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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 %
BP
126
Ballentine Partners
Massachusetts
$28.4M -$186K -2,412 -0.7%
SCA
127
Spearhead Capital Advisors
Florida
$28.2M +$12.8M +166,294 +84%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$27.9M +$14.1M +182,968 +102%
AAS
129
Annex Advisory Services
Wisconsin
$27.8M -$792K -10,267 -3%
MFG
130
Magnus Financial Group
New York
$27.6M +$3.59M +46,503 +15%
PAS
131
Park Avenue Securities
New York
$27.6M +$27.6M +353,231 New
CCM
132
Covington Capital Management
California
$27.5M +$289K +3,745 +1%
CI
133
Conning Inc
Connecticut
$27.4M -$7.91M -102,470 -22%
PI
134
Pachira Investments
California
$27.3M +$339K +4,388 +1%
BCI
135
Brinker Capital Investments
Pennsylvania
$27.3M +$124K +1,602 +0.5%
TC
136
Telemus Capital
Michigan
$27M -$3.56M -46,143 -12%
TF
137
Trek Financial
Arizona
$26.8M +$24.5M +317,341 +1,036%
MCM
138
MAI Capital Management
Ohio
$26.6M +$5.47M +70,837 +26%
JWA
139
JFS Wealth Advisors
Pennsylvania
$26.4M -$556K -7,201 -2%
GIM
140
Goelzer Investment Management
Indiana
$25.8M +$5.82M +75,380 +29%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$25.4M +$10.8M +140,041 +74%
MFW
142
Meristem Family Wealth
Minnesota
$25.1M -$858K -11,126 -3%
KA
143
Klingman & Associates
New York
$25.1M +$1.09M +14,096 +5%
HW
144
Hancock Whitney
Mississippi
$25.1M +$1.04M +13,511 +4%
GWM
145
Geneos Wealth Management
Colorado
$24.9M +$2.37M +30,721 +11%
SWP
146
Stratos Wealth Partners
Ohio
$24.8M +$21.8K +283 +0.1%
NCM
147
Nelson Capital Management
California
$24.3M -$57.9K -751 -0.2%
MA
148
MUFG Americas
New York
$24.2M -$699K -9,060 -3%
Fiera Capital (Canada)
149
Fiera Capital (Canada)
Quebec, Canada
$24M +$2.3M +29,835 +11%
HL
150
HeadInvest LLC
Maine
$23.9M -$23.1M -299,622 -49%
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