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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 %
OAM
1076
Oak Asset Management
California
$305K -$16.1K -232 -5%
FA
1077
Fortis Advisors
Pennsylvania
$305K +$625 +9 +0.2%
RFA
1078
Reilly Financial Advisors
California
$304K -$159K -2,295 -34%
PCIA
1079
Prime Capital Investment Advisors
Kansas
$304K +$304K +4,383 New
BA
1080
Boston Advisors
Massachusetts
$302K +$64.4K +928 +27%
SCC
1081
Spring Creek Capital
Kansas
$301K -$94.7K -1,366 -24%
LIA
1082
LS Investment Advisors
Michigan
$301K – – –
ZCA
1083
Zeke Capital Advisors
Pennsylvania
$300K +$98.1K +1,413 +49%
DI
1084
DAGCO Inc
Ohio
$300K +$300K +4,321 New
FWSM
1085
First Wilshire Securities Management
California
$298K – – –
ANTB
1086
AMG National Trust Bank
Colorado
$298K – – –
FIM
1087
Frontier Investment Management
Texas
$296K -$113K -1,634 -28%
VAM
1088
Visionary Asset Management
Texas
$296K -$5.33K -77 -2%
PMG
1089
Private Management Group
California
$295K – – –
CA
1090
Calton & Associates
Florida
$292K +$10.2K +147 +4%
KC
1091
Kingfisher Capital
North Carolina
$292K +$21.3K +307 +8%
MCP
1092
Mirador Capital Partners
California
$291K – – –
GAMC
1093
Garner Asset Management Corp
Texas
$290K +$901 +13 +0.3%
ANBT
1094
American National Bank & Trust
Texas
$289K -$15.6K -225 -5%
AF
1095
Allworth Financial
California
$289K +$102K +1,471 +55%
QCIG
1096
Quad-Cities Investment Group
Iowa
$288K -$32.6K -471 -10%
SFP
1097
Shepherd Financial Partners
Massachusetts
$287K -$10.8K -154 -4%
BFG
1098
Barber Financial Group
Kansas
$285K -$92.8K -1,340 -25%
WA1
1099
Wimmer Associates 1
California
$283K +$20.3K +293 +8%
B
1100
Bridgeworth
Alabama
$280K +$8.78K +127 +3%
42 43
44
45 46