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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 %
IWMA
651
Ironwood Wealth Management (Arizona)
Arizona
$1.63M -$11.2K -161 -0.7%
TCOT
652
Trust Company of Toledo
Ohio
$1.63M -$624 -9 -0%
CCP
653
Cardan Capital Partners
Colorado
$1.62M +$126K +1,821 +8%
GFP
654
Gryphon Financial Partners
Ohio
$1.62M +$916K +11,813 +130%
BCM
655
Brasada Capital Management
Texas
$1.62M -$206K -2,974 -11%
WHG
656
Westwood Holdings Group
Texas
$1.59M +$1.42M +20,420 +800%
NC
657
NewSquare Capital
Pennsylvania
$1.59M -$4.16M -59,987 -72%
HWA
658
Heritage Way Advisors
Illinois
$1.59M +$108K +1,565 +7%
QCM
659
Quest Capital Management
Texas
$1.59M +$1.59M +22,883 New
VIM
660
Vista Investment Management
Pennsylvania
$1.58M -$13.8K -199 -0.9%
Invesco
661
Invesco
Georgia
$1.58M -$207K -2,980 -12%
TFCP
662
Twin Focus Capital Partners
Massachusetts
$1.57M +$572K +8,255 +58%
AF
663
Apexium Financial
Texas
$1.56M +$1.56M +22,561 New
9WM
664
9258 Wealth Management
Ohio
$1.56M +$1.56M +22,527 New
SEIA
665
Signature Estate & Investment Advisors
California
$1.56M +$210K +3,026 +16%
LW
666
Linscomb Wealth
Texas
$1.56M +$1.23M +17,769 +379%
MSWMA
667
Market Street Wealth Management Advisors
Indiana
$1.56M +$1.56M +22,464 New
ACM
668
AUA Capital Management
Pennsylvania
$1.56M – – –
RPGK
669
Retirement Planning Group (Kansas)
Kansas
$1.55M -$96.7K -1,395 -6%
PFM
670
Parsec Financial Management
North Carolina
$1.53M +$142K +2,044 +10%
CSIC
671
Clifford Swan Investment Counsel
California
$1.53M +$1.12M +16,202 +278%
VWM
672
Venturi Wealth Management
Texas
$1.53M -$9.5M -138,939 -86%
CCG
673
Cypress Capital Group
Florida
$1.52M -$1.2M -17,351 -44%
DBRC
674
D.B. Root & Company
Pennsylvania
$1.52M +$56K +808 +4%
IWC
675
Integrated Wealth Concepts
Massachusetts
$1.51M +$221K +3,193 +17%
25 26
27
28 29