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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 %
BCM
451
Boltwood Capital Management
California
$3.79M +$106K +1,534 +3%
PAG
452
Private Advisory Group
Washington
$3.69M -$75.1K -1,083 -2%
AC
453
Abbrea Capital
California
$3.69M -$1.9M -27,340 -34%
EC
454
Estate Counselors
Wisconsin
$3.67M +$11.1K +160 +0.3%
MFG
455
Merit Financial Group
Georgia
$3.66M +$649K +9,357 +22%
SBWM
456
Sunflower Bank Wealth Management
Arizona
$3.65M -$223K -3,224 -6%
FWCM
457
Ferguson Wellman Capital Management
Oregon
$3.64M -$259K -3,732 -7%
ONB
458
Old National Bancorp
Indiana
$3.64M +$113K +1,623 +3%
CT
459
Coastline Trust
Rhode Island
$3.61M +$47.8K +690 +1%
WP
460
WealthSource Partners
California
$3.57M -$854K -12,313 -19%
MJRIC
461
Mogy Joel R Investment Counsel
California
$3.56M +$191K +2,750 +6%
GLLW
462
Graves Light Lenhart Wealth
Virginia
$3.56M +$3.56M +51,307 New
BSW
463
Buckingham Strategic Wealth
Missouri
$3.54M +$2.12M +30,574 +149%
BPA
464
Beacon Pointe Advisors
California
$3.54M +$3.54M +51,060 New
DC
465
Davenport & Co
Virginia
$3.52M -$416K -6,006 -11%
WA
466
WealthTrust-Arizona
Arizona
$3.49M -$318K -4,583 -8%
NEAM
467
New England Asset Management
Connecticut
$3.47M -$124K -1,784 -3%
CASB
468
Cape Ann Savings Bank
Massachusetts
$3.45M -$18.4K -233 -0.5%
AIA
469
Arcadia Investment Advisors
Idaho
$3.45M -$90.2K -1,301 -3%
GCA
470
Greenwood Capital Associates
South Carolina
$3.45M +$3.45M +49,780 New
LA
471
Lynch & Associates
Indiana
$3.44M +$93K +1,341 +3%
KL
472
KWMG LLC
Kansas
$3.44M +$413K +5,958 +14%
Millennium Management
473
Millennium Management
New York
$3.41M -$2.63M -37,911 -44%
CFS
474
CRA Financial Services
New Jersey
$3.38M +$3.38M +48,822 New
Franklin Resources
475
Franklin Resources
California
$3.35M -$14.2M -205,438 -81%
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