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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
+$281M
2
State Street
State Street
Massachusetts
+$214M
3
Bank of America
Bank of America
North Carolina
+$142M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$93.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$244M
2
CWM
Cornerstone Wealth Management
Missouri
-$241M
3
CSIA
Charles Schwab Investment Advisory
California
-$185M
4
HNB
Huntington National Bank
Ohio
-$181M
5
Wells Fargo
Wells Fargo
California
-$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
MAI Capital Management
Ohio
$19M -$3.45M -49,699 -15%
ERSOT
152
Employees Retirement System of Texas
Texas
$18.9M +$11.2M +161,250 +144%
QIM
153
Quantitative Investment Management
Virginia
$18.7M +$2M +28,800 +12%
SPIA
154
Steward Partners Investment Advisory
New York
$18.7M +$1.28M +18,437 +7%
RWM
155
Rezny Wealth Management
Florida
$18.6M +$910K +13,127 +5%
FCBT
156
First Citizens Bank & Trust
North Carolina
$18.3M +$1.87M +27,014 +11%
GIM
157
Goelzer Investment Management
Indiana
$18M +$409K +5,898 +2%
BOS
158
Bank of Stockton
California
$18M +$463K +6,677 +3%
BHWM
159
Bar Harbor Wealth Management
New Hampshire
$17.9M -$239K -3,453 -1%
PW
160
Price Wealth
Texas
$17.9M -$4.42M -63,762 -20%
TCM
161
Twele Capital Management
Minnesota
$17.8M +$3.74M +53,928 +27%
FWM
162
FFT Wealth Management
Pennsylvania
$17.6M +$6.23M +89,908 +55%
IA
163
IFP Advisors
Florida
$17.3M -$6.23M -90,432 -26%
FNBOH
164
First National Bank of Hutchinson
Kansas
$17.2M -$288K -4,148 -2%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$17.1M +$469K +6,374 +3%
MGIA
166
Moneta Group Investment Advisors
Missouri
$17.1M +$1.07M +15,451 +7%
VCM
167
Vision Capital Management
Oregon
$16.9M +$351K +5,064 +2%
PA
168
Parallel Advisors
California
$16.8M -$291K -4,200 -2%
Legal & General Group
169
Legal & General Group
United Kingdom
$16.5M +$8.65M +125,300 +110%
KWMG
170
King Wealth Management Group
Florida
$16.4M +$110K +1,584 +0.7%
FAAS
171
First Allied Advisory Services
California
$16.3M -$5.24M -75,649 -24%
PWLP
172
Prio Wealth Limited Partnership
Massachusetts
$16.2M +$749K +10,805 +5%
Bessemer Group
173
Bessemer Group
New Jersey
$16.2M -$13.5M -194,183 -45%
TCOV
174
Trust Company of Vermont
Vermont
$16.1M -$293K -4,231 -2%
HSA
175
HBK Sorce Advisory
Pennsylvania
$16.1M +$182K +2,629 +1%
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