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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 %
MAP
426
Milestone Advisory Partners
North Carolina
$4.07M -$3.04M -44,176 -43%
NF
427
Nikulski Financial
Iowa
$4.07M -$216K -3,113 -5%
HMC
428
Harvard Management Company
Massachusetts
$4.06M -$216K -3,109 -5%
MNBTD
429
Moody National Bank Trust Division
Texas
$4.06M – – –
DWT
430
Dorsey & Whitney Trust
South Dakota
$4.03M +$251K +3,623 +7%
BWA
431
BlueSky Wealth Advisors
North Carolina
$4.03M -$39.9K -535 -1%
SFWA
432
Summit Financial Wealth Advisors
Louisiana
$4.03M -$811K -11,695 -17%
BCMO
433
Buckingham Capital Management (Ohio)
Ohio
$3.99M +$1.48M +21,290 +59%
FFBTD
434
First Financial Bank - Trust Division
Ohio
$3.99M -$1.16M -16,705 -23%
NAM
435
North American Management
Massachusetts
$3.97M +$3.54M +51,038 +811%
EIP
436
Ellis Investment Partners
Pennsylvania
$3.95M +$3.95M +56,978 New
PI
437
PineBridge Investments
New York
$3.94M -$2.32M -33,538 -37%
HPWM
438
Highland Private Wealth Management
Washington
$3.94M +$372K +5,361 +10%
William Blair & Company
439
William Blair & Company
Illinois
$3.94M +$347K +5,010 +10%
KLI
440
Kelman-Lazarov Inc
Tennessee
$3.93M +$359K +5,186 +10%
TF
441
TimeScale Financial
Massachusetts
$3.92M +$3.92M +56,553 New
BWFA
442
Baltimore-Washington Financial Advisors
Maryland
$3.9M +$10K +145 +0.3%
PWAP
443
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.9M +$118K +1,707 +3%
WAG
444
Winthrop Advisory Group
Massachusetts
$3.88M +$2.34M +33,796 +152%
SHCM
445
Stokes & Hubbell Capital Management
Louisiana
$3.88M -$448K -6,467 -10%
WA
446
WP Advisors
California
$3.87M +$3.79M +54,633 +4,856%
EA
447
Elm Advisors
California
$3.84M +$139K +2,012 +4%
PEA
448
Pacific Edge Advisors
California
$3.83M +$3.59M +51,739 +1,455%
JIP
449
Jaffetilchin Investment Partners
Florida
$3.83M -$2.29M -33,088 -37%
TL
450
TrueWealth LLC
Georgia
$3.82M +$95.3K +1,375 +3%
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