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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 %
TNBTD
526
Trustmark National Bank Trust Department
Mississippi
$2.71M +$253K +2,900 +10%
GA
527
GFS Advisors
Texas
$2.69M -$166K -1,902 -6%
WA
528
Winfield Associates
Ohio
$2.69M +$2.03M +23,304 +310%
UBG
529
United Bank (Georgia)
Georgia
$2.68M +$76.9K +882 +3%
F
530
F3Logic
Minnesota
$2.67M -$3.08M -35,177 -54%
ST
531
Sabal Trust
Florida
$2.66M – – –
BWM
532
BerganKDV Wealth Management
Minnesota
$2.65M +$239K +2,737 +10%
AFC
533
AFT Forsyth & Company
Florida
$2.65M -$1.66K -19 -0.1%
CF
534
Corrigan Financial
Rhode Island
$2.63M +$51.2K +587 +2%
PWA
535
Peterson Wealth Advisors
Utah
$2.61M -$180K -2,060 -6%
IWA
536
IBEX Wealth Advisors
New Jersey
$2.6M +$763K +8,875 +41%
RA
537
RFG Advisory
Alabama
$2.59M +$1.59M +18,184 +158%
AMG
538
Asset Management Group
Connecticut
$2.59M -$349 -4 -0%
JIC
539
JRM Investment Counsel
Nebraska
$2.59M +$1.65M +18,912 +176%
TSWM
540
Triangle Securities Wealth Management
North Carolina
$2.58M +$872 +10 +0%
SFM
541
Signet Financial Management
New Jersey
$2.56M -$213K -2,442 -8%
BA
542
Ballew Advisors
Mississippi
$2.54M +$165K +2,161 +7%
WB
543
WesBanco Bank
West Virginia
$2.53M -$826K -9,469 -25%
CGH
544
Crossmark Global Holdings
Texas
$2.52M -$42.8K -491 -2%
AIP
545
Ameritas Investment Partners
Nebraska
$2.51M -$76.5K -877 -3%
CHJWM
546
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.5M +$27K +310 +1%
VWA
547
V Wealth Advisors
Kansas
$2.46M +$112K +1,280 +5%
NPT
548
Nixon Peabody Trust
Massachusetts
$2.45M +$228K +2,615 +10%
RW
549
Rand Wealth
Maryland
$2.45M +$7.15K +82 +0.3%
ACP
550
Arcus Capital Partners
Georgia
$2.4M +$6.63K +76 +0.3%
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