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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,185 hedge funds and large institutions have $25.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 567 increasing their positions, 351 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,185
Holders Change
+44
Holders Change %
+3.86%
% of All Funds
27.17%
Holding in Top 10
227
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+17.62%
% of All Funds
5.2%
New
84
Increased
567
Reduced
351
Closed
34
Calls
$30M
Puts
$29.4M
Net Calls
+$623K
Net Calls Change
+$5.97M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$235M
2
Bank of America
Bank of America
North Carolina
+$192M
3
Ameriprise
Ameriprise
Minnesota
+$177M
4
TAIM
TD Ameritrade Investment Management
Nebraska
+$95.8M
5
USAA
United Services Automobile Association
Texas
+$84.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$204M
2
HNB
Huntington National Bank
Ohio
-$134M
3
GT
Glenmede Trust
Pennsylvania
-$43M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$24.4M
5
VA
Valmark Advisers
Ohio
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
G
226
Gainplan
Michigan
$13.4M +$12.8M +153,902 +2,496%
MMA
227
Miracle Mile Advisors
California
$13.1M +$789K +9,456 +6%
HFS
228
HL Financial Services
Kentucky
$12.9M +$1.66M +19,831 +15%
PHAM
229
Palisades Hudson Asset Management
Florida
$12.9M -$55.3K -663 -0.4%
MCWS
230
McKinley Carter Wealth Services
West Virginia
$12.5M +$11.3M +135,055 +887%
SBSB
231
Sullivan, Bruyette, Speros & Blaney
Virginia
$12.5M -$386K -4,627 -3%
FBFS
232
First Business Financial Services
Wisconsin
$12.5M +$12.5M +149,257 New
TNB
233
Thomasville National Bank
Georgia
$12.3M +$3.41M +40,858 +38%
CPA
234
Capital Planning Advisors
California
$12.3M -$924K -11,069 -7%
Mariner
235
Mariner
Kansas
$12.2M +$2.36M +28,283 +24%
EWM
236
Evermay Wealth Management
Virginia
$11.8M +$282K +3,383 +2%
RAM
237
Riggs Asset Management
Pennsylvania
$11.8M +$4.43M +53,075 +60%
TAT
238
TD Ameritrade Trust
Colorado
$11.8M -$91K -1,090 -0.8%
BCM
239
Brookstone Capital Management
Illinois
$11.7M +$626K +7,504 +6%
AWA
240
Alaska Wealth Advisors
Alaska
$11.6M +$368K +4,413 +3%
PWAG
241
Polaris Wealth Advisory Group
California
$11.6M -$23.3K -302 -0.2%
HCA
242
Heck Capital Advisors
Wisconsin
$11.5M +$769K +9,216 +7%
WAM
243
Watermark Asset Management
California
$11.1M -$406K -4,864 -4%
BNP Paribas Financial Markets
244
BNP Paribas Financial Markets
France
$11M -$3.24M -38,843 -23%
UBV
245
United Bank (Virginia)
Virginia
$11M +$184K +2,206 +2%
JMFC
246
J.M. Forbes & Co
Massachusetts
$10.8M +$400K +4,790 +4%
LA
247
Leonetti & Associates
Illinois
$10.8M +$1.86M +22,234 +21%
RIG
248
RiverFront Investment Group
Virginia
$10.7M +$19.9K +245 +0.2%
PAM
249
Peninsula Asset Management
Florida
$10.7M -$19.6K -235 -0.2%
HFA
250
High Falls Advisors
New York
$10.7M +$178K +2,129 +2%
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