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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 %
EWA
201
ERTS Wealth Advisors
Michigan
$15.9M +$1.91M +24,793 +14%
AWC
202
Abundance Wealth Counselors
Pennsylvania
$15.9M +$251K +3,256 +2%
FLPIM
203
F.L. Putnam Investment Management
Massachusetts
$15.8M -$422K -5,465 -3%
CAL
204
Capital Analysts LLC
Pennsylvania
$15.7M +$259K +3,353 +2%
CA
205
Cornerstone Advisory
Maryland
$15.6M -$602K -7,803 -4%
CCWA
206
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.5M +$379K +4,910 +3%
FFS
207
Founders Financial Securities
Maryland
$15.5M +$13.3M +171,819 +594%
CCFCSB
208
Cape Cod Five Cents Savings Bank
Massachusetts
$15.3M +$256K +3,315 +2%
FHA
209
First Horizon Advisors
Tennessee
$15.3M -$902K -11,692 -6%
PWP
210
Personal Wealth Partners
Minnesota
$15.2M +$15.2M +197,497 New
IWS
211
Insight Wealth Strategies
California
$15.2M +$593K +7,691 +4%
CFGS
212
Concourse Financial Group Securities
Alabama
$15M +$2.18M +28,271 +17%
CS
213
Comerica Securities
Michigan
$14.9M +$353K +4,579 +2%
CC
214
Chanos & Company
New York
$14.9M +$6.63M +85,911 +80%
FDCC
215
Foster Dykema Cabot & Co
Massachusetts
$14.8M +$88.3K +1,144 +0.6%
HCA
216
Heck Capital Advisors
Wisconsin
$14.8M +$4.05M +52,473 +38%
TCPWM
217
Traverso Chambers Private Wealth Management
California
$14.7M +$150K +1,938 +1%
CRC
218
Curi RMB Capital
Illinois
$14.6M +$94K +1,219 +0.6%
WDL
219
Well Done LLC
Michigan
$14.6M -$633K -8,209 -4%
CWM
220
Cahaba Wealth Management
Georgia
$14.5M +$778K +10,085 +6%
BMM
221
Buffington Mohr McNeal
Idaho
$14.5M +$352K +4,567 +2%
DADC
222
D.A. Davidson & Co
Montana
$14.5M +$90.6K +1,238 +0.6%
SMC
223
Smith, Moore & Co
Missouri
$14.4M +$45.7K +590 +0.3%
RCAG
224
Rehmann Capital Advisory Group
Michigan
$14.4M +$14.3M +185,174 +10,368%
FPGK
225
Financial Partners Group (Kansas)
Kansas
$14.3M +$704K +9,129 +5%
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