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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 %
ICM
1101
IMS Capital Management
Oregon
$277K +$277K +3,995 New
SMG
1102
Spectrum Management Group
Indiana
$276K – – –
AC
1103
Alexandria Capital
Virginia
$274K +$274K +3,952 New
HA
1104
Harborview Advisors
Maine
$273K -$3.81K -55 -1%
Wealth Enhancement Advisory Services
1105
Wealth Enhancement Advisory Services
Minnesota
$272K +$70.6K +932 +35%
AIM
1106
Axiom Investment Management
New York
$272K +$272K +3,926 New
SAM
1107
Silvercrest Asset Management
New York
$271K +$2.08K +30 +0.8%
VBFG
1108
Vishria Bird Financial Group
Tennessee
$269K – – –
MG
1109
Mather Group
Illinois
$261K +$261K +3,758 New
MWM
1110
Merriman Wealth Management
Washington
$258K +$778 +11 +0.3%
ANB
1111
Amarillo National Bank
Texas
$255K – – –
HCA
1112
Harbour Capital Advisors
Virginia
$255K +$255K +3,675 New
BCA
1113
Bay Colony Advisors
Massachusetts
$252K -$33.1K -478 -12%
AWA
1114
Acorn Wealth Advisors
Michigan
$252K -$12.5K -171 -5%
SKK
1115
Shepherd Kaplan Krochuk
Massachusetts
$250K +$138 +2 +0.1%
MCIA
1116
Mountain Capital Investment Advisors
Colorado
$250K +$71.3K +1,028 +40%
SSWM
1117
Sheets Smith Wealth Management
North Carolina
$249K +$69 +1 +0%
WAOTB
1118
Wealth Advisors of Tampa Bay
Florida
$248K -$39.8K -577 -14%
FCH
1119
Freestone Capital Holdings
Washington
$248K +$75.1K +1,082 +43%
SIAS
1120
Shine Investment Advisory Services
Colorado
$247K +$219K +3,170 +793%
CS
1121
Cannell & Spears
New York
$246K +$30.9K +446 +14%
CIM
1122
Confluence Investment Management
Missouri
$244K -$7.5K -108 -3%
IIC
1123
Integrated Investment Consultants
Michigan
$244K +$624 +9 +0.3%
WC
1124
Woodstock Corp
Massachusetts
$244K +$5.2K +75 +2%
CFG
1125
Cooper Financial Group
California
$243K +$243K +3,512 New
43 44
45
46 47