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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 %
NQWM
126
Northwest Quadrant Wealth Management
Oregon
$22.7M +$1.83M +24,319 +9%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$22.5M +$4.95M +71,473 +28%
MA
128
MUFG Americas
New York
$22.3M -$595K -8,577 -3%
SWP
129
Stratos Wealth Partners
Ohio
$22.2M +$621K +8,965 +3%
SB
130
Simmons Bank
Arkansas
$22M -$1.12M -16,094 -5%
NCM
131
Nelson Capital Management
California
$21.9M -$782K -11,285 -3%
CWM
132
Connecticut Wealth Management
Connecticut
$21.7M +$925K +13,338 +4%
CTC
133
Central Trust Company
Missouri
$21.7M +$1.29M +18,588 +6%
MFG
134
Magnus Financial Group
New York
$21.6M +$21.6M +311,836 New
HW
135
Hancock Whitney
Mississippi
$21.6M +$3.4M +49,019 +19%
KA
136
Klingman & Associates
New York
$21.6M +$4.31M +62,157 +25%
NA
137
Nottingham Advisors
New York
$21.4M +$40.7K +472 +0.2%
CA
138
Cetera Advisors
Colorado
$21.3M +$129K +1,868 +0.6%
LWMT
139
Legacy Wealth Management (Tennessee)
Tennessee
$21.1M -$8.73M -125,977 -29%
PWAG
140
Polaris Wealth Advisory Group
California
$21M +$217K +3,134 +1%
TFO
141
Tarbox Family Office
California
$20.9M +$1.04M +15,026 +5%
AFG
142
Albion Financial Group
Utah
$20.4M +$619K +8,936 +3%
FMI
143
Factory Mutual Insurance
Massachusetts
$20.3M -$5.41M -78,000 -21%
GWM
144
Geneos Wealth Management
Colorado
$20.3M +$4.25M +61,183 +27%
CW
145
Cobiz Wealth
Colorado
$19.9M -$629K -9,068 -3%
VR
146
Viridian RIA
Washington
$19.7M +$159K +2,298 +0.8%
Fiera Capital (Canada)
147
Fiera Capital (Canada)
Quebec, Canada
$19.5M -$2.66M -38,416 -12%
DWA
148
Divergent Wealth Advisors
Utah
$19.2M +$5.97M +86,131 +45%
LF
149
Lee Financial
Texas
$19.1M -$2.65M -38,191 -12%
DCM
150
Disciplina Capital Management
Tennessee
$19M +$19M +274,481 New
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