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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
$295M
2
State Street
State Street
Massachusetts
$214M
3
Bank of America
Bank of America
North Carolina
$2.09B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$511M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$167M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
CWM
Cornerstone Wealth Management
Missouri
$4.88M
3
CSIA
Charles Schwab Investment Advisory
California
$1.89M
4
HNB
Huntington National Bank
Ohio
$137M
5
Wells Fargo
Wells Fargo
California
$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$57.3M +$18.9M +272,493 +49%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$57M +$6.87M +99,155 +14%
Citigroup
53
Citigroup
New York
$54.4M +$1.6M +23,046 +3%
GT
54
Greenleaf Trust
Michigan
$53.2M +$5.53M +79,727 +12%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$51.5M -$13.2M -190,711 -20%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$50M +$1.38M +19,964 +3%
PV
57
Private Vista
Illinois
$49.7M +$835K +12,049 +2%
NA
58
NextCapital Advisers
Illinois
$49.4M +$22.1M +320,602 +81%
TF
59
TIAA FSB
Florida
$49.1M +$5.11M +73,755 +12%
VFA
60
Voya Financial Advisors
Connecticut
$48.5M +$1.23M +17,859 +3%
SAS
61
Sage Advisory Services
Texas
$48.5M +$3.89M +56,101 +9%
WCF
62
West Coast Financial
California
$48M +$3.74M +53,902 +8%
DWM
63
Destination Wealth Management
California
$47.9M +$895K +12,914 +2%
GBA
64
Global Beta Advisors
Pennsylvania
$47.3M +$47.3M +682,520 New
MML Investors Services
65
MML Investors Services
Massachusetts
$47M +$3.35M +48,367 +8%
CIA
66
Choate Investment Advisors
Massachusetts
$46.8M +$46.8M +674,407 New
Lazard Asset Management
67
Lazard Asset Management
New York
$44.9M +$8.83M +127,388 +25%
Mariner
68
Mariner
Kansas
$42.8M +$13.5M +194,589 +46%
AIM
69
Astor Investment Management
Illinois
$42.7M +$2.57M +37,073 +6%
HL
70
HeadInvest LLC
Maine
$42.3M +$21.2M +306,262 +101%
WANY
71
Wealthspire Advisors (New York)
New York
$41.9M +$41.9M +604,208 New
SLT
72
St Louis Trust
Missouri
$40.4M -$1.57M -22,671 -4%
OAM
73
Oppenheimer Asset Management
New York
$39.7M +$99.8K +1,440 +0.3%
HFS
74
HL Financial Services
Kentucky
$39.5M +$19.8M +285,243 +100%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$37.9M +$8.66M +125,355 +30%
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