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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 %
HWA
551
Heritage Way Advisors
Illinois
$1.95M +$115K +1,373 +6%
RhumbLine Advisers
552
RhumbLine Advisers
Massachusetts
$1.95M -$3.3M -39,482 -63%
BSW
553
Buckingham Strategic Wealth
Missouri
$1.95M +$641K +7,675 +49%
VIM
554
Vista Investment Management
Pennsylvania
$1.94M -$8.34K -100 -0.4%
GTAM
555
Global Trust Asset Management
Florida
$1.92M -$30.5K -365 -2%
SHCM
556
Stokes & Hubbell Capital Management
Louisiana
$1.92M +$606K +7,268 +46%
1WA
557
180 Wealth Advisors
Washington
$1.91M +$1.12M +13,458 +143%
GP
558
Geneva Partners
Wisconsin
$1.89M +$539K +6,457 +40%
PCG
559
Private Capital Group
Connecticut
$1.89M -$128K -1,533 -6%
RWG
560
Regal Wealth Group
California
$1.88M -$1.97M -23,570 -51%
WA
561
Waverly Advisors
Alabama
$1.88M – – –
VF
562
Virtu Financial
New York
$1.88M +$1.88M +22,477 New
PC
563
Port Capital
Illinois
$1.87M +$1K +12 +0.1%
SI
564
Stephens Inc
Arkansas
$1.87M +$358K +4,292 +24%
ACM
565
AUA Capital Management
Pennsylvania
$1.87M – – –
HB
566
Homrich & Berg
Georgia
$1.87M +$546K +6,537 +41%
FLA
567
Financial Life Advisors
Texas
$1.87M +$545K +6,531 +41%
WP
568
WealthShield Partners
North Carolina
$1.82M -$107K -1,274 -6%
SP
569
SWS Partners
Ohio
$1.82M +$251K +3,006 +16%
Lido Advisors
570
Lido Advisors
California
$1.82M +$247K +2,963 +16%
LFA
571
Legacy Financial Advisors
Kentucky
$1.8M +$311K +3,624 +21%
IWMA
572
Ironwood Wealth Management (Arizona)
Arizona
$1.8M +$1.8M +21,507 New
FPTW
573
Franklin, Parlapiano, Turner & Welch
Texas
$1.79M -$21.3K -255 -1%
BO
574
Bank OZK
Arkansas
$1.77M +$92.9K +1,113 +6%
CCP
575
Cardan Capital Partners
Colorado
$1.77M +$71.8K +860 +4%
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