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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 %
SCA
626
Stillwater Capital Advisors
Pennsylvania
$1.75M -$778K -11,221 -31%
BIM
627
Baldwin Investment Management
Pennsylvania
$1.74M -$159K -2,300 -8%
FWP
628
FAS Wealth Partners
Kansas
$1.73M +$57.7K +832 +3%
SXL
629
Summit X LLC
Missouri
$1.73M +$105K +1,531 +6%
RAM
630
Riggs Asset Management
Pennsylvania
$1.72M -$8M -115,387 -82%
CCT
631
Country Club Trust
Missouri
$1.72M +$90.4K +1,304 +6%
SIA
632
Strategic Investment Advisors
Michigan
$1.72M +$1.72M +24,810 New
BFPW
633
BOK Financial Private Wealth
Colorado
$1.71M +$697K +10,045 +68%
CCM
634
Coldstream Capital Management
Washington
$1.71M +$162K +2,334 +10%
Chevy Chase Trust
635
Chevy Chase Trust
Maryland
$1.71M +$35.7K +515 +2%
IWP
636
Icon Wealth Partners
Texas
$1.71M +$466K +6,724 +38%
WAM
637
Wakefield Asset Management
Colorado
$1.7M -$14.9K -215 -0.9%
PPP
638
Private Portfolio Partners
New Jersey
$1.7M +$1.7M +24,477 New
AWP
639
Ascent Wealth Partners
New York
$1.68M +$540K +7,795 +47%
DBT
640
Dubuque Bank & Trust
Iowa
$1.68M +$1.29M +18,564 +328%
WA
641
Winfield Associates
Ohio
$1.68M -$460K -6,630 -22%
ACM
642
Alpha Capital Management
Texas
$1.68M -$225K -3,241 -12%
WP
643
WealthShield Partners
North Carolina
$1.68M +$24.1K +347 +1%
SFI
644
SPC Financial Inc
Maryland
$1.67M +$523K +7,538 +46%
PCG
645
Private Capital Group
Connecticut
$1.66M +$43.7K +630 +3%
TC
646
Trust Company
Kansas
$1.66M +$699K +10,081 +73%
PWA
647
Peterson Wealth Advisors
Utah
$1.65M -$419K -6,048 -20%
RIG
648
Roosevelt Investment Group
New York
$1.65M -$35M -504,312 -96%
CA
649
Cambridge Advisors
Nebraska
$1.64M +$111K +1,600 +7%
BWAM
650
Boyd Watterson Asset Management
Ohio
$1.63M +$40.1K +579 +3%
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