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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 %
MWM
351
Mascoma Wealth Management
New Hampshire
$5.58M +$1.55M +18,530 +38%
PBO
352
Peoples Bank (Ohio)
Ohio
$5.56M -$33.5K -401 -0.6%
WCM
353
Windsor Capital Management
Arizona
$5.55M -$120K -1,441 -2%
A
354
AdvicePeriod
California
$5.55M +$1.59K +19 +0%
SCA
355
Stokes Capital Advisors
South Carolina
$5.53M +$1.19M +14,288 +28%
IWA
356
Independence Wealth Advisors
Virginia
$5.52M -$499K -5,976 -8%
F
357
F3Logic
Minnesota
$5.51M +$1.6M +19,126 +41%
WTC
358
WhitTier Trust Company
Nevada
$5.46M +$958K +11,477 +21%
SFWA
359
Summit Financial Wealth Advisors
Louisiana
$5.45M -$50.1K -650 -0.9%
PJSIMP
360
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.43M +$152K +1,824 +3%
BOTW
361
Bank of the West
California
$5.36M -$198K -2,377 -4%
PPA
362
Parametric Portfolio Associates
Washington
$5.35M +$1.17M +13,996 +28%
PI
363
PineBridge Investments
New York
$5.29M -$1.08M -12,888 -17%
ABC
364
Associated Banc-Corp
Wisconsin
$5.23M -$148K -1,777 -3%
CC
365
Courier Capital
New York
$5.22M +$34.1K +408 +0.7%
HMC
366
Harvard Management Company
Massachusetts
$5.22M -$47.5K -569 -0.9%
VIP
367
Vantage Investment Partners
Missouri
$5.18M +$5.18M +62,100 New
TCM
368
Towercrest Capital Management
Pennsylvania
$5.18M -$5.59K -67 -0.1%
LFS
369
Lutz Financial Services
Nebraska
$5.15M +$865K +10,368 +20%
FFBTD
370
First Financial Bank - Trust Division
Ohio
$5.12M +$1.08M +12,996 +27%
MSA
371
Mason Street Advisors
Wisconsin
$5.12M -$456K -5,465 -8%
NEPPG
372
New England Professional Planning Group
Rhode Island
$5.1M +$139K +1,662 +3%
BTNA
373
Bremer Trust National Association
Minnesota
$5.09M -$169K -2,026 -3%
TPSF
374
Texas Permanent School Fund
Texas
$5.05M +$2.75M +32,915 +119%
NEGWA
375
New England Guild Wealth Advisors
Connecticut
$5.04M +$853K +10,223 +20%
13 14
15
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