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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 %
CWM
501
Capital Wealth Management
Rhode Island
$3.13M +$293K +3,355 +10%
TA
502
Tiedemann Advisors
New York
$3.12M +$860K +9,813 +38%
EIA
503
Edgemoor Investment Advisors
Maryland
$3.09M +$405K +4,641 +15%
CBT
504
Central Bank & Trust
Kentucky
$3.08M +$808K +9,264 +36%
PI
505
PFS Investments
Georgia
$3.06M +$3.06M +35,091 New
CPA
506
Clear Perspective Advisors
Illinois
$3.06M +$478K +5,481 +19%
RCG
507
Ruggie Capital Group
Florida
$3.06M -$1.42M -16,253 -32%
WP
508
WealthPLAN Partners
Nebraska
$3.04M +$34.6K +454 +1%
MIG
509
McGuire Investment Group
Rhode Island
$3.03M +$3.03M +34,705 New
SAA
510
Southeast Asset Advisors
Georgia
$3.03M +$920K +10,543 +44%
MA
511
Mutual Advisors
Nebraska
$3M +$624K +7,150 +26%
UF
512
Univest Financial
Pennsylvania
$2.99M +$2.99M +34,274 New
KA
513
Kovack Advisors
Florida
$2.99M +$2.27M +25,978 +314%
SWM
514
Sequoia Wealth Management
Illinois
$2.98M +$2.66M +30,546 +835%
CFG
515
Citizens Financial Group
Rhode Island
$2.96M -$314K -3,597 -10%
CA
516
Continuum Advisory
Idaho
$2.89M -$167K -1,940 -5%
BWA
517
BDO Wealth Advisors
Florida
$2.87M +$183K +2,103 +7%
SI
518
Stephens Inc
Arkansas
$2.81M +$852K +9,762 +43%
CC
519
Cadinha & Co
Hawaii
$2.8M +$32.5K +372 +1%
RIG
520
Renaissance Investment Group
Massachusetts
$2.79M +$7.85K +90 +0.3%
KTM
521
Keeler Thomas Management
Utah
$2.78M +$2.78M +21,839 New
PA
522
PFG Advisors
Arizona
$2.76M +$367K +4,682 +15%
WI
523
WrapManager Inc
California
$2.75M -$275K -3,150 -9%
CCMG
524
Clark Capital Management Group
Pennsylvania
$2.72M -$1.67M -19,136 -38%
TWA
525
Tillar-Wenstrup Advisors
Ohio
$2.71M -$74.3K -851 -3%
19 20
21
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