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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 %
FMI
1351
Fiduciary Management Inc
Wisconsin
– -$5.48M -79,100 Closed
WA
1352
WP Advisors
California
– -$3.87M -55,758 Closed
GCA
1353
Greenwood Capital Associates
South Carolina
– -$3.45M -49,780 Closed
Loomis, Sayles & Company
1354
Loomis, Sayles & Company
Massachusetts
– -$3.26M -47,082 Closed
CS
1355
Credit Suisse
Switzerland
– -$3.05M -43,995 Closed
QAM
1356
Questar Asset Management
Minnesota
– -$2.67M -38,483 Closed
FFA
1357
Fragasso Financial Advisors
Pennsylvania
– -$2.24M -32,302 Closed
FTI
1358
Fiduciary Trust International
Massachusetts
– -$2.15M -30,987 Closed
EIA
1359
Edgemoor Investment Advisors
Maryland
– -$2.07M -29,813 Closed
CSIA
1360
Charles Schwab Investment Advisory
California
– -$1.89M -27,244 Closed
CGH
1361
Crossmark Global Holdings
Texas
– -$1.79M -25,802 Closed
SIA
1362
Strategic Investment Advisors
Michigan
– -$1.72M -24,810 Closed
PFS
1363
Prospera Financial Services
Texas
– -$1.45M -20,830 Closed
Simplex Trading
1364
Simplex Trading
Illinois
– -$1.35M -19,511 Closed
Wolverine Trading
1365
Wolverine Trading
Illinois
– -$1.31M -19,025 Closed
JIC
1366
JRM Investment Counsel
Nebraska
– -$1.13M -16,247 Closed
EP
1367
Edgestream Partners
New Jersey
– -$883K -12,737 Closed
VHAM
1368
Van Hulzen Asset Management
California
– -$883K -12,733 Closed
PS
1369
Portfolio Solutions
Michigan
– -$864K -12,465 Closed
HCC
1370
Hirtle Callaghan & Co
Pennsylvania
– -$693K -10,000 Closed
BPCE
1371
Bank Pictet & Cie (Europe)
Germany
– -$654K -9,435 Closed
BAM
1372
Belpointe Asset Management
Nevada
– -$637K -9,182 Closed
APW
1373
Acima Private Wealth
Virginia
– -$636K -9,174 Closed
CWM
1374
Calamos Wealth Management
Illinois
– -$627K -9,051 Closed
RMAM
1375
Raab & Moskowitz Asset Management
New Jersey
– -$609K -8,799 Closed
53 54
55
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