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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 %
FIB
501
First Interstate Bank
Montana
$3.01M +$1.66M +23,888 +122%
ATC
502
Adirondack Trust Company
New York
$3.01M -$31.6K -456 -1%
STB
503
S&T Bank
Pennsylvania
$2.99M -$891K -12,858 -23%
WGCA
504
Wolf Group Capital Advisors
Virginia
$2.97M +$2.97M +42,888 New
PC
505
Premise Capital
Illinois
$2.96M -$15.5M -223,744 -84%
MI
506
Moneywise Inc
Virginia
$2.96M +$121K +1,751 +4%
TCM
507
Telos Capital Management
California
$2.93M +$46.4K +670 +2%
PAG
508
Pinnacle Advisory Group
Maryland
$2.92M -$180K -2,595 -6%
PFM
509
Peak Financial Management
Massachusetts
$2.89M +$2.89M +41,627 New
BHIA
510
Birch Hill Investment Advisors
Massachusetts
$2.89M -$47.1K -680 -2%
CFB
511
Cullen/Frost Bankers
Texas
$2.88M +$16.4K +236 +0.6%
BA
512
Ballew Advisors
Mississippi
$2.88M +$322K +4,195 +13%
W
513
Wealthquest
Ohio
$2.85M +$2.85M +41,170 New
PWMAG
514
Pinnacle Wealth Management Advisory Group
New Jersey
$2.85M +$254K +3,666 +10%
CCM
515
Colorado Capital Management
Colorado
$2.84M -$68.7K -991 -2%
MIC
516
Means Investment Company
Maine
$2.79M +$2.79M +40,284 New
MWM
517
Mascoma Wealth Management
New Hampshire
$2.79M -$1.41M -20,354 -34%
NS
518
NewDay Solutions
New Hampshire
$2.78M +$2.78M +40,104 New
NL
519
NWAM LLC
Washington
$2.76M -$35.4K -510 -1%
OCM
520
One Capital Management
California
$2.75M +$872K +12,579 +46%
BS
521
Banco Santander
Spain
$2.74M -$427K -6,160 -13%
AA
522
Advisory Alpha
Michigan
$2.72M +$2.59M +33,492 +2,026%
EFSCE
523
Enterprise Financial Services Corp (EFSC)
Missouri
$2.68M -$166K -2,392 -6%
FWM
524
Frontier Wealth Management
Missouri
$2.67M +$998K +14,400 +60%
QAM
525
Questar Asset Management
Minnesota
$2.67M +$2.67M +38,483 New
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