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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 %
DCM
776
Donaldson Capital Management
Indiana
$987K +$64.7K +934 +7%
CAL
777
Capital Advisors Ltd
Ohio
$987K +$74.8K +1,079 +8%
WWM
778
Windsor Wealth Management
Indiana
$975K +$276K +3,985 +40%
GC
779
Gilbert & Cook
Iowa
$972K -$89.9K -1,296 -8%
DY
780
Dowling & Yahnke
California
$972K – – –
BAC
781
Boys Arnold & Co
North Carolina
$965K +$23.6K +342 +3%
RFO
782
RiverGlades Family Offices
Florida
$963K -$898K -12,948 -48%
DE
783
Day & Ennis
Georgia
$963K +$18.2K +262 +2%
ECM
784
Evergreen Capital Management
Washington
$956K +$25.6K +369 +3%
LIC
785
Lodestar Investment Counsel
Illinois
$953K -$3.88K -56 -0.4%
BRWM
786
B. Riley Wealth Management
Tennessee
$946K -$5.82K -84 -0.6%
TW
787
TrinityPoint Wealth
Connecticut
$946K +$946K +13,642 New
FM
788
Family Management
New York
$946K +$946K +13,647 New
WT
789
Washington Trust
Rhode Island
$945K -$339K -4,893 -26%
WIA
790
World Investment Advisors
California
$945K +$945K +13,429 New
LFA
791
Legacy Financial Advisors
Kentucky
$944K -$412K -5,943 -30%
MA
792
Mutual Advisors
Nebraska
$943K -$1.45M -20,836 -61%
FMW
793
Farr Miller & Washington
District of Columbia
$942K +$56.6K +816 +6%
MCM
794
MV Capital Management
Maryland
$942K +$657K +9,471 +230%
BHWM
795
Bay Harbor Wealth Management
Maryland
$940K +$940K +13,557 New
GTAM
796
Global Trust Asset Management
Florida
$930K -$242K -3,481 -21%
BIA
797
Bigelow Investment Advisors
Maine
$923K +$138K +1,985 +18%
GPWA
798
Great Point Wealth Advisors
Massachusetts
$915K +$915K +13,204 New
CIAS
799
Capital Investment Advisory Services
North Carolina
$907K +$63.5K +917 +8%
AWM
800
Alterna Wealth Management
Texas
$895K +$895K +12,913 New
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