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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 %
CWM
401
Cranbrook Wealth Management
Michigan
$4.42M +$571K +8,241 +15%
BFO
402
Biltmore Family Office
North Carolina
$4.41M +$198K +2,855 +5%
SFG
403
Sage Financial Group
Pennsylvania
$4.41M +$2.65M +38,281 +151%
IWA
404
Independence Wealth Advisors
Virginia
$4.39M +$58.2K +839 +1%
TCM
405
Towercrest Capital Management
Pennsylvania
$4.38M +$284K +4,099 +7%
CC
406
Courier Capital
New York
$4.34M +$4.09K +59 +0.1%
REFI
407
Requisite Energy Fund I
Texas
$4.32M +$4.32M +62,314 New
RCM
408
Requisite Capital Management
Texas
$4.32M +$4.32M +62,314 New
VIP
409
Vantage Investment Partners
Missouri
$4.31M – – –
SIA
410
Starfire Investment Advisers
Michigan
$4.29M +$806K +11,630 +23%
GC
411
Grimes & Company
Massachusetts
$4.29M -$38.3M -552,701 -90%
WPW
412
Waldron Private Wealth
Pennsylvania
$4.27M +$3.54M +51,015 +481%
MCG
413
MACRO Consulting Group
New Jersey
$4.26M +$4.26M +61,464 New
CIM
414
CIM Investment Management
Pennsylvania
$4.24M +$418K +6,027 +11%
KFA
415
Kays Financial Advisory
Georgia
$4.21M -$1.41M -20,317 -25%
BRM
416
Boston Research & Management
Massachusetts
$4.21M +$224K +3,226 +6%
LWANC
417
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.18M +$4.18M +60,241 New
SCA
418
Stokes Capital Advisors
South Carolina
$4.16M -$334K -4,820 -7%
LIA
419
LBMC Investment Advisors
Tennessee
$4.16M +$3.21M +46,251 +335%
WI
420
Wintrust Investments
Illinois
$4.16M +$303K +4,366 +8%
GC
421
Garde Capital
Washington
$4.14M +$47.7K +688 +1%
MAS
422
Madden Advisory Services
Florida
$4.11M +$437K +6,304 +12%
WS
423
Wela Strategies
Georgia
$4.1M +$205K +2,959 +5%
MFM
424
Mirsky Financial Management
New York
$4.08M +$4.08M +58,852 New
NEGWA
425
New England Guild Wealth Advisors
Connecticut
$4.07M -$171K -2,473 -4%
15 16
17
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