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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 %
CHJWM
601
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.97M -$19.5K -281 -1%
PWM
602
Perigon Wealth Management
California
$1.97M -$1.07M -14,151 -35%
LPWM
603
Lake Point Wealth Management
Texas
$1.95M +$1.95M +28,056 New
ST
604
Sabal Trust
Florida
$1.94M -$168K -2,430 -8%
NPT
605
Nixon Peabody Trust
Massachusetts
$1.94M -$1.73K -25 -0.1%
BRWA
606
B. Riley Wealth Advisors
Florida
$1.93M -$1.91M -27,529 -50%
WS
607
Wedbush Securities
California
$1.93M +$514K +7,416 +36%
ACP
608
Arcus Capital Partners
Georgia
$1.92M +$15K +217 +0.8%
PAMG
609
Patton Albertson Miller Group
Tennessee
$1.9M +$803K +10,370 +73%
CFA
610
Carroll Financial Associates
North Carolina
$1.9M +$799K +11,142 +73%
PWW
611
Pettyjohn Wood & White
Virginia
$1.89M +$173K +2,496 +10%
CSIA
612
Charles Schwab Investment Advisory
California
$1.89M -$185M -2,664,687 -99%
LDFR
613
Lehman & Derafelo Financial Resources
Pennsylvania
$1.86M +$1.86M +26,842 New
MWM
614
MorganRosel Wealth Management
Colorado
$1.86M +$1.86M +26,847 New
DWA
615
Dougherty Wealth Advisers
Minnesota
$1.83M +$1.83M +23,782 New
CBFP
616
Cedar Brook Financial Partners
Ohio
$1.82M +$1.82M +26,232 New
APC
617
Aspire Private Capital
North Carolina
$1.81M +$1.81M +26,153 New
HSBC Holdings
618
HSBC Holdings
United Kingdom
$1.8M +$1.19M +17,228 +198%
1WA
619
180 Wealth Advisors
Washington
$1.79M -$44K -504 -2%
CCMG
620
Clark Capital Management Group
Pennsylvania
$1.79M -$374K -5,393 -17%
CGH
621
Crossmark Global Holdings
Texas
$1.79M -$212K -3,063 -11%
TFF
622
The Family Firm
Maryland
$1.77M -$2.98K -43 -0.2%
SWA
623
Sutton Wealth Advisors
Florida
$1.77M +$396K +5,709 +29%
PP
624
PrairieView Partners
Minnesota
$1.77M +$129K +1,862 +8%
FCA
625
FinTrust Capital Advisors
South Carolina
$1.76M +$1.76M +25,337 New
23 24
25
26 27