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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 %
MF
301
Manchester Financial
California
$7.19M +$7.19M +103,767 New
GKWIM
302
Gerber Kawasaki Wealth & Investment Management
California
$7.15M +$325K +4,690 +5%
Cerity Partners
303
Cerity Partners
New York
$7.13M +$349K +5,034 +5%
EVM
304
Evelyn V. Moreno
$7.13M -$66.9K -965 -0.9%
MWM
305
Mission Wealth Management
California
$7.09M +$3.2M +46,125 +82%
MWM
306
MinichMacGregor Wealth Management
New York
$7.08M +$1.57M +21,213 +29%
PPA
307
Parametric Portfolio Associates
Washington
$7.07M +$2.03M +29,231 +40%
CCM
308
Condor Capital Management
New Jersey
$7.05M +$75.6K +1,091 +1%
CG
309
CFO4Life Group
Texas
$7.04M +$1.98M +28,630 +39%
PI
310
Parkside Investments
Illinois
$7.01M +$7.01M +101,195 New
MA
311
MCF Advisors
Kentucky
$6.97M +$654K +9,436 +10%
AF
312
Arrow Financial
New York
$6.93M +$1.21M +17,449 +21%
HA
313
Homestead Advisers
Virginia
$6.93M +$6.93M +100,000 New
LPT
314
Legacy Private Trust
Wisconsin
$6.9M +$1.79M +25,816 +35%
BNP Paribas Financial Markets
315
BNP Paribas Financial Markets
France
$6.89M -$6.1M -87,979 -47%
LFAS
316
Level Four Advisory Services
Texas
$6.85M +$1.21M +17,496 +22%
B
317
Bailard
California
$6.85M +$68.8K +992 +1%
PA
318
Pinnacle Associates
New York
$6.81M +$2.61M +37,684 +62%
WTC
319
WhitTier Trust Company
Nevada
$6.8M +$1.93M +27,867 +40%
TWM
320
Torch Wealth Management
Ohio
$6.79M +$28.8K +416 +0.4%
LSERS
321
Louisiana State Employees Retirement System
Louisiana
$6.79M +$2.41M +34,710 +55%
TFA
322
Transamerica Financial Advisors
Florida
$6.75M +$52.1K +752 +0.8%
MC
323
Middleton & Co
Massachusetts
$6.71M -$285K -4,118 -4%
FNBT
324
FineMark National Bank & Trust
Florida
$6.7M +$1.49M +21,535 +29%
EWA
325
EP Wealth Advisors
California
$6.69M +$2.74M +39,492 +69%
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