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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 %
WB
951
WesBanco Bank
West Virginia
$484K -$1.52M -22,017 -76%
AllianceBernstein
952
AllianceBernstein
Tennessee
$483K -$152K -2,188 -24%
PCA
953
Personal Capital Advisors
California
$482K +$283K +4,079 +142%
RWP
954
RWA Wealth Partners
Massachusetts
$481K -$222K -3,205 -32%
CHA
955
Carmichael Hill & Associates
Maryland
$479K +$2.84K +41 +0.6%
OFG
956
OmniStar Financial Group
North Carolina
$477K +$49.6K +716 +12%
CA
957
Claro Advisors
Massachusetts
$477K +$477K +5,463 New
MWM
958
Modera Wealth Management
New Jersey
$476K – – –
EAM
959
Evanson Asset Management
California
$476K +$555 +8 +0.1%
PCM
960
Perritt Capital Management
Illinois
$475K +$43.2K +624 +10%
SWM
961
Stockman Wealth Management
Montana
$475K +$68.9K +995 +17%
HCM
962
Harvest Capital Management
New Hampshire
$472K +$9.07K +131 +2%
LCC
963
Lincoln Capital Corp
Rhode Island
$471K – – –
BFA
964
Bragg Financial Advisors
North Carolina
$470K – – –
FNBOO
965
First National Bank of Omaha
Nebraska
$469K -$158K -2,276 -25%
PD
966
Planning Directions
Pennsylvania
$464K +$27.8K +401 +6%
WCM
967
Weatherstone Capital Management
Colorado
$464K +$464K +5,324 New
PAM
968
Peak Asset Management
Colorado
$463K -$61.3K -884 -12%
TCM
969
Tufton Capital Management
Maryland
$463K – – –
SRC
970
Shufro Rose & Co
New York
$462K – – –
MC
971
Moors & Cabot
Massachusetts
$453K -$19.1K -277 -4%
AFP
972
Ausdal Financial Partners
Iowa
$448K -$471K -6,796 -51%
BI
973
Bredin Investment
Delaware
$446K – – –
WPP
974
Whalerock Point Partners
Rhode Island
$446K +$40.2K +580 +10%
OFG
975
Oxford Financial Group
Indiana
$444K – – –
37 38
39
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