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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 %
SCA
726
Stonebridge Capital Advisors
Minnesota
$1.26M +$19.7K +284 +2%
KBFS
727
Kohmann Bosshard Financial Services
Ohio
$1.24M – – –
FNBOSM
728
First National Bank of South Miami
Florida
$1.24M +$1.24M +16,193 New
EPA
729
Element Pointe Advisors
Florida
$1.24M +$1.24M +17,894 New
RMDI
730
R.M. Davis Inc
Maine
$1.23M +$432K +6,225 +54%
MSAM
731
Moloney Securities Asset Management
Missouri
$1.23M +$41.4K +597 +3%
SFA
732
Sequoia Financial Advisors
Ohio
$1.23M +$2.01K +29 +0.2%
BJ
733
Brouwer & Janachowski
California
$1.2M -$7.83K -113 -0.6%
NCM
734
Narwhal Capital Management
Georgia
$1.18M -$159K -2,299 -12%
MCM
735
Maple Capital Management
Vermont
$1.18M -$4.16K -60 -0.4%
RI
736
RPTC Inc
Wyoming
$1.18M – – –
SAS
737
Stelac Advisory Services
New York
$1.17M +$69.3K +1,000 +6%
KWM
738
Kingsview Wealth Management
Oregon
$1.16M +$61.2K +882 +6%
AF
739
Advisornet Financial
Minnesota
$1.16M +$182K +2,632 +19%
SCA
740
STALEY CAPITAL ADVISERS
Pennsylvania
$1.16M +$17.3K +249 +2%
ST
741
Somerset Trust
Pennsylvania
$1.15M -$555 -8 -0%
TI
742
Truepoint Inc
Ohio
$1.15M +$319K +4,604 +38%
AEPG
743
American Economic Planning Group
New Jersey
$1.15M -$52.7K -760 -4%
CTB
744
Country Trust Bank
Illinois
$1.15M +$1.15M +16,523 +50,070%
TF
745
Tompkins Financial
New York
$1.15M – – –
CBN
746
Cadence Bank NA
Texas
$1.14M +$144K +2,078 +14%
Rockefeller Capital Management
747
Rockefeller Capital Management
New York
$1.13M +$382K +5,518 +51%
GIA
748
Gladstone Institutional Advisory
Florida
$1.13M +$1.13M +16,300 New
WJA
749
Williams Jones & Associates
New York
$1.13M -$5.08M -73,232 -82%
TA
750
TFG Advisers
Michigan
$1.13M +$1.13M +16,290 New
28 29
30
31 32