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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 %
IF
326
Ironwood Financial
Arizona
$6.64M +$173K +2,502 +3%
Retirement Systems of Alabama
327
Retirement Systems of Alabama
Alabama
$6.63M – – –
BOH
328
Bank of Hawaii
Hawaii
$6.57M +$555K +8,003 +9%
AWM
329
Avondale Wealth Management
Texas
$6.57M +$528K +7,615 +9%
CHA
330
Cedar Hill Associates
Illinois
$6.56M -$4.58M -66,030 -41%
CTA
331
Colonial Trust Advisors
South Carolina
$6.52M -$1.67M -24,150 -20%
GIA
332
GHP Investment Advisors
Colorado
$6.47M +$128K +1,842 +2%
ST
333
Smithfield Trust
Pennsylvania
$6.44M +$3.04M +43,875 +90%
SAMC
334
Spectrum Asset Management (California)
California
$6.4M -$222K -3,205 -3%
HCP
335
Holt Capital Partners
Texas
$6.38M +$251K +3,625 +4%
AF
336
Ally Financial
Michigan
$6.38M +$6.38M +92,000 New
TIM
337
Tortoise Investment Management
New York
$6.36M +$990K +14,275 +18%
MWC
338
MKD Wealth Coaches
Michigan
$6.31M +$6.31M +90,962 New
FCA
339
FLC Capital Advisors
California
$6.27M +$6.27M +90,475 New
JFGIW
340
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.27M +$3.3M +47,587 +111%
BFM
341
Boston Financial Management
Massachusetts
$6.26M -$1.15M -16,598 -16%
BL
342
BFSG LLC
California
$6.24M -$255K -3,683 -4%
TCM
343
Traynor Capital Management
Pennsylvania
$6.21M -$327K -4,719 -5%
BCM
344
Brookstone Capital Management
Illinois
$6.12M -$1.6M -23,138 -21%
CIR
345
Clear Investment Research
Georgia
$6.09M +$793K +11,437 +15%
FCI
346
Financial Counselors Inc
Kansas
$6.08M +$390K +5,628 +7%
FNT
347
First National Trust
Pennsylvania
$6.08M +$218K +3,141 +4%
MWM
348
Marietta Wealth Management
Georgia
$6.05M +$753K +10,857 +14%
HCM
349
Hollencrest Capital Management
California
$6.01M +$2.39M +34,467 +66%
NAM
350
NTV Asset Management
West Virginia
$5.99M -$13.9K -200 -0.2%
12 13
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