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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 %
ZF
1026
Zhang Financial
Michigan
$360K – – –
VCA
1027
Verdence Capital Advisors
Maryland
$360K +$76.7K +1,108 +27%
NSB
1028
Norway Savings Bank
Maine
$359K -$34.6K -500 -9%
CNB
1029
Camden National Bank
Maine
$359K +$359K +5,186 New
CC
1030
Cadinha & Co
Hawaii
$356K -$1.87M -26,996 -84%
CWM
1031
Chesapeake Wealth Management
Virginia
$355K +$355K +5,116 New
KCP
1032
KDI Capital Partners
North Carolina
$354K +$96.5K +1,391 +37%
OWM
1033
Orgel Wealth Management
Wisconsin
$349K – – –
Fisher Asset Management
1034
Fisher Asset Management
Washington
$348K -$94K -1,356 -21%
MC
1035
Martin & Co
Tennessee
$348K – – –
HCIA
1036
Hochman Cole Investment Advisors
Illinois
$348K +$61.4K +887 +21%
GC
1037
Gibson Capital
Pennsylvania
$347K – – –
SC
1038
Scholtz & Company
Connecticut
$347K – – –
HPC
1039
Hobart Private Capital
North Carolina
$345K +$20.4K +294 +6%
MCM
1040
Mitchell Capital Management
Kansas
$344K -$20.9K -302 -6%
LFG
1041
LifePlan Financial Group
Ohio
$343K +$72.7K +1,047 +27%
SA
1042
Strategic Advisors
New York
$342K -$69.3K -1,001 -17%
TW
1043
Transform Wealth
Colorado
$339K – – –
MOS
1044
MGO One Seven
Ohio
$339K +$31.2K +450 +10%
BI
1045
Ballast Inc
Kentucky
$338K – – –
SFG
1046
SNS Financial Group
Minnesota
$338K +$77.3K +1,114 +30%
IC
1047
Inscription Capital
Texas
$338K +$338K +4,876 New
SC
1048
SouthState Corp
Florida
$336K +$141K +2,035 +72%
MCM
1049
McRae Capital Management
New Jersey
$335K +$29.1K +420 +10%
JA
1050
JOYN Advisors
Georgia
$334K – – –
40 41
42
43 44