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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 %
WA
401
WealthTrust-Arizona
Arizona
$4.4M +$371K +4,440 +9%
CA
402
Cynosure Advisors
Utah
$4.39M – – –
CIM
403
CIM Investment Management
Pennsylvania
$4.39M -$5.86M -70,160 -57%
SGK
404
Steigerwald Gordon & Koch
Virginia
$4.34M -$127K -1,524 -3%
NEAM
405
New England Asset Management
Connecticut
$4.32M +$13.2K +158 +0.3%
PFA
406
Pinnacle Family Advisors
Missouri
$4.31M +$383K +4,577 +10%
PWAP
407
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.31M +$431K +5,160 +11%
CT
408
Coastline Trust
Rhode Island
$4.31M – – –
BWFA
409
Baltimore-Washington Financial Advisors
Maryland
$4.3M +$273K +3,267 +7%
RCG
410
Ruggie Capital Group
Florida
$4.28M -$211K -2,524 -5%
FNBT
411
FineMark National Bank & Trust
Florida
$4.27M -$604K -7,243 -12%
WA
412
WBH Advisory
Maryland
$4.23M +$172K +2,063 +4%
CCMG
413
Clark Capital Management Group
Pennsylvania
$4.2M +$2.84M +33,996 +208%
ATC
414
Argent Trust Co
Tennessee
$4.19M +$3.09M +37,014 +280%
MWM
415
Mission Wealth Management
California
$4.18M +$2.88M +34,465 +221%
CA
416
Clearstead Advisors
Ohio
$4.18M -$76K -910 -2%
PA
417
Pinnacle Associates
New York
$4.17M +$1.36M +16,277 +48%
Thrivent Financial for Lutherans
418
Thrivent Financial for Lutherans
Minnesota
$4.15M -$651K -7,799 -14%
AIA
419
Arcadia Investment Advisors
Idaho
$4.13M +$78.8K +944 +2%
CCM
420
Canal Capital Management
Virginia
$4.11M -$46.3K -555 -1%
ST
421
Smithfield Trust
Pennsylvania
$4.09M +$88K +1,055 +2%
BS
422
Banco Santander
Spain
$4.03M +$4.03M +48,320 New
PCM
423
Parsons Capital Management
Rhode Island
$4.03M +$67.5K +809 +2%
KLI
424
Kelman-Lazarov Inc
Tennessee
$4.02M +$284K +3,408 +8%
MA
425
Montag & Associates
Georgia
$4.02M +$850K +10,182 +27%
15 16
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