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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 %
Toronto Dominion Bank
1051
Toronto Dominion Bank
Ontario, Canada
$334K +$167K +2,411 +100%
SS
1052
Sunbelt Securities
Texas
$332K +$3.46K +50 +1%
MCM
1053
Monument Capital Management
Virginia
$331K +$40.3K +581 +14%
AWM
1054
Apollon Wealth Management
South Carolina
$330K +$330K +4,298 New
CHC
1055
City Holding Co
West Virginia
$328K +$26.3K +380 +9%
LC
1056
Lourd Capital
California
$325K -$29.1K -420 -8%
KP
1057
Keel Point
Alabama
$325K +$104K +1,502 +47%
MFGP
1058
Marshall Financial Group (Pennsylvania)
Pennsylvania
$323K +$323K +4,653 New
SFS
1059
Searcy Financial Services
Kansas
$323K +$323K +4,666 New
CMI
1060
Clare Market Investments
Texas
$322K +$322K +4,652 New
MFBTD
1061
MB Financial Bank - Trust Department
Illinois
$322K -$73.7K -1,065 -19%
Fayez Sarofim & Co
1062
Fayez Sarofim & Co
Texas
$322K +$139K +2,000 +76%
PG
1063
Proffitt & Goodson
Tennessee
$322K +$322K +4,639 New
AFA
1064
American Financial Advisors
Georgia
$320K +$320K +4,620 New
PFGIA
1065
Patriot Financial Group Insurance Agency
Massachusetts
$317K +$12K +173 +4%
WCM
1066
WealthBridge Capital Management
Ohio
$317K +$317K +4,574 New
RFWA
1067
RPg Family Wealth Advisory
Massachusetts
$315K -$13.9K -200 -4%
SW
1068
SlateStone Wealth
Florida
$313K +$313K +4,522 New
APP
1069
Avantax Planning Partners
Iowa
$311K -$3.54K -51 -1%
SDWMA
1070
Schneider Downs Wealth Management Advisors
Pennsylvania
$311K +$485 +7 +0.2%
CA
1071
Commerzbank Aktiengesellschaft
Germany
$308K – – –
ACM
1072
AlphaStar Capital Management
North Carolina
$307K +$8.67K +125 +3%
SYBT
1073
Stock Yards Bank & Trust
Kentucky
$307K +$30.3K +437 +11%
CG
1074
Cutler Group
California
$307K +$307K +4,434 New
SC
1075
Scotia Capital
Ontario, Canada
$306K -$68.6K -991 -18%
41 42
43
44 45