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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 %
NEPWA
1126
New England Private Wealth Advisors
Massachusetts
$242K -$111K -1,606 -31%
MWPCG
1127
Measured Wealth Private Client Group
New Hampshire
$242K +$70.8K +1,023 +41%
AWM
1128
Altavista Wealth Management
North Carolina
$241K +$53.5K +771 +29%
PP
1129
PagnatoKarp Partners
Virginia
$241K +$241K +3,470 New
HBWM
1130
Hollow Brook Wealth Management
New York
$240K -$53.9K -778 -18%
CCT
1131
Capital City Trust
Florida
$240K – – –
WMA
1132
Wealth Management Associates
New Jersey
$238K +$238K +3,439 New
SFG
1133
SevenBridge Financial Group
Pennsylvania
$238K +$3.13K +45 +1%
NB
1134
Nicolet Bankshares
Wisconsin
$237K -$26.2K -379 -10%
SHGA
1135
Sand Hill Global Advisors
California
$236K -$84.8K -1,222 -26%
JGIA
1136
Jackson Grant Investment Advisers
Connecticut
$235K +$1.8K +26 +0.8%
LA
1137
LexAurum Advisors
Kansas
$235K +$1.94K +28 +0.8%
WP
1138
WMS Partners
Maryland
$234K +$69 +1 +0%
PA
1139
Paracle Advisors
Washington
$231K +$231K +3,333 New
B
1140
Brightworth
Georgia
$230K -$5.97K -86 -3%
EHC
1141
Everett Harris & Co
California
$228K – – –
GFS
1142
GYL Financial Synergies
Connecticut
$228K +$228K +3,283 New
LFG
1143
Larson Financial Group
Missouri
$228K +$228K +3,289 New
WPW
1144
Winthrop Partners - WNY
New York
$227K -$16.7K -241 -7%
DSA
1145
Droms Strauss Advisors
Missouri
$227K +$227K +3,269 New
BCA
1146
Berman Capital Advisors
Georgia
$226K -$256K -3,702 -53%
IIC
1147
Ironwood Investment Counsel
Arizona
$225K +$225K +3,259 New
BDF
1148
Balasa Dinverno & Foltz
$224K -$19.4K -280 -8%
AP
1149
Appleton Partners
Massachusetts
$223K -$62.3K -897 -22%
BWP
1150
Baldwin Wealth Partners
Massachusetts
$223K +$213K +3,070 +2,193%
44 45
46
47 48