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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 %
NQWM
151
Northwest Quadrant Wealth Management
Oregon
$23.9M +$361K +4,618 +2%
SB
152
Simmons Bank
Arkansas
$23.9M -$555K -7,197 -2%
CTC
153
Central Trust Company
Missouri
$23.7M -$464K -6,009 -2%
TFO
154
Tarbox Family Office
California
$23.2M +$12.5K +162 +0.1%
VR
155
Viridian RIA
Washington
$22.9M +$976K +12,645 +4%
AFG
156
Albion Financial Group
Utah
$22.8M +$78.5K +1,018 +0.3%
SPIA
157
Steward Partners Investment Advisory
New York
$22.3M +$1.55M +20,108 +7%
SPC
158
Sigma Planning Corp
Michigan
$22.3M -$3.95M -51,166 -15%
CW
159
Cobiz Wealth
Colorado
$21.9M -$235K -3,052 -1%
CA
160
Cetera Advisors
Colorado
$21.8M -$1.99M -25,817 -8%
PA
161
Parallel Advisors
California
$21.8M +$3.03M +39,243 +16%
RWM
162
Rezny Wealth Management
Florida
$21.6M +$952K +12,334 +5%
PWAG
163
Polaris Wealth Advisory Group
California
$21.3M -$2.36M -30,179 -10%
Legal & General Group
164
Legal & General Group
United Kingdom
$21.3M +$2.78M +36,100 +15%
LF
165
Lee Financial
Texas
$20.8M -$498K -6,457 -2%
CPSAC
166
Chas P. Smith & Associates (CPS)
Florida
$20.8M +$4.51M +58,517 +28%
PWLP
167
Prio Wealth Limited Partnership
Massachusetts
$20.5M +$2.37M +30,723 +13%
Bessemer Group
168
Bessemer Group
New Jersey
$20.5M +$2.45M +31,796 +14%
BOS
169
Bank of Stockton
California
$20.4M +$436K +5,654 +2%
PW
170
Price Wealth
Texas
$20.4M +$441K +5,720 +2%
CFIA
171
Cantor Fitzgerald Investment Advisors
New York
$20.3M -$5.23M -67,795 -20%
TCM
172
Twele Capital Management
Minnesota
$20.2M +$340K +4,405 +2%
FNBOH
173
First National Bank of Hutchinson
Kansas
$19.9M +$117K +1,466 +0.6%
MGIA
174
Moneta Group Investment Advisors
Missouri
$19.9M +$891K +11,555 +5%
FWM
175
FFT Wealth Management
Pennsylvania
$19.9M +$315K +4,081 +2%
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