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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 %
CH
1201
Canton Hathaway
Rhode Island
$146K +$39K +563 +36%
KPW
1202
Kore Private Wealth
New York
$145K +$145K +2,092 New
BRC
1203
Bell Rock Capital
Delaware
$144K -$12.2K -176 -8%
SFM
1204
Systematic Financial Management
New Jersey
$143K +$143K +2,065 New
LCOV
1205
London Company of Virginia
Virginia
$141K +$141K +2,039 New
NSG
1206
Nalls Sherbakoff Group
Tennessee
$139K +$139K +2,000 New
SWM
1207
SeaCrest Wealth Management
New York
$138K +$48.5K +701 +54%
ACS
1208
Archford Capital Strategies
Illinois
$130K – – –
KTC
1209
Kistler-Tiffany Companies
Pennsylvania
$127K +$4.31K +62 +4%
RCAG
1210
Rehmann Capital Advisory Group
Michigan
$124K -$11.1M -159,614 -99%
WAS
1211
WESPAC Advisors SoCal
California
$121K -$91K – –
CA
1212
Centerpoint Advisors
Massachusetts
$120K +$116K +1,684 +3,238%
FPB
1213
First PREMIER Bank
South Dakota
$113K +$55.1K +800 +95%
WCM
1214
Wealthcare Capital Management
Virginia
$110K -$77.6K -1,118 -41%
GWS
1215
Glassman Wealth Services
Virginia
$109K -$4.84K -70 -4%
OIA
1216
Optimum Investment Advisors
Illinois
$109K +$623 +9 +0.6%
FRA
1217
Front Row Advisors
California
$97K -$11.2K -162 -10%
JWM
1218
Janiczek Wealth Management
Colorado
$97K +$1.39K +20 +1%
EDRH
1219
Edmond de Rothschild Holding
Switzerland
$96K – – –
BAM
1220
Bruderman Asset Management
New York
$95K +$95K +1,365 New
SL
1221
Salomon & Ludwin
Virginia
$93K +$93K +1,340 New
ADL
1222
Asset Dedication LLC
California
$89K +$3.72K +53 +4%
GT
1223
Glenmede Trust
Pennsylvania
$87.8K +$34.1K +491,848 +63%
PWMG
1224
Prestige Wealth Management Group
New Jersey
$83K +$83K +1,201 New
AWM
1225
Aevitas Wealth Management
Massachusetts
$81K +$620 +9 +0.8%
47 48
49
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