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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 %
CWM
326
Cahaba Wealth Management
Georgia
$6.89M +$2.54M +29,271 +58%
ODG
327
O'Dell Group
Ohio
$6.89M +$409K +4,905 +6%
SBL
328
Sargent Bickham Lagudis
Colorado
$6.79M -$28.9K -346 -0.4%
LRIA
329
Leonard Rickey Investment Advisors
Washington
$6.7M +$55.1K +660 +0.8%
TYCC
330
Texas Yale Capital Corp
Florida
$6.63M – – –
HJA
331
Hugh Johnson Advisors
New York
$6.56M +$249K +2,988 +4%
TIM
332
Tortoise Investment Management
New York
$6.55M -$104K -1,242 -2%
FNT
333
First National Trust
Pennsylvania
$6.31M +$583K +6,990 +10%
SPIA
334
Steward Partners Investment Advisory
New York
$6.27M +$572K +6,857 +10%
AF
335
Arrow Financial
New York
$6.25M +$5.08M +60,831 +432%
FCI
336
Financial Counselors Inc
Kansas
$6.22M +$802K +9,605 +15%
AC
337
Abbrea Capital
California
$6.22M +$1.31M +15,616 +27%
WP
338
WealthSource Partners
California
$6.13M -$371K -4,445 -6%
FHA
339
Flagship Harbor Advisors
Massachusetts
$6.12M +$664K +7,953 +12%
Deutsche Bank
340
Deutsche Bank
Germany
$6.11M -$532K -6,375 -8%
Natixis Advisors
341
Natixis Advisors
Massachusetts
$5.97M +$126K +1,510 +2%
Cetera Investment Advisers
342
Cetera Investment Advisers
Illinois
$5.93M +$898K +10,758 +18%
SHIM
343
Stone House Investment Management
Pennsylvania
$5.81M -$725K -8,683 -11%
NFG
344
Nations Financial Group
Iowa
$5.81M +$241K +2,891 +4%
Jane Street
345
Jane Street
New York
$5.8M +$5.8M +69,455 New
LFAS
346
Level Four Advisory Services
Texas
$5.74M +$442K +5,293 +8%
MWM
347
Marietta Wealth Management
Georgia
$5.74M +$255K +3,050 +5%
APA
348
American Portfolios Advisors
New York
$5.72M +$1.08M +12,976 +23%
MWM
349
MinichMacGregor Wealth Management
New York
$5.69M +$205K +2,432 +4%
PAG
350
Private Advisory Group
Washington
$5.61M +$1.61M +19,273 +40%
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