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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 %
AF
976
Alerus Financial
North Dakota
$444K – – –
BWP
977
BSW Wealth Partners
Colorado
$443K +$443K +6,384 New
ST
978
Sageworth Trust
Pennsylvania
$440K – – –
BWCS
979
Beirne Wealth Consulting Services
Connecticut
$440K +$440K +6,354 New
OCM
980
Oakwood Capital Management
California
$439K +$439K +6,339 New
CFSG
981
Community Financial Services Group
Vermont
$438K +$7.28K +105 +2%
NGA
982
Naples Global Advisors
Florida
$432K -$114K -1,550 -21%
MPM
983
Meritage Portfolio Management
Kansas
$431K – – –
SHA
984
Seneca House Advisors
Virginia
$428K +$35.7K +515 +9%
CCP
985
Corient Capital Partners
California
$426K – – –
BIA
986
Biondo Investment Advisors
Pennsylvania
$424K +$10.4K +150 +3%
FA
987
Financial Advisors
Massachusetts
$423K +$423K +6,100 New
SBIA
988
Sheaff Brock Investment Advisors
Indiana
$421K +$28.1K +405 +7%
HCM
989
Howland Capital Management
Massachusetts
$420K -$3.47K -50 -0.8%
SFSIG
990
San Francisco Sentry Investment Group
California
$420K +$9.92K +143 +2%
TRSOTSOK
991
Teachers Retirement System of the State of Kentucky
Kentucky
$416K +$104K +1,503 +33%
ONST
992
Old North State Trust
North Carolina
$416K +$213K +3,077 +105%
LFPWM
993
Leicht Financial Planning & Wealth Management
New Jersey
$412K -$390K -5,635 -49%
IIA
994
IPG Investment Advisors
California
$411K +$108K +1,553 +35%
DSC
995
Duncker Streett & Co
Missouri
$405K -$59.8K -863 -13%
OC
996
Oarsman Capital
Wisconsin
$402K -$7.01K -101 -2%
HIS
997
Horizon Investment Services
Indiana
$401K -$46.9K -676 -10%
NWP
998
Northstar Wealth Partners
Connecticut
$400K +$191K +2,750 +91%
LCM
999
Logan Capital Management
Pennsylvania
$399K +$12.8K +185 +3%
TC
1000
TownSquare Capital
Utah
$399K +$399K +5,136 New
38 39
40
41 42