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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 %
EFS
501
Essex Financial Services
Connecticut
$2.49M +$536K +6,420 +27%
AIP
502
Ameritas Investment Partners
Nebraska
$2.48M +$94.3K +1,130 +4%
AMG
503
Asset Management Group
Connecticut
$2.48M -$41.2K -494 -2%
TSWM
504
Triangle Securities Wealth Management
North Carolina
$2.47M +$189K +2,261 +8%
BRWA
505
B. Riley Wealth Advisors
Florida
$2.47M +$541K +6,481 +28%
CPA
506
Clear Perspective Advisors
Illinois
$2.47M +$1.95M +23,421 +379%
CF
507
Corrigan Financial
Rhode Island
$2.47M +$103K +1,238 +4%
CGH
508
Crossmark Global Holdings
Texas
$2.45M -$350K -4,199 -13%
MAS
509
Managed Account Services
Florida
$2.45M -$12.5K -150 -0.5%
BCM
510
Brasada Capital Management
Texas
$2.44M +$136K +1,628 +6%
CHJWM
511
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.4M -$12.7K -150 -0.5%
CIC
512
Carnegie Investment Counsel
Ohio
$2.37M +$1.02M +11,614 +76%
PWMAG
513
Pinnacle Wealth Management Advisory Group
New Jersey
$2.36M +$1.23M +14,755 +109%
TNBTD
514
Trustmark National Bank Trust Department
Mississippi
$2.35M +$295K +3,535 +14%
RW
515
Rand Wealth
Maryland
$2.33M +$161K +1,932 +7%
VWA
516
V Wealth Advisors
Kansas
$2.33M +$115K +1,329 +5%
OCM
517
One Capital Management
California
$2.32M -$59.9K -717 -3%
BIM
518
Baldwin Investment Management
Pennsylvania
$2.32M +$250K +3,000 +12%
BWM
519
BerganKDV Wealth Management
Minnesota
$2.31M +$413K +4,948 +22%
PWM
520
Perigon Wealth Management
California
$2.3M +$23.9K +286 +1%
ACP
521
Arcus Capital Partners
Georgia
$2.29M +$958K +11,482 +72%
JCM
522
Janney Capital Management
Pennsylvania
$2.28M -$336K -4,030 -13%
MA
523
Mutual Advisors
Nebraska
$2.28M +$501K +6,003 +28%
PP
524
PrairieView Partners
Minnesota
$2.26M +$141K +1,689 +7%
Invesco
525
Invesco
Georgia
$2.25M -$66.8K -800 -3%
19 20
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