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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 %
SIAM
526
Sterling Investment Advisors (Missouri)
Missouri
$2.66M +$84.3K +1,216 +3%
CWM
527
Capital Wealth Management
Rhode Island
$2.64M +$158K +2,286 +6%
AC
528
Alley Company
Illinois
$2.64M +$63.6K +918 +2%
NPF
529
Norris Perne & French
Michigan
$2.62M +$69.7K +1,005 +3%
ACM
530
Armbruster Capital Management
New York
$2.62M -$7.62K -110 -0.3%
PAS
531
Partnervest Advisory Services
California
$2.6M +$76.4K +1,103 +3%
PFM
532
Phillips Financial Management
Indiana
$2.6M +$1.55M +22,413 +149%
BPWA
533
Beacon Pointe Wealth Advisors
California
$2.58M +$2.58M +37,253 New
NFG
534
Next Financial Group
Texas
$2.58M +$2.35M +33,963 +1,064%
SAA
535
Southeast Asset Advisors
Georgia
$2.55M +$147K +2,115 +6%
ST
536
Spinnaker Trust
Maine
$2.55M +$1.59K +23 +0.1%
CPA
537
Clear Perspective Advisors
Illinois
$2.55M +$114K +1,648 +5%
BFWA
538
Benchmark Financial Wealth Advisors
Florida
$2.54M +$32.5K +469 +1%
JF
539
JSF Financial
California
$2.53M +$2.53M +36,540 New
MA
540
Montag & Associates
Georgia
$2.52M -$917K -13,234 -27%
TVAMP
541
Tennessee Valley Asset Management Partners
Tennessee
$2.52M +$2.52M +36,336 New
BCWM
542
Blue Chip Wealth Management
Florida
$2.49M -$103K -1,484 -4%
CBT
543
Central Bank & Trust
Kentucky
$2.48M +$30.2K +436 +1%
PCM
544
Peak Capital Management
Colorado
$2.48M -$550K -7,935 -18%
PSG
545
Planning Solutions Group
Maryland
$2.47M +$2.47M +35,579 New
RTS
546
Round Table Services
New Jersey
$2.45M -$108K -1,562 -4%
Koshinski Asset Management
547
Koshinski Asset Management
Illinois
$2.43M -$444K -6,402 -15%
NFC
548
Northeast Financial Consultants
Connecticut
$2.42M +$2.42M +34,968 New
MIG
549
McGuire Investment Group
Rhode Island
$2.4M -$4.23K -61 -0.2%
PFA
550
Pinnacle Family Advisors
Missouri
$2.38M -$1.12M -16,184 -32%
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