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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 %
FGC
1276
Financial Gravity Companies
Texas
$20K +$20K +263 New
RPG
1277
Risk Paradigm Group
Texas
$19.3K – – –
LWA
1278
Lowe Wealth Advisors
Maryland
$19K +$1.06K +15 +6%
FCMT
1279
Founders Capital Management (Texas)
Texas
$19K +$6.91K +100 +57%
PFSC
1280
Peoples Financial Services Corp
Pennsylvania
$17K – – –
WC
1281
Whitnell & Co
Illinois
$16K – – –
OSNBOA
1282
Old Second National Bank of Aurora
Illinois
$15K – – –
BC
1283
Barnett & Company
Tennessee
$15K – – –
LWM
1284
Lenox Wealth Management
Ohio
$15K +$7.02K +102 +88%
RTC
1285
Riverview Trust Company
Washington
$14K +$14K +199 New
RE
1286
RBC Europe
United Kingdom
$13.2K – – –
YWP
1287
YorkBridge Wealth Partners
New York
$13K – – –
SAM
1288
Shamrock Asset Management
Texas
$12K +$70 +1 +0.6%
NA
1289
NewEdge Advisors
Louisiana
$11K +$1.7K +24,454 +18%
SFSG
1290
Stearns Financial Services Group
North Carolina
$11K -$2.56K -38 -19%
FCT
1291
Family Capital Trust
Massachusetts
$11K – – –
NR
1292
Newfound Research
Massachusetts
$10K -$7.2K -108 -42%
IFA
1293
Interactive Financial Advisors
Illinois
$8K -$7.81M -118,126 -100%
AP
1294
Atwood & Palmer
Missouri
$7K -$37.2K -500 -84%
PK
1295
Pflug Koory
Nebraska
$6K – – –
CAW
1296
Cornerstone Advisors (Washington)
Washington
$6K – – –
IBOK
1297
Independence Bank of Kentucky
Kentucky
$5K – – –
VNA
1298
Valley National Advisers
Pennsylvania
$5K +$5K +75 New
WA
1299
WBH Advisory
Maryland
$3.59K -$151 -2,178 -4%
CIM
1300
Contravisory Investment Management
Massachusetts
$3K – – –
50 51
52
53 54