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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 %
DWM
1176
Dakota Wealth Management
Florida
$201K -$14.4K -165 -7%
UR
1177
USCA RIA
Texas
$201K – – –
PA
1178
Parkside Advisors
California
$201K +$201K +2,902 New
AIP
1179
Ahrens Investment Partners
Louisiana
$200K -$6.92K -100 -3%
BS
1180
Boenning & Scattergood
Pennsylvania
$200K +$200K +2,889 New
HDIM
1181
Hanson & Doremus Investment Management
Vermont
$199K – – –
GI
1182
GS Investments
Minnesota
$198K +$55.6K +802 +39%
TWA
1183
TCI Wealth Advisors
Arizona
$197K +$52.6K +759 +36%
WB
1184
Webster Bank
Connecticut
$197K +$112K +1,620 +133%
BAM
1185
Barrett Asset Management
New York
$188K -$10.4K -150 -5%
IIM
1186
Ipswich Investment Management
Massachusetts
$187K +$187K +2,698 New
LGWM
1187
Litman Gregory Wealth Management
California
$184K +$161K +2,328 +714%
HT
1188
Heritage Trust
Oklahoma
$182K +$93.9K +1,356 +107%
MCM
1189
Manchester Capital Management
Vermont
$175K – – –
AIA
1190
Armor Investment Advisors
North Carolina
$168K +$11.2K +161 +7%
KPCM
1191
Kings Point Capital Management
New York
$168K +$43.6K +628 +35%
NWM
1192
Northwest Wealth Management
Iowa
$167K +$554 +8 +0.3%
SHJ
1193
Sharkey, Howes & Javer
Colorado
$164K +$21.5K +310 +15%
CLOS
1194
Compagnie Lombard Odier SCmA
Switzerland
$159K +$159K +2,297 New
NPP
1195
New Potomac Partners
Maryland
$158K +$16.2K +234 +11%
CHP
1196
Cable Hill Partners
Oregon
$155K +$70.1K +1,011 +83%
CBT
1197
Capital Bank & Trust
California
$153K +$39.4K +570 +35%
PFBT
1198
Parkside Financial Bank & Trust
Missouri
$149K – – –
SFPIA
1199
Stevens First Principles Investment Advisors
California
$148K -$3.67K -53 -2%
ESB
1200
Essex Savings Bank
Connecticut
$147K +$147K +2,122 New
46 47
48
49 50