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

1,217 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 612 increasing their positions, 365 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+32
Holders Change %
+2.7%
% of All Funds
27.87%
Holding in Top 10
225
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.88%
% of All Funds
5.15%
New
84
Increased
612
Reduced
365
Closed
44
Calls
$26M
Puts
$34.3M
Net Calls
-$8.26M
Net Calls Change
-$8.88M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$181M
2
BlackRock
BlackRock
New York
+$175M
3
Bank of America
Bank of America
North Carolina
+$120M
4
Ameriprise
Ameriprise
Minnesota
+$111M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M

Top Sellers

1
NCM
Nelson Capital Management
California
-$788M
2
State Street
State Street
Massachusetts
-$198M
3
HNB
Huntington National Bank
Ohio
-$157M
4
PPFA
Provida Pension Fund Administrator
Chile
-$151M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
376
Courier Capital
New York
$5.45M -$6.46K -74 -0.1%
IWA
377
Independence Wealth Advisors
Virginia
$5.45M -$324K -3,714 -6%
RWA
378
Redhawk Wealth Advisors
Minnesota
$5.45M +$5.45M +62,456 New
SHCM
379
Stokes & Hubbell Capital Management
Louisiana
$5.44M +$3.43M +39,331 +171%
VIP
380
Vantage Investment Partners
Missouri
$5.42M – – –
TPSF
381
Texas Permanent School Fund
Texas
$5.4M +$122K +1,400 +2%
HMC
382
Harvard Management Company
Massachusetts
$5.38M -$74.9K -858 -1%
NEGWA
383
New England Guild Wealth Advisors
Connecticut
$5.34M +$69.7K +799 +1%
BFO
384
Biltmore Family Office
North Carolina
$5.32M +$151K +1,720 +3%
PA
385
Pinnacle Associates
New York
$5.29M +$926K +10,609 +21%
MWM
386
Mascoma Wealth Management
New Hampshire
$5.29M -$549K -6,290 -9%
BTNA
387
Bremer Trust National Association
Minnesota
$5.22M -$102K -1,171 -2%
TCM
388
Towercrest Capital Management
Pennsylvania
$5.16M -$257K -2,950 -5%
MNBTD
389
Moody National Bank Trust Division
Texas
$5.11M +$5.11M +58,524 New
QCG
390
Quadrant Capital Group
Ohio
$5.09M +$94.5K +1,089 +2%
BRM
391
Boston Research & Management
Massachusetts
$5.01M +$436 +5 +0%
CPP
392
Crow Point Partners
Massachusetts
$5.01M +$1.31M +15,069 +36%
EWA
393
EP Wealth Advisors
California
$4.97M +$3.63M +41,622 +272%
DC
394
Davenport & Co
Virginia
$4.96M +$1.59M +18,257 +47%
FWCM
395
Ferguson Wellman Capital Management
Oregon
$4.91M +$127K +1,451 +3%
WS
396
Wela Strategies
Georgia
$4.9M -$305K -3,498 -6%
BWFA
397
Baltimore-Washington Financial Advisors
Maryland
$4.9M +$407K +4,661 +9%
MWM
398
Mission Wealth Management
California
$4.89M +$525K +6,012 +12%
STB
399
S&T Bank
Pennsylvania
$4.89M -$204K -2,342 -4%
SBWM
400
Sunflower Bank Wealth Management
Arizona
$4.88M +$19.1K +219 +0.4%
14 15
16
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