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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 %
Bank of America
1
Bank of America
North Carolina
$2.44B +$113M +1,460,430 +5%
Wells Fargo
2
Wells Fargo
California
$1.75B -$98.8M -1,280,573 -5%
UBS Group
3
UBS Group
Switzerland
$1.29B -$34.4M -446,146 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.27B -$78.8M -1,022,013 -6%
Morgan Stanley
5
Morgan Stanley
New York
$979M -$11.8M -153,224 -1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$851M +$26.9M +348,178 +3%
BlackRock
7
BlackRock
New York
$832M +$235M +3,044,177 +39%
Ameriprise
8
Ameriprise
Minnesota
$690M +$58.5M +757,662 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$576M +$6.87M +89,059 +1%
RJA
10
Raymond James & Associates
Florida
$517M +$21.8M +282,018 +4%
LPL Financial
11
LPL Financial
California
$427M -$38.5M -499,503 -8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$425M +$28.4M +368,489 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$415M +$15.1M +196,045 +4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$405M -$3.19M -41,390 -0.8%
US Bancorp
15
US Bancorp
Minnesota
$395M +$11.2M +145,187 +3%
Northern Trust
16
Northern Trust
Illinois
$368M +$22.6M +292,308 +7%
Goldman Sachs
17
Goldman Sachs
New York
$342M +$9.55M +123,819 +3%
PPFA
18
Provida Pension Fund Administrator
Chile
$317M -$12.9M -167,440 -4%
KeyBank National Association
19
KeyBank National Association
Ohio
$284M -$2.3M -29,816 -0.8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$261M +$261M +3,387,662 New
VA
21
Valmark Advisers
Ohio
$252M -$11.4M -148,128 -4%
RFC
22
Regions Financial Corp
Alabama
$239M -$4.18M -54,134 -2%
FCAS
23
First Command Advisory Services
Texas
$239M +$239M +1,798,554 +3,746,988%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$233M -$25.2M -326,556 -10%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$228M +$20.7M +268,537 +10%
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