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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 %
AA
351
Ancora Advisors
Ohio
$5.85M +$3.34M +48,116 +133%
IWM
352
IHT Wealth Management
Illinois
$5.82M +$2.8M +40,406 +93%
PI
353
PFS Investments
Georgia
$5.82M +$3.26M +44,823 +128%
OWA
354
Outlook Wealth Advisors
Texas
$5.77M +$5.77M +8,329 New
AF
355
Affiance Financial
Minnesota
$5.7M -$756K -10,904 -12%
FSC
356
Full Sail Capital
Oklahoma
$5.61M +$5.61M +80,963 New
LRIA
357
Leonard Rickey Investment Advisors
Washington
$5.61M +$48K +692 +0.9%
Rafferty Asset Management
358
Rafferty Asset Management
New York
$5.58M -$2.58M -37,177 -32%
HI
359
Human Investing
Oregon
$5.57M +$5.57M +80,373 New
BOPW
360
Brandywine Oak Private Wealth
Pennsylvania
$5.55M +$5.55M +78,087 New
TYCC
361
Texas Yale Capital Corp
Florida
$5.51M +$11.1K +160 +0.2%
JWBC
362
J.W. Burns & Co
New York
$5.51M -$323K -4,656 -6%
FMI
363
Fiduciary Management Inc
Wisconsin
$5.48M +$5.48M +79,100 New
SS
364
Simplicity Solutions
Minnesota
$5.46M -$6.44M -92,965 -54%
SBL
365
Sargent Bickham Lagudis
Colorado
$5.43M -$252K -3,629 -4%
APA
366
American Portfolios Advisors
New York
$5.43M -$664K -9,578 -11%
Brown Advisory
367
Brown Advisory
Maryland
$5.4M -$7.59M -109,473 -58%
AWM
368
Affinity Wealth Management
Delaware
$5.4M +$5.4M +77,834 New
CA
369
Clearstead Advisors
Ohio
$5.36M +$1.84M +26,603 +52%
HJA
370
Hugh Johnson Advisors
New York
$5.36M -$86.1K -1,242 -2%
LNB
371
Ledyard National Bank
$5.36M -$269K -3,880 -5%
NFG
372
Nations Financial Group
Iowa
$5.28M +$344K +4,965 +7%
RWA
373
Redhawk Wealth Advisors
Minnesota
$5.28M +$443K +5,723 +9%
ODG
374
O'Dell Group
Ohio
$5.23M -$491K -7,078 -9%
TPSF
375
Texas Permanent School Fund
Texas
$5.21M +$921K +13,285 +21%
13 14
15
16 17