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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 %
FWIA
1376
Fort Washington Investment Advisors
Ohio
– -$549K -7,914 Closed
PWS
1377
Peloton Wealth Strategists
Indiana
– -$528K -7,617 Closed
EFS
1378
Essex Financial Services
Connecticut
– -$516K -7,439 Closed
CB
1379
Cadence Bank
Mississippi
– -$496K -7,152 Closed
WCM
1380
Weatherstone Capital Management
Colorado
– -$464K -5,324 Closed
HPC
1381
Hobart Private Capital
North Carolina
– -$345K -4,981 Closed
TW
1382
Transform Wealth
Colorado
– -$339K -4,884 Closed
SFS
1383
Searcy Financial Services
Kansas
– -$323K -4,666 Closed
MFGP
1384
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$323K -4,653 Closed
PCIA
1385
Prime Capital Investment Advisors
Kansas
– -$304K -4,383 Closed
SCC
1386
Spring Creek Capital
Kansas
– -$301K -4,343 Closed
ZCA
1387
Zeke Capital Advisors
Pennsylvania
– -$300K -4,321 Closed
SHGA
1388
Sand Hill Global Advisors
California
– -$236K -3,399 Closed
NCM
1389
Northwest Capital Management
Oregon
– -$221K -3,184 Closed
CL
1390
Cabana LLC
Arkansas
– -$215K -3,100 Closed
S
1391
Surevest
California
– -$212K -3,065 Closed
Kayne Anderson Rudnick Investment Management
1392
Kayne Anderson Rudnick Investment Management
California
– -$212K -3,060 Closed
CW
1393
CreativeOne Wealth
Kansas
– -$205K -2,956 Closed
AIP
1394
Ahrens Investment Partners
Louisiana
– -$200K -2,889 Closed
HT
1395
Heritage Trust
Oklahoma
– -$182K -2,629 Closed
OCM
1396
Orser Capital Management
Texas
– -$204K -2,552 Closed
DWM
1397
Dakota Wealth Management
Florida
– -$201K -2,305 Closed
SFM
1398
Systematic Financial Management
New Jersey
– -$143K -2,065 Closed
LCOV
1399
London Company of Virginia
Virginia
– -$141K -2,039 Closed
EDRH
1400
Edmond de Rothschild Holding
Switzerland
– -$96K -1,380 Closed
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