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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,305 hedge funds and large institutions have $23.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 593 increasing their positions, 401 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+88
Holders Change %
+7.23%
% of All Funds
29.12%
Holding in Top 10
234
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4%
% of All Funds
5.22%
New
207
Increased
593
Reduced
401
Closed
107
Calls
$116M
Puts
$31.9M
Net Calls
+$84.3M
Net Calls Change
+$92.5M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$281M
2
State Street
State Street
Massachusetts
+$214M
3
Bank of America
Bank of America
North Carolina
+$142M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$93.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$244M
2
CWM
Cornerstone Wealth Management
Missouri
-$241M
3
CSIA
Charles Schwab Investment Advisory
California
-$185M
4
HNB
Huntington National Bank
Ohio
-$181M
5
Wells Fargo
Wells Fargo
California
-$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
226
Financial Partners Group (Kansas)
Kansas
$12.3M +$4.43M +63,959 +57%
MMA
227
Miracle Mile Advisors
California
$12.2M +$1.71M +24,639 +16%
AI
228
Atria Investments
North Carolina
$12.2M -$70.5M -1,016,827 -85%
SFS
229
Sowell Financial Services
Arkansas
$12M +$12M +173,628 New
FANJ
230
Financial Architects (New Jersey)
New Jersey
$12M -$5.89K -85 -0%
BFO
231
Boston Family Office
Massachusetts
$11.9M -$36.5K -526 -0.3%
SIC
232
Shoker Investment Counsel
Ohio
$11.6M +$281K +4,057 +2%
PCFFS
233
Pacific Center for Financial Services
California
$11.6M +$243K +3,503 +2%
SC
234
Stratford Consulting
Texas
$11.5M -$73.5K -1,060 -0.6%
CFGS
235
Concourse Financial Group Securities
Alabama
$11.5M +$8.49M +122,412 +284%
SFA
236
Stewardship Financial Advisors
Georgia
$11.5M +$484K +6,975 +4%
CPO
237
Cerity Partners OCIO
New York
$11.4M -$1.62M -23,314 -12%
SFS
238
Summit Financial Strategies
Ohio
$11.4M +$263K +3,801 +2%
PCMC
239
Private Capital Management (Colorado)
Colorado
$11.3M +$11.3M +163,263 New
PHAM
240
Palisades Hudson Asset Management
Florida
$11.2M +$572K +8,248 +5%
PA
241
Planning Alternatives
Michigan
$11.2M -$489K -7,049 -4%
EDRIA
242
Edmonds Duncan Registered Investment Advisors
Kansas
$11.2M +$1.59M +22,872 +16%
Cetera Investment Advisers
243
Cetera Investment Advisers
Illinois
$11M +$1.88M +27,099 +21%
CBB
244
Citizens Business Bank
California
$11M +$2.95M +42,525 +37%
EWM
245
Executive Wealth Management
Michigan
$10.9M +$10.9M +157,133 New
JFA
246
JNBA Financial Advisors
Minnesota
$10.9M +$10M +144,964 +1,236%
EWM
247
Evermay Wealth Management
Virginia
$10.8M +$431K +6,215 +4%
AWA
248
Alaska Wealth Advisors
Alaska
$10.5M +$333K +4,797 +3%
TAT
249
TD Ameritrade Trust
Colorado
$10.4M +$15.5K +223 +0.1%
BC
250
Brinker Capital
Pennsylvania
$10.4M +$7.12M +102,684 +218%
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