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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 %
WI
401
Wintrust Investments
Illinois
$4.86M +$669K +7,674 +16%
CWM
402
Cranbrook Wealth Management
Michigan
$4.85M +$731K +8,378 +18%
BRWA
403
B. Riley Wealth Advisors
Florida
$4.83M +$2.25M +25,823 +87%
FHA
404
Flagship Harbor Advisors
Massachusetts
$4.83M -$1.47M -17,150 -23%
NF
405
Nikulski Financial
Iowa
$4.82M +$708K +9,077 +17%
CIM
406
CIM Investment Management
Pennsylvania
$4.81M +$226K +2,593 +5%
WA
407
WealthTrust-Arizona
Arizona
$4.79M +$192K +2,202 +4%
ATC
408
Argent Trust Co
Tennessee
$4.77M +$426K +4,922 +10%
OCG
409
Opus Capital Group
Ohio
$4.77M +$173K +1,983 +4%
DWT
410
Dorsey & Whitney Trust
South Dakota
$4.76M +$1.19M +13,589 +33%
PWAP
411
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.76M +$248K +2,840 +5%
WA
412
WBH Advisory
Maryland
$4.7M +$281K +3,225 +6%
TL
413
TrueWealth LLC
Georgia
$4.69M +$86.5K +992 +2%
GC
414
Garde Capital
Washington
$4.66M +$64.2K +814 +1%
EA
415
Elm Advisors
California
$4.65M -$36.6K -420 -0.8%
BCM
416
Boltwood Capital Management
California
$4.63M – – –
MAS
417
Madden Advisory Services
Florida
$4.62M +$4.62M +52,958 New
EC
418
Estate Counselors
Wisconsin
$4.61M -$8.73K -100 -0.2%
CA
419
Cynosure Advisors
Utah
$4.59M – – –
BWA
420
BlueSky Wealth Advisors
North Carolina
$4.56M -$112K -1,339 -2%
BFA
421
Beaumont Financial Advisors
Massachusetts
$4.56M +$3.8M +43,554 +499%
NEAM
422
New England Asset Management
Connecticut
$4.52M – – –
William Blair & Company
423
William Blair & Company
Illinois
$4.52M +$760K +8,706 +20%
KLI
424
Kelman-Lazarov Inc
Tennessee
$4.5M +$294K +3,365 +7%
HPWM
425
Highland Private Wealth Management
Washington
$4.49M -$128K -1,465 -3%
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