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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 %
IAS
1251
IMA Advisory Services
Colorado
$41K – – –
QFA
1252
Quattro Financial Advisors
Texas
$37.4K +$37.4K +500 New
FA
1253
Financial Advantage
Maryland
$37K +$37K +540 New
FDCDDQ
1254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36K +$7.63K +110 +27%
CWA
1255
Clarus Wealth Advisors
Arizona
$36K +$274 +4 +0.8%
JHCP
1256
Jackson Hole Capital Partners
Oklahoma
$35K +$35K +500 New
RFM
1257
Royal Fund Management
Florida
$34K +$3.32K +48 +11%
W
1258
WealthOne
New York
$34K +$34K +485 New
BWM
1259
Baystate Wealth Management
Massachusetts
$33K -$50.9K -678 -61%
FCFS
1260
First Command Financial Services
Texas
$30K +$13.9K +199 +86%
FCB
1261
First Command Bank
Texas
$30K +$13.9K +199 +86%
SFC
1262
SYM Financial Corp
Indiana
$28K – – –
CGT
1263
Capital Guardian Trust
California
$27K -$1.22M -17,752 -98%
RMC
1264
Resources Management Corp
Connecticut
$26K +$26K +381 New
CB
1265
CNB Bank
Pennsylvania
$23K -$18.3K -262 -44%
PCTC
1266
Perkins Coie Trust Company
Washington
$23K – – –
TCM
1267
Tradewinds Capital Management
Washington
$22K – – –
EWM
1268
Edge Wealth Management
New York
$22K – – –
HWA
1269
Heritage Wealth Advisors
Virginia
$22K – – –
TCM
1270
TD Capital Management
Tennessee
$22K +$210 +3 +1%
TFA
1271
Toth Financial Advisory
Virginia
$22K +$5.78K +83 +36%
AIA
1272
Alera Investment Advisors
Illinois
$22K +$22K +320 New
EWM
1273
Elmwood Wealth Management
California
$21K -$12.4K -183 -37%
SIM
1274
Sonora Investment Management
Arizona
$21K +$21K +300 New
VCM
1275
Vigilant Capital Management
Maine
$20K +$6.53K +92 +48%
49 50
51
52 53