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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 %
CIM
1301
Contravisory Investment Management
Massachusetts
$3K – – –
NDSI
1302
Newman Dignan & Sheerar Inc
Rhode Island
$2.85K +$15 +220 +0.5%
FWM
1303
Focused Wealth Management
New York
$2K – – –
BWL
1304
Bogart Wealth LLC
Virginia
$2K – – –
MMG
1305
Monetary Management Group
Missouri
$2K +$2K +30 New
Schroder Investment Management Group
1306
Schroder Investment Management Group
United Kingdom
$1.21K – – –
AMCA
1307
Arthur M. Cohen & Associates
Illinois
$1.01K +$355 +5,118 +54%
CF
1308
Centaurus Financial
California
$12 +$12 +828 +9,200%
RJFSA
1309
Raymond James Financial Services Advisors
Florida
– -$244M -2,794,749 Closed
FA
1310
FDx Advisors
Illinois
– -$45.9M -525,600 Closed
NAM
1311
NorthCoast Asset Management
Connecticut
– -$41.5M -475,884 Closed
RC
1312
Randolph Company
Ohio
– -$20.1M -230,932 Closed
Manulife (Manufacturers Life Insurance)
1313
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$11.4M -130,384 Closed
MPA
1314
Marvin & Palmer Associates
Delaware
– -$8.77M -100,566 Closed
Citadel Advisors
1315
Citadel Advisors
Florida
– -$8.15M -93,448 Closed
DLHL
1316
Donald L. Hagan LLC
Florida
– -$6.83M -78,312 Closed
PL
1317
Polianta Ltd
Jersey
– -$6.39M -73,200 Closed
I
1318
INVST
Indiana
– -$5.73M -66,645 Closed
FTS
1319
Fifth Third Securities
Ohio
– -$4.23M -48,439 Closed
BHB
1320
Bank Hapoalim BM
Israel
– -$3.89M -44,560 Closed
FF
1321
Friedenthal Financial
New Jersey
– -$3.89M -44,536 Closed
RIM
1322
Redwood Investment Management
Arizona
– -$3.18M -36,499 Closed
IWA
1323
IBEX Wealth Advisors
New Jersey
– -$2.6M -30,290 Closed
PCM
1324
Penserra Capital Management
California
– -$2.35M -26,887 Closed
GP
1325
Geneva Partners
Wisconsin
– -$2.09M -23,978 Closed
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