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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 %
EWM
801
Evercore Wealth Management
New York
$892K +$441K +6,353 +98%
CIBC World Market
802
CIBC World Market
Ontario, Canada
$891K -$70.5K -1,017 -7%
IAA
803
Independent Advisor Alliance
North Carolina
$885K -$49.6K -646 -5%
VHAM
804
Van Hulzen Asset Management
California
$883K -$379K -5,461 -30%
EP
805
Edgestream Partners
New Jersey
$883K +$883K +12,737 New
TH
806
TCTC Holdings
Texas
$872K +$3.47K +50 +0.4%
AOWM
807
Alpha Omega Wealth Management
Virginia
$871K +$57.8K +834 +7%
PTB
808
Pioneer Trust Bank
Oregon
$868K – – –
BA
809
Bristlecone Advisors
Washington
$865K +$69 +1 +0%
PS
810
Portfolio Solutions
Michigan
$864K +$126K +1,820 +17%
HH
811
Hilltop Holdings
Texas
$861K -$5.13M -74,006 -86%
AWM
812
Avior Wealth Management
Nebraska
$854K +$30.5K +440 +4%
AFNAS
813
American Financial Network Advisory Services
California
$853K -$12.7K -183 -1%
TTWM
814
TCV Trust & Wealth Management
Virginia
$850K – – –
BOS
815
Bingham Osborn & Scarborough
California
$850K +$202K +2,918 +31%
FCFC
816
First Commonwealth Financial Corp
Pennsylvania
$831K +$205K +2,955 +33%
TIA
817
Tiemann Investment Advisors
California
$830K +$102K +1,466 +14%
WAP
818
Wealthcare Advisory Partners
Pennsylvania
$829K -$218K -3,146 -21%
PMFA
819
Plante Moran Financial Advisors
Michigan
$821K +$34.6K +500 +4%
ACG
820
Allen Capital Group
Nebraska
$808K +$404K +5,325 +100%
PL
821
Plancorp LLC
Missouri
$803K – – –
MFT
822
Moisand Fitzgerald Tamayo
Florida
$797K +$3.47K +50 +0.4%
GG
823
GenWealth Group
New Jersey
$795K -$2.63K -38 -0.3%
CCA
824
Clearwater Capital Advisors
Illinois
$795K +$450K +6,494 +131%
WF
825
Welch & Forbes
Massachusetts
$794K +$423K +6,104 +114%
31 32
33
34 35