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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 %
RFO
526
RiverGlades Family Offices
Florida
$2.23M +$118K +1,419 +6%
Chevy Chase Trust
527
Chevy Chase Trust
Maryland
$2.21M +$10.6K +127 +0.5%
CBT
528
Central Bank & Trust
Kentucky
$2.17M +$185K +2,211 +9%
CL
529
Choreo LLC
Illinois
$2.17M -$170K -2,029 -7%
APSP
530
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.16M -$36.6K -438 -2%
TA
531
Tiedemann Advisors
New York
$2.16M +$1.07M +12,819 +99%
Koshinski Asset Management
532
Koshinski Asset Management
Illinois
$2.16M -$36.9K -442 -2%
PP
533
Paloma Partners
Connecticut
$2.15M +$2.15M +25,700 New
TFF
534
The Family Firm
Maryland
$2.14M -$33.4K -400 -2%
ACM
535
Alpha Capital Management
Texas
$2.14M +$195K +2,336 +10%
NPT
536
Nixon Peabody Trust
Massachusetts
$2.12M -$102K -1,224 -5%
RPGK
537
Retirement Planning Group (Kansas)
Kansas
$2.12M -$209K -2,502 -9%
BWAM
538
Boyd Watterson Asset Management
Ohio
$2.11M – – –
CS
539
Credit Suisse
Switzerland
$2.11M -$1.29M -15,415 -38%
FWM
540
Frontier Wealth Management
Missouri
$2.11M -$61K -731 -3%
MFW
541
Mosaic Family Wealth
Missouri
$2.08M -$406K -4,869 -16%
Barclays
542
Barclays
United Kingdom
$2.06M +$218K +2,609 +12%
BHIA
543
Birch Hill Investment Advisors
Massachusetts
$2.03M +$285K +3,417 +16%
SAA
544
Southeast Asset Advisors
Georgia
$2.01M +$826K +9,890 +69%
SXL
545
Summit X LLC
Missouri
$2.01M -$65.9K -778 -3%
CA
546
Cambridge Advisors
Nebraska
$1.98M – – –
WAG
547
Winthrop Advisory Group
Massachusetts
$1.98M -$68K -815 -3%
MYIA
548
Mount Yale Investment Advisors
Colorado
$1.96M +$340K +4,078 +21%
TCOT
549
Trust Company of Toledo
Ohio
$1.96M -$751 -9 -0%
FWP
550
FAS Wealth Partners
Kansas
$1.96M +$39.1K +469 +2%
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