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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 %
MIC
826
Meridian Investment Counsel
California
$792K – – –
WEC
827
Winslow Evans & Crocker
Massachusetts
$786K +$8.34K +120 +1%
BWP
828
Bernardo Wealth Planning
Pennsylvania
$779K +$779K +11,240 New
PWP
829
Principle Wealth Partners
Connecticut
$761K +$761K +10,980 New
EIA
830
Eldridge Investment Advisors
New Hampshire
$759K -$32.7K -472 -4%
RhumbLine Advisers
831
RhumbLine Advisers
Massachusetts
$756K -$892K -12,864 -54%
MBTD
832
Mechanics Bank - Trust Department
California
$754K +$208K +3,000 +38%
PSUF
833
People's United Financial
Connecticut
$751K +$208 +3 +0%
BAAM
834
Baker Avenue Asset Management
California
$750K -$56K -808 -7%
UTC
835
Unified Trust Company
Kentucky
$747K +$747K +10,786 New
VDFA
836
Vickerman & Driscoll Financial Advisors
Washington
$738K -$6.17K -89 -0.8%
FBA
837
Front Barnett Associates
Illinois
$736K +$22.5K +325 +3%
KTM
838
Keeler Thomas Management
Utah
$728K -$1.2M -13,611 -62%
TA
839
Townsend & Associates
Colorado
$726K +$44.7K +645 +7%
ACM
840
Aviance Capital Management
Florida
$725K -$38K -549 -5%
ACI
841
Alpha Cubed Investments
California
$725K +$40.8K +589 +6%
CSPIA
842
Cary Street Partners Investment Advisory
Virginia
$723K +$723K +1,044 New
PP
843
Palladium Partners
Virginia
$723K +$77.6K +1,120 +12%
PAI
844
Pittenger & Anderson Inc
Nebraska
$721K +$53.6K +773 +8%
SWA
845
Stratos Wealth Advisors
Ohio
$718K +$718K +10,362 New
SG
846
StoneX Group
New York
$717K -$501K -7,227 -41%
BC
847
Brio Consultants
California
$708K +$708K +10,220 New
SCM
848
Sterling Capital Management
North Carolina
$707K +$260K +3,758 +58%
RCA
849
Rowland Carmichael Advisors
Arizona
$705K -$57.9K -836 -8%
WWM
850
Willingdon Wealth Management
North Carolina
$704K +$64.6K +931 +10%
32 33
34
35 36