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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
$295M
2
State Street
State Street
Massachusetts
$214M
3
Bank of America
Bank of America
North Carolina
$2.09B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$511M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$167M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
CWM
Cornerstone Wealth Management
Missouri
$4.88M
3
CSIA
Charles Schwab Investment Advisory
California
$1.89M
4
HNB
Huntington National Bank
Ohio
$137M
5
Wells Fargo
Wells Fargo
California
$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$29M -$34.7M -500,805 -54%
VFA
102
Valeo Financial Advisors
Indiana
$29M +$1.55M +22,294 +6%
FBFS
103
First Business Financial Services
Wisconsin
$28M +$16.5M +238,605 +145%
BSB
104
Bangor Savings Bank
Maine
$27.6M -$850K -12,264 -3%
TC
105
Telemus Capital
Michigan
$27.4M +$5.07M +73,140 +23%
WA
106
Wealth Architects
California
$27.3M +$928K +13,384 +4%
AI
107
Accredited Investors
Minnesota
$27.2M +$3.94M +56,872 +17%
CTA
108
Chesley Taft & Associates
Illinois
$27M -$5.39M -77,691 -17%
CAG
109
Crestwood Advisors Group
Massachusetts
$26.4M -$185K -2,663 -0.7%
SWM
110
SigFig Wealth Management
California
$26.1M +$3.82M +55,436 +17%
PP
111
Pegasus Partners
Wisconsin
$25.8M -$3.51M -50,683 -12%
AAS
112
Annex Advisory Services
Wisconsin
$25.7M -$369K -5,326 -1%
BP
113
Ballentine Partners
Massachusetts
$25.7M -$885K -12,772 -3%
ECM
114
ETrade Capital Management
Virginia
$25.7M +$3.54M +51,062 +16%
DT
115
Diversified Trust
Tennessee
$25.4M +$908K +13,103 +4%
SF
116
Synovus Financial
Georgia
$24.7M -$24.7M -355,680 -50%
CCM
117
Covington Capital Management
California
$24.5M +$78.1K +1,126 +0.3%
BCI
118
Brinker Capital Investments
Pennsylvania
$24.4M -$618K -8,913 -2%
PI
119
Pachira Investments
California
$24.2M -$620K -8,942 -2%
JWA
120
JFS Wealth Advisors
Pennsylvania
$24.2M -$408K -5,890 -2%
SPC
121
Sigma Planning Corp
Michigan
$23.6M -$8.3M -119,700 -26%
MFW
122
Meristem Family Wealth
Minnesota
$23.3M -$590K -8,508 -2%
FT
123
Fiduciary Trust
Massachusetts
$23.3M +$15M +215,901 +180%
BTS
124
BB&T Securities
Virginia
$23.1M -$7.22M -104,199 -24%
CFIA
125
Cantor Fitzgerald Investment Advisors
New York
$23M -$8.45M -121,873 -27%
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5
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