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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 %
JIC
751
JRM Investment Counsel
Nebraska
$1.13M -$929K -13,405 -45%
GEA
752
Glen Eagle Advisors
New Jersey
$1.12M +$24.3K +351 +2%
HIMC
753
Heritage Investors Management Corp
Maryland
$1.12M +$370K +5,332 +49%
OFG
754
Omega Financial Group
California
$1.12M +$1.12M +16,177 New
MWP
755
MYCIO Wealth Partners
Pennsylvania
$1.11M +$61.3K +884 +6%
BBHC
756
Brown Brothers Harriman & Co
New York
$1.1M +$551K +7,948 +101%
SGCA
757
Steel Grove Capital Advisors
Tennessee
$1.09M +$861K +12,417 +377%
AIC
758
Archer Investment Corporation
Indiana
$1.08M +$1.08M +15,541 New
AFG
759
Arkansas Financial Group
Arkansas
$1.07M +$103K +1,486 +11%
OWP
760
Obermeyer Wealth Partners
Colorado
$1.07M +$339K +4,892 +47%
AL
761
Aspiriant LLC
California
$1.06M +$18.8K +271 +2%
HB
762
Homrich & Berg
Georgia
$1.04M -$1.73M -25,017 -62%
MFW
763
Mosaic Family Wealth
Missouri
$1.04M -$101K -1,450 -9%
1IA
764
1834 Investment Advisors
Wisconsin
$1.04M +$1.18K +17 +0.1%
CAM
765
Concorde Asset Management
Michigan
$1.03M -$28.1K -406 -3%
CBU
766
CIBC Bank USA
Illinois
$1.03M -$67.7K -977 -6%
GPA
767
Garrison Point Advisors
California
$1.03M +$1.03M +14,834 New
SWP
768
Strategic Wealth Partners
Ohio
$1.03M +$784K +10,417 +322%
BIM
769
Bridgecreek Investment Management
Oklahoma
$1.02M – – –
TNB
770
Thomasville National Bank
Georgia
$1.01M -$10.1M -145,813 -91%
BJL
771
Brighton Jones LLC
Washington
$1.01M +$96.7K +1,395 +11%
BHBT
772
Burke & Herbert Bank & Trust
Virginia
$1.01M – – –
OLA
773
Oliver Luxxe Assets
New Jersey
$996K +$75.2K +1,085 +8%
CB
774
Chemical Bank
Michigan
$996K +$93.6K +1,350 +10%
WIM
775
Westside Investment Management
California
$988K +$883K +12,654 +844%
29 30
31
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