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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 %
VCM
1351
Virtue Capital Management
Tennessee
– -$358K -4,100 Closed
OAM
1352
Occidental Asset Management
California
– -$340K -3,893 Closed
CAS
1353
Cue Advisory Services
Arizona
– -$333K -3,821 Closed
LMIM
1354
Lockheed Martin Investment Management
Maryland
– -$305K -3,500 Closed
KFC
1355
Klingenstein Fields & Co
New York
– -$296K -3,392 Closed
MLL
1356
Moody Lynn & Lieberson
Massachusetts
– -$292K -3,346 Closed
WAAG
1357
Wealth Alliance Advisory Group
Kansas
– -$278K -3,185 Closed
BFG
1358
Beacon Financial Group
Texas
– -$267K -3,066 Closed
IP
1359
Investment Partners
Ohio
– -$322 -3,054 Closed
CL
1360
CPWM LLC
Washington
– -$258K -2,960 Closed
LAIC
1361
Lederer & Associates Investment Counsel
California
– -$246K -2,825 Closed
FC
1362
Financial Consulate
Maryland
– -$240K -2,746 Closed
WPC
1363
Waters Parkerson & Co
Louisiana
– -$238K -2,733 Closed
SG Americas Securities
1364
SG Americas Securities
New York
– -$236K -2,705 Closed
DMC
1365
Drexel Morgan & Co
Pennsylvania
– -$236K -2,700 Closed
AWM
1366
Aries Wealth Management
Maine
– -$235K -2,690 Closed
FFA
1367
First Foundation Advisors
California
– -$234K -2,678 Closed
WA
1368
Wealthstar Advisors
Texas
– -$230K -2,637 Closed
AWS
1369
AJ Wealth Strategies
New York
– -$230K -2,635 Closed
CCA
1370
Cobblestone Capital Advisors
New York
– -$228K -2,608 Closed
SCM
1371
Stordahl Capital Management
Colorado
– -$206K -2,607 Closed
BTW
1372
Boston Trust Walden
Massachusetts
– -$226K -2,590 Closed
CWM
1373
Concentric Wealth Management
California
– -$226K -2,585 Closed
Bank of Nova Scotia
1374
Bank of Nova Scotia
Ontario, Canada
– -$224K -2,569 Closed
IFS
1375
Ifrah Financial Services
Arkansas
– -$224K -2,567 Closed
53 54
55
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