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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 %
NCM
476
Next Capital Management
New York
$3.34M +$3.34M +48,125 New
SGK
477
Steigerwald Gordon & Koch
Virginia
$3.33M -$66K -952 -2%
CB
478
Commerce Bank
Missouri
$3.33M -$22.6K -326 -0.7%
HFM
479
Hartford Financial Management
Connecticut
$3.31M +$3.27M +47,166 +7,451%
LIM
480
Leavell Investment Management
Alabama
$3.3M +$3.67K +53 +0.1%
HR
481
Howe & Rusling
New York
$3.28M +$3.15M +45,427 +2,424%
AAS
482
Avantax Advisory Services
Texas
$3.27M +$3.27M +47,308 New
TA
483
Tiedemann Advisors
New York
$3.27M +$801K +11,566 +33%
Loomis, Sayles & Company
484
Loomis, Sayles & Company
Massachusetts
$3.26M +$3.26M +47,082 New
QAM
485
QCI Asset Management
New York
$3.23M -$227K -3,274 -7%
TPWA
486
TRUE Private Wealth Advisors
Oregon
$3.22M -$18.9M -273,266 -85%
LDB
487
Lee, Danner & Bass
Tennessee
$3.22M +$84.2K +1,214 +3%
CCM
488
Canal Capital Management
Virginia
$3.22M -$144K -2,081 -4%
PCM
489
Parsons Capital Management
Rhode Island
$3.21M -$146K -2,103 -4%
BDF
490
Black Diamond Financial
Maryland
$3.2M +$3.2M +34,928 New
PA
491
PFG Advisors
Arizona
$3.2M +$432K +5,499 +16%
WP
492
WealthPLAN Partners
Nebraska
$3.19M +$1.04K +13 +0%
WC
493
Weil Company
California
$3.16M +$2.79M +40,285 +757%
PGFC
494
Peapack-Gladstone Financial Corp
New Jersey
$3.16M +$437K +6,304 +16%
EPM
495
Elm Partners Management
Pennsylvania
$3.06M +$3.06M +44,363 New
FFWA
496
FRG Family Wealth Advisors
Washington
$3.06M +$141K +2,035 +5%
CS
497
Credit Suisse
Switzerland
$3.05M +$1.77M +25,553 +139%
KA
498
Kovack Advisors
Florida
$3.04M +$661K +9,538 +28%
FTC
499
Farmers Trust Company
Ohio
$3.03M -$55.1K -795 -2%
SI
500
Stephens Inc
Arkansas
$3.03M +$799K +11,522 +36%
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