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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 %
BCA
1226
Bray Capital Advisors
Florida
$79K +$44.2K +635 +127%
POIA
1227
Pin Oak Investment Advisors
Texas
$76K +$34.4K +497 +83%
PCM
1228
Princeton Capital Management
New Jersey
$74K +$18.7K +270 +34%
IDBONY
1229
Israel Discount Bank of New York
New York
$69K – – –
MAU
1230
MRA Associates USA
Arizona
$69K +$69K +1,000 New
NCM
1231
New Capital Management
Texas
$68K – – –
GI
1232
Gradient Investments
Minnesota
$68K +$5.17K +75 +8%
VRM
1233
Vectors Research Management
New York
$68K +$68K +980 New
UB
1234
UMB Bank
Missouri
$66.3K +$1.2K +17,258 +2%
LWA
1235
Lenox Wealth Advisors
New York
$65K +$622 +9 +1%
TSW
1236
Thompson Siegel & Walmsley
Virginia
$62K – – –
WTB
1237
Washington Trust Bank
Washington
$58K – – –
KCM
1238
Karp Capital Management
California
$58K +$58K +833 New
SJIM
1239
St. Johns Investment Management
Florida
$55K – – –
FFC
1240
First Financial Corp
Indiana
$55K – – –
LJHT
1241
Laurie J. Hall Trustee
$54K -$87.8K -1,122 -62%
AQA
1242
Alpha Quant Advisors
Texas
$52K +$52K +752 New
PGWM
1243
Parisi Gray Wealth Management
New Jersey
$50K +$48.8K +702 +3,900%
EI
1244
Ellevest Inc
New York
$49K +$49K +700 New
AIM
1245
Anchor Investment Management
South Carolina
$48K – – –
PCP
1246
Proficio Capital Partners
Massachusetts
$47K – – –
SIS
1247
Sound Income Strategies
Florida
$46K -$9.49K -138 -17%
DAM
1248
Delta Asset Management
Tennessee
$44K +$16.9K +243 +63%
BWA
1249
Burt Wealth Advisors
Maryland
$43K -$24.4K -353 -36%
MRCM
1250
M&R Capital Management
New Jersey
$41K – – –
48 49
50
51 52