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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 %
ASN
251
Advisory Services Network
Georgia
$10.4M -$1.02M -14,642 -9%
SBSB
252
Sullivan, Bruyette, Speros & Blaney
Virginia
$9.76M -$220K -3,172 -2%
HCA
253
Heck Capital Advisors
Wisconsin
$9.65M +$331K +4,771 +4%
RWM
254
RKL Wealth Management
Pennsylvania
$9.59M +$1.63M +23,510 +20%
RJT
255
Raymond James Trust
Florida
$9.5M +$2.25M +32,443 +31%
DAS
256
Dynamic Advisor Solutions
Arizona
$9.49M -$415K -5,480 -4%
WT
257
Whittier Trust
California
$9.43M +$1.13M +16,326 +14%
PMG
258
ProVise Management Group
Florida
$9.33M +$33K +476 +0.4%
AWM
259
Altium Wealth Management
New York
$9.23M -$273K -3,935 -3%
CFD
260
Creative Financial Designs
Indiana
$9.09M +$122K +1,766 +1%
CAI
261
Capital Advisors Inc
Oklahoma
$9.08M -$3.79M -54,739 -29%
JIC
262
Johnson Investment Counsel
Ohio
$9.06M +$868K +12,516 +11%
Deutsche Bank
263
Deutsche Bank
Germany
$8.99M -$555K -8,014 -6%
PAM
264
Peninsula Asset Management
Florida
$8.96M -$66.5K -960 -0.7%
WAM
265
Watermark Asset Management
California
$8.9M +$20.4K +295 +0.2%
JMFC
266
J.M. Forbes & Co
Massachusetts
$8.78M -$234K -3,374 -3%
CB
267
Community Bank
New York
$8.76M -$49.6K -716 -0.6%
OC
268
Oppenheimer & Co
New York
$8.71M -$186K -2,678 -2%
MSA
269
Marino Stram & Associates
Massachusetts
$8.68M +$245K +3,529 +3%
LNC
270
Lincoln National Corp
Pennsylvania
$8.67M -$2.93M -42,281 -25%
PFP
271
Pinnacle Financial Partners
Tennessee
$8.62M +$809K +11,670 +10%
HFA
272
High Falls Advisors
New York
$8.61M -$183K -2,637 -2%
EGWAG
273
Elwood & Goetz Wealth Advisory Group
Georgia
$8.6M +$8.6M +124,057 New
RRC
274
Relaxing Retirement Coach
Massachusetts
$8.36M -$46.2K -667 -0.5%
SAM
275
Summit Asset Management
Tennessee
$8.29M +$145K +2,092 +2%
9 10
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