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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 %
SSWM
926
Smith Salley Wealth Management
North Carolina
$533K -$2.63K -38 -0.5%
DHFB
927
Dixon Hubard Feinour & Brown
Virginia
$531K – – –
RWA
928
River Wealth Advisors
Pennsylvania
$530K +$159K +2,297 +43%
WCWM
929
Wooster Corthell Wealth Management
Connecticut
$529K +$361K +5,210 +215%
PWS
930
Peloton Wealth Strategists
Indiana
$528K -$183K -2,633 -26%
ACP
931
Aviance Capital Partners
Florida
$528K – – –
BA
932
BKS Advisors
Michigan
$528K – – –
MLIC
933
Mandatum Life Insurance Company
Finland
$527K -$61.3K -884 -10%
HIC
934
Holderness Investments Company
North Carolina
$521K -$422K -6,085 -45%
BB
935
Busey Bank
Illinois
$521K -$69 -1 -0%
PFA
936
Pure Financial Advisors
California
$520K +$520K +7,502 New
DACG
937
Donor Advised Charitable Giving
California
$519K +$56.8K +819 +12%
EFS
938
Essex Financial Services
Connecticut
$516K -$2.13M -30,769 -81%
JCM
939
Jacobi Capital Management
Pennsylvania
$514K +$223K +3,223 +77%
AFM
940
Andesa Financial Management
Pennsylvania
$509K -$330K -4,773 -39%
GWMIA
941
Global Wealth Management Investment Advisory
Florida
$509K +$509K +7,336 New
BFM
942
Broadview Financial Management
Wisconsin
$500K -$34.7K -500 -6%
TRCT
943
Tower Research Capital (TRC)
New York
$500K +$496K +7,150 +12,328%
CB
944
Cadence Bank
Mississippi
$496K – – –
WSTAM
945
Wilbanks Smith & Thomas Asset Management
Virginia
$495K -$40.5K -584 -8%
M
946
MOTCO
Texas
$495K +$10.6K +153 +2%
GMA
947
Goldstein Munger & Associates
California
$493K – – –
KIA
948
KCM Investment Advisors
California
$493K – – –
CG
949
Corundum Group
Colorado
$493K +$493K +7,106 New
CANC
950
Culbertson A N & Co
Virginia
$489K +$67.6K +975 +16%
36 37
38
39 40