K – – –
VNA
1336
Valley National Advisers
Pennsylvania
$6K – – –
PK
1337
Pflug Koory
Nebraska
$6K – – –
SHJ
1338
Sharkey, Howes & Javer
Colorado
$4K -$178K -2,313 -98%
BSG
1339
Black Swift Group
Colorado
$4K +$4K +56 New
FWM
1340
Focused Wealth Management
New York
$3K – – –
Koshinski Asset Management
1341
Koshinski Asset Management
Illinois
$2.92K +$218 +2,820 +8%
SIM
1342
Sonora Investment Management
Arizona
$2K -$17.4K -269 -90%
MMG
1343
Monetary Management Group
Missouri
$2K – – –
NWA
1344
New World Advisors
Massachusetts
$2K +$2K +23 New
LPWM
1345
Lake Point Wealth Management
Texas
$1K -$3.51M -28,048 -100%
BCMIO
1346
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +15 New
JPLA
1347
Joseph P. Lucia & Associates
New York
$76 +$76 +6,026 New
FMI
1348
Factory Mutual Insurance
Massachusetts
– -$20.3M -292,900 Closed
CC
1349
Claybrook Capital
Massachusetts
– -$13.7M -196,951 Closed
SCP
1350
Silverleafe Capital Partners
Tennessee
– -$7.33M -105,732 Closed
52 53
54
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