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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 %
LWM
1151
Liberty Wealth Management
California
$223K +$223K +3,222 New
HS
1152
Horan Securities
United States
$222K -$626K -8,538 -74%
FA
1153
FC Advisory
Pennsylvania
$222K +$1.04K +15 +0.5%
LB
1154
Legacy Bridge
Iowa
$222K +$222K +3,204 New
1SB
1155
1ST Source Bank
Indiana
$221K -$11.9K -171 -5%
NCM
1156
Northwest Capital Management
Oregon
$221K +$13.9K +200 +7%
DWM
1157
Doyle Wealth Management
Florida
$220K -$29.2K -421 -12%
NIC
1158
Northwest Investment Counselors
Oregon
$220K +$1.73K +25 +0.8%
HFA
1159
Hoover Financial Advisors
Pennsylvania
$219K +$219K +3,152 New
DP
1160
Dearborn Partners
Illinois
$219K +$219K +3,154 New
CL
1161
Cabana LLC
Arkansas
$215K +$215K +3,100 New
SCM
1162
Stellar Capital Management
Arizona
$214K +$5.62K +81 +3%
WPC
1163
White Pine Capital
Minnesota
$214K +$214K +3,081 New
VCP
1164
Vista Capital Partners
Oregon
$213K – – –
IC
1165
Intersect Capital
California
$213K +$20.8K +300 +11%
Kayne Anderson Rudnick Investment Management
1166
Kayne Anderson Rudnick Investment Management
California
$212K – – –
S
1167
Surevest
California
$212K +$212K +3,065 New
AAP
1168
Arax Advisory Partners
Colorado
$209K -$35.1K -505 -14%
FPFS
1169
First Personal Financial Services
North Carolina
$208K – – –
IWA
1170
Intercontinental Wealth Advisors
Texas
$208K – – –
AWA
1171
AmeriServ Wealth Advisors
Pennsylvania
$207K -$5.49M -79,577 -96%
CBTWT
1172
Community Bank & Trust (Waco, Texas)
Texas
$207K – – –
SNB
1173
Security National Bank
Nebraska
$207K +$207K +2,980 New
CW
1174
CreativeOne Wealth
Kansas
$205K +$205K +2,956 New
OCM
1175
Orser Capital Management
Texas
$204K – – –
45 46
47
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