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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
$218M
2
BlackRock
BlackRock
New York
$691M
3
Bank of America
Bank of America
North Carolina
$2.45B
4
Ameriprise
Ameriprise
Minnesota
$836M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$477M

Top Sellers

1
NCM
Nelson Capital Management
California
$28.6M
2
State Street
State Street
Massachusetts
$0
3
HNB
Huntington National Bank
Ohio
$181M
4
PPFA
Provida Pension Fund Administrator
Chile
$17.8M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$93.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$218M +$181M +2,074,857 +487%
AA
27
Alesco Advisors
New York
$184M -$7.12M -81,631 -4%
HNB
28
Huntington National Bank
Ohio
$181M -$157M – –
HTC
29
Haverford Trust Company
Pennsylvania
$161M -$960 -11 -0%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$159M +$18.6M +213,454 +13%
USAA
31
United Services Automobile Association
Texas
$148M +$4.5M +51,540 +3%
SB
32
Suntrust Banks
Georgia
$122M +$29.8M +341,792 +32%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$114M +$33.3M +381,972 +41%
SMM
34
Stadion Money Management
Georgia
$110M -$7.16M -82,039 -6%
AssetMark Inc
35
AssetMark Inc
California
$105M -$2.04M -23,406 -2%
AI
36
Atria Investments
North Carolina
$104M +$27.9M +319,330 +37%
Truist Financial
37
Truist Financial
North Carolina
$99.4M +$12M +137,643 +14%
AG
38
Advisor Group
Arizona
$96M +$38M +435,733 +66%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$95M -$5.61M -64,316 -6%
NMIMC
40
Northwestern Mutual Investment Management Company
Wisconsin
$93.4M -$101M -1,157,600 -52%
HighTower Advisors
41
HighTower Advisors
Illinois
$91.2M +$18.3M +209,646 +25%
Comerica Bank
42
Comerica Bank
Texas
$90.5M -$903K -11,510 -1%
Stifel Financial
43
Stifel Financial
Missouri
$89.2M +$4.59M +52,606 +5%
PAG
44
Private Advisor Group
New Jersey
$84.5M +$58.3M +668,458 +223%
UB
45
UMB Bank
Missouri
$81.9M +$3.39M +38,861 +4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$81.5M +$29.4M +336,434 +56%
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$80.2M +$1.43M +16,356 +2%
COPPSERS
48
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$77.9M +$47M +538,989 +152%
FI
49
FormulaFolio Investments
Michigan
$75.5M +$2.12M +24,310 +3%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$75.2M +$14.3M +166,585 +24%
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