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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 %
CPP
451
Crow Point Partners
Massachusetts
$3.55M +$719K +8,588 +25%
TCM
452
Telos Capital Management
California
$3.49M +$71.4K +855 +2%
MFG
453
Merit Financial Group
Georgia
$3.47M +$320K +3,833 +10%
DWT
454
Dorsey & Whitney Trust
South Dakota
$3.42M – – –
CFB
455
Cullen/Frost Bankers
Texas
$3.42M -$126K -1,508 -4%
CASB
456
Cape Ann Savings Bank
Massachusetts
$3.4M +$3.4M +39,016 New
CSM
457
CAMG Solamere Management
North Carolina
$3.38M -$19.1K -228 -0.6%
LPT
458
Legacy Private Trust
Wisconsin
$3.37M +$2.88M +34,464 +583%
CCG
459
Cypress Capital Group
Florida
$3.33M +$2.4M +28,749 +257%
Millennium Management
460
Millennium Management
New York
$3.3M -$2.99M -35,792 -48%
WP
461
WealthPLAN Partners
Nebraska
$3.28M +$65.8K +789 +2%
SIAM
462
Sterling Investment Advisors (Missouri)
Missouri
$3.27M -$180K -2,152 -5%
DC
463
Davenport & Co
Virginia
$3.22M +$165K +1,975 +5%
AC
464
Avestar Capital
New York
$3.21M -$117K -1,411 -4%
WB
465
WesBanco Bank
West Virginia
$3.21M +$2.95M +35,367 +1,136%
FFWA
466
FRG Family Wealth Advisors
Washington
$3.19M -$9.85K -118 -0.3%
ACM
467
Armbruster Capital Management
New York
$3.17M +$5.84K +70 +0.2%
ZIM
468
Zacks Investment Management
Illinois
$3.14M +$130K +1,561 +4%
OMC
469
Overbrook Management Corp
New York
$3.14M +$2.76M +33,032 +719%
CFG
470
Citizens Financial Group
Rhode Island
$3.13M -$6.09K -73 -0.2%
BCWM
471
Blue Chip Wealth Management
Florida
$3.11M +$79.4K +951 +3%
AWA
472
Arete Wealth Advisors
Illinois
$3.09M +$1.17M +14,002 +61%
NPF
473
Norris Perne & French
Michigan
$3.06M -$207K -2,478 -6%
AC
474
Alley Company
Illinois
$3.06M -$34.1K -408 -1%
ST
475
Spinnaker Trust
Maine
$3.05M +$100K +1,200 +3%
17 18
19
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