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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
$295M
2
State Street
State Street
Massachusetts
$214M
3
Bank of America
Bank of America
North Carolina
$2.09B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$511M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$167M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
CWM
Cornerstone Wealth Management
Missouri
$4.88M
3
CSIA
Charles Schwab Investment Advisory
California
$1.89M
4
HNB
Huntington National Bank
Ohio
$137M
5
Wells Fargo
Wells Fargo
California
$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
DLCIG
1376
D.L. Carlson Investment Group
New Hampshire
– -$222K -2,550 Closed
HCA
1377
Horan Capital Advisors
Ohio
– -$222K -2,540 Closed
UAS
1378
United Asset Strategies
New York
– -$220K -2,521 Closed
ACM
1379
Advisors Capital Management
New Jersey
– -$220K -2,520 Closed
BCM
1380
Beck Capital Management
Texas
– -$219K -2,505 Closed
AIA
1381
Avalon Investment & Advisory
Texas
– -$217K -2,492 Closed
CTI
1382
Community Trust & Investment
Kentucky
– -$216K -2,473 Closed
SIM
1383
Sterling Investment Management
Arizona
– -$214K -2,454 Closed
TB
1384
Terril Brothers
Missouri
– -$213K -2,444 Closed
GIA
1385
Guyasuta Investment Advisors
Pennsylvania
– -$213K -2,438 Closed
LNWWM
1386
Laird Norton Wetherby Wealth Management
California
– -$212K -2,434 Closed
GWM
1387
Greenwich Wealth Management
Connecticut
– -$212K -2,429 Closed
CK
1388
Cohen Klingenstein
New York
– -$209K -2,400 Closed
MCM
1389
McMillion Capital Management
North Carolina
– -$209K -2,391 Closed
FNBTCON
1390
First National Bank & Trust Co of Newtown
Pennsylvania
– -$207K -2,370 Closed
ECAM
1391
East Coast Asset Management
Massachusetts
– -$205K -2,349 Closed
ZIC
1392
ZWJ Investment Counsel
Georgia
– -$204K -2,336 Closed
CAMG
1393
CWA Asset Management Group
Florida
– -$204K -2,335 Closed
SWM
1394
Segment Wealth Management
Texas
– -$202K -2,320 Closed
BFS
1395
Bradley Foster & Sargent
Connecticut
– -$200K -2,298 Closed
IC
1396
Iconiq Capital
California
– -$200K -2,288 Closed
SCM
1397
Southport Capital Management
Tennessee
– -$198K -2,269 Closed
KF
1398
Krilogy Financial
Missouri
– -$146K -1,674 Closed
WIA
1399
Westbourne Investment Advisors
Maryland
– -$141K -1,620 Closed
ME
1400
McIlrath & Eck
Washington
– -$4K -784 Closed
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