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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 %
BCM
901
Brookmont Capital Management
Texas
$589K -$1.67K -24 -0.3%
CCB
902
Cutter & Co Brokerage
Missouri
$586K +$405K +5,844 +224%
EF
903
Empirical Finance
Pennsylvania
$577K +$577K +8,321 New
MHS
904
M Holdings Securities
Oregon
$573K +$74.9K +1,080 +15%
S
905
SignatureFD
Georgia
$572K -$90.3K -1,302 -14%
KLCM
906
KG&L Capital Management
Louisiana
$565K +$565K +8,073 New
SFG
907
StrategIQ Financial Group
Indiana
$564K +$342K +4,934 +154%
DI
908
DFPG Investments
Utah
$561K +$561K +8,090 New
BW
909
Bison Wealth
Georgia
$560K -$25.1K -363 -4%
GCA
910
Gradient Capital Advisors
California
$557K +$11.2K +161 +2%
BAM
911
Berkshire Asset Management
Pennsylvania
$555K +$139K +2,000 +33%
SFM
912
Signature Financial Management
Virginia
$554K – – –
SNT
913
Security National Trust
West Virginia
$552K -$68.2K -985 -11%
SCG
914
Sonata Capital Group
Washington
$551K -$51.6K -745 -9%
FWIA
915
Fort Washington Investment Advisors
Ohio
$549K +$549K +7,914 New
BCWM
916
Bartlett & Co Wealth Management
Ohio
$546K -$67.6K -975 -11%
BC
917
Bartlett & Co
Ohio
$546K -$67.5K -975 -11%
MMHP
918
Murphy Middleton Hinkle & Parker
Georgia
$546K – – –
CCMD
919
Cypress Capital Management (Delaware)
Delaware
$542K +$542K +7,826 New
FPCG
920
Fort Pitt Capital Group
Pennsylvania
$541K +$258K +3,729 +91%
CI
921
Cigna Investments
Connecticut
$540K +$13.9K +200 +3%
6M
922
6 Meridian
Kansas
$540K +$185K +2,674 +52%
FA
923
FMA Advisory
Pennsylvania
$539K +$35.2K +508 +7%
BCM
924
BTC Capital Management
Iowa
$538K – – –
FNC
925
First National Corp
Massachusetts
$536K +$536K +7,728 New
35 36
37
38 39