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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 %
DAS
251
Dynamic Advisor Solutions
Arizona
$10.5M +$859K +10,295 +9%
WDL
252
Well Done LLC
Michigan
$10.4M +$566K +6,784 +6%
RRC
253
Relaxing Retirement Coach
Massachusetts
$10.4M +$1.8M +21,563 +21%
CFD
254
Creative Financial Designs
Indiana
$10.4M +$605K +7,243 +6%
Legal & General Group
255
Legal & General Group
United Kingdom
$10.2M -$393K -4,700 -4%
Luther King Capital Management (LKCM)
256
Luther King Capital Management (LKCM)
Texas
$10.1M -$249K -2,980 -2%
MGIA
257
Moneta Group Investment Advisors
Missouri
$10M +$6.5M +77,899 +183%
SCP
258
Silverleafe Capital Partners
Tennessee
$9.97M +$131K +1,567 +1%
LNC
259
Lincoln National Corp
Pennsylvania
$9.96M +$143K +1,712 +1%
NCM
260
Neumann Capital Management
California
$9.85M -$15.4K -185 -0.2%
CTA
261
Colonial Trust Advisors
South Carolina
$9.82M +$221K +2,644 +2%
SAM
262
Summit Asset Management
Tennessee
$9.67M +$179K +2,149 +2%
OC
263
Oppenheimer & Co
New York
$9.67M +$544K +6,514 +6%
LFS
264
Legacy Financial Strategies
Kansas
$9.59M -$204K -2,447 -2%
NCM
265
Noesis Capital Mangement
Florida
$9.53M +$113K +1,355 +1%
FMC
266
First Merchants Corp
Indiana
$9.48M -$198K -2,373 -2%
CBB
267
Citizens Business Bank
California
$9.42M +$119K +1,421 +1%
MSA
268
Marino Stram & Associates
Massachusetts
$9.28M +$532K +6,340 +6%
ECM
269
Exchange Capital Management
Michigan
$9.2M -$765K -9,160 -8%
CC
270
Chanos & Company
New York
$9.12M +$547K +6,554 +6%
PFP
271
Pinnacle Financial Partners
Tennessee
$9.11M +$228K +2,726 +3%
EVM
272
Evelyn V. Moreno
$9.02M – – –
AWM
273
Altium Wealth Management
New York
$8.98M +$761K +9,117 +9%
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$8.93M +$8.93M +107,000 New
JIC
275
Johnson Investment Counsel
Ohio
$8.85M +$76.8K +920 +0.9%
9 10
11
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