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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 %
SGAM
176
Steinberg Global Asset Management
Florida
$16M +$374K +5,401 +2%
MIM
177
Miller Investment Management
Pennsylvania
$15.9M +$15.9M +229,592 New
GW
178
GW & Wade
Massachusetts
$15.7M +$14.2M +205,421 +953%
CGI
179
Cougar Global Investments
Ontario, Canada
$15.2M -$10.2M -146,786 -40%
I
180
IberiaBank
Louisiana
$15.2M +$207K +2,991 +1%
PWS
181
Paragon Wealth Strategies
Florida
$14.8M -$1.85M -26,884 -11%
VC
182
Vestor Capital
Illinois
$14.8M +$883K +12,738 +6%
CCA
183
Conservest Capital Advisors
Pennsylvania
$14.7M -$781K -11,272 -5%
CPSAC
184
Chas P. Smith & Associates (CPS)
Florida
$14.6M +$1.09M +15,738 +8%
FLPIM
185
F.L. Putnam Investment Management
Massachusetts
$14.6M -$1.08M -15,565 -7%
CA
186
Cornerstone Advisory
Maryland
$14.6M -$361K -5,205 -2%
FHA
187
First Horizon Advisors
Tennessee
$14.5M -$21.4K -309 -0.1%
Principal Financial Group
188
Principal Financial Group
Iowa
$14.5M +$605K +8,730 +4%
LI
189
LVZ Inc
Michigan
$14.4M -$58.6K -846 -0.4%
LP
190
LGL Partners
Pennsylvania
$14.1M -$1.57M -22,684 -10%
AWC
191
Abundance Wealth Counselors
Pennsylvania
$14M +$14M +202,215 New
WAM
192
Wallington Asset Management
Indiana
$14M +$2.77K +40 +0%
HI
193
Hudock Inc
Pennsylvania
$13.9M +$109K +1,580 +0.8%
MAFM
194
Mid Atlantic Financial Management
Pennsylvania
$13.9M +$13.9M +200,448 New
CAL
195
Capital Analysts LLC
Pennsylvania
$13.9M -$14.7K -212 -0.1%
SCA
196
Spearhead Capital Advisors
Florida
$13.8M -$8.56M -123,439 -38%
WDL
197
Well Done LLC
Michigan
$13.7M +$5.04M +72,674 +58%
CC
198
Claybrook Capital
Massachusetts
$13.7M +$13.7M +196,951 New
DADC
199
D.A. Davidson & Co
Montana
$13.6M -$842K -12,146 -6%
CCWA
200
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.6M +$1.54M +22,232 +13%
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