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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 %
BAM
876
Belpointe Asset Management
Nevada
$637K -$931K -13,413 -59%
PFA
877
Pathway Financial Advisors
Vermont
$636K -$31.9K -460 -5%
APW
878
Acima Private Wealth
Virginia
$636K +$636K +9,174 New
RWA
879
Ropes Wealth Advisors
Massachusetts
$632K – – –
VCM
880
Vivaldi Capital Management
Illinois
$632K +$221K +3,183 +54%
SCM
881
SOL Capital Management
Maryland
$631K +$27.7K +400 +5%
CI
882
CX Institutional
Indiana
$631K +$613K +8,841 +3,362%
CWM
883
Calamos Wealth Management
Illinois
$627K -$369K -5,321 -37%
EWM
884
Endurance Wealth Management
Rhode Island
$626K +$26.9K +388 +4%
WPA
885
West Paces Advisors
Georgia
$626K +$69 +1 +0%
Neuberger Berman Group
886
Neuberger Berman Group
New York
$618K -$40.7K -587 -6%
TI
887
Tidal Investments
Wisconsin
$618K +$618K +8,925 New
OC
888
Oakworth Capital
Alabama
$617K +$36.2K +522 +6%
BFA
889
Beaumont Financial Advisors
Massachusetts
$616K -$3.01M -43,394 -83%
SFA
890
Semmax Financial Advisors
North Carolina
$614K +$614K +8,864 New
EWF
891
Epstein & White Financial
California
$613K -$2.41M -35,197 -80%
BPC
892
Banque Pictet & Cie
Switzerland
$612K +$266K +3,835 +77%
FPCP
893
Fort Point Capital Partners
California
$610K +$155K +2,231 +34%
RMAM
894
Raab & Moskowitz Asset Management
New Jersey
$609K +$551K +7,961 +950%
MOACM
895
Mutual of America Capital Management
New York
$604K +$53.4K +770 +10%
FMWA
896
Forvis Mazars Wealth Advisors
Missouri
$602K -$213K -3,074 -26%
HFS
897
Haverford Financial Services
Pennsylvania
$600K +$130K +1,870 +28%
FHC
898
First Heartland Consultants
Missouri
$599K -$64.1K -925 -10%
OBGC
899
O'Brien Greene & Co
Pennsylvania
$595K +$595K +8,580 New
TA
900
Trellis Advisors
Washington
$593K – – –
34 35
36
37 38