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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 %
GRP
276
Global Retirement Partners
California
$8.22M +$147K +2,127 +2%
Luther King Capital Management (LKCM)
277
Luther King Capital Management (LKCM)
Texas
$8.19M -$10.1M – –
ATC
278
Argent Trust Co
Tennessee
$8.09M +$4.26M +61,463 +111%
SWPG
279
Strategic Wealth Partners Group
Illinois
$7.93M +$384K +5,534 +5%
FWM
280
Fairhaven Wealth Management
Illinois
$7.89M +$7.89M +113,843 New
GPA
281
Guidance Point Advisors
Massachusetts
$7.88M +$7.88M +114,487 New
NCM
282
Neumann Capital Management
California
$7.87M -$326K -4,705 -4%
OCG
283
Opus Capital Group
Ohio
$7.82M +$4.03M +58,093 +106%
CAC
284
Certified Advisory Corp
Florida
$7.8M +$257K +3,701 +3%
LFS
285
Lutz Financial Services
Nebraska
$7.68M +$1.65M +23,755 +27%
BWM
286
BT Wealth Management
Georgia
$7.63M +$7.63M +96,648 New
RIG
287
RiverFront Investment Group
Virginia
$7.61M -$1.41M -20,414 -16%
NCM
288
Noesis Capital Mangement
Florida
$7.6M -$91.9K -1,326 -1%
HCM
289
Hudson Capital Management
New Jersey
$7.56M +$1.76M +25,378 +30%
ECM
290
Exchange Capital Management
Michigan
$7.52M +$173K +2,498 +2%
FMC
291
First Merchants Corp
Indiana
$7.49M -$453K -6,536 -6%
SC
292
Savant Capital
Illinois
$7.46M -$1.7M -24,499 -19%
CGA
293
Crescent Grove Advisors
Illinois
$7.45M +$7.45M +107,474 New
CC
294
Chanos & Company
New York
$7.4M +$7.4M +106,771 New
EVM
295
Eaton Vance Management
Massachusetts
$7.38M -$220K -3,176 -3%
SCA
296
Snowden Capital Advisors
New York
$7.36M +$502K +7,244 +7%
SCP
297
Silverleafe Capital Partners
Tennessee
$7.33M -$821K -11,840 -10%
AIM
298
Advantage Investment Management
Iowa
$7.3M -$1.87M -26,943 -20%
LFS
299
Legacy Financial Strategies
Kansas
$7.26M -$1.33M -19,183 -15%
HBT
300
Hills Bank & Trust
Iowa
$7.24M +$359K +5,175 +5%
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