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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 %
CCT
576
Country Club Trust
Missouri
$1.76M -$13.4K -161 -0.8%
DBRC
577
D.B. Root & Company
Pennsylvania
$1.76M -$49.8K -596 -3%
DWM
578
Dynasty Wealth Management
Florida
$1.76M +$393K +4,710 +29%
IWM
579
IHT Wealth Management
Illinois
$1.75M +$667K +7,991 +62%
MWAC
580
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.74M +$573K +6,864 +49%
PL
581
Parthenon LLC
Kentucky
$1.72M +$185K +2,220 +12%
PIM
582
Penobscot Investment Management
Massachusetts
$1.72M +$117K +1,398 +7%
PIM
583
Parker Investment Management
California
$1.71M +$104K +1,250 +6%
PWW
584
Pettyjohn Wood & White
Virginia
$1.7M +$149K +1,782 +10%
RWMH
585
Riverpoint Wealth Management Holdings
Illinois
$1.7M +$1.41M +16,939 +503%
SEI Investments
586
SEI Investments
Pennsylvania
$1.69M +$810K +9,706 +92%
CT
587
Cambridge Trust
Massachusetts
$1.69M -$204K -2,443 -11%
PFM
588
Parsec Financial Management
North Carolina
$1.68M +$25.7K +308 +2%
ACP
589
Aveo Capital Partners
Colorado
$1.67M -$162K -1,944 -9%
NCM
590
Narwhal Capital Management
Georgia
$1.67M +$33.8K +405 +2%
BC
591
Brinker Capital
Pennsylvania
$1.64M +$1.64M +19,633 New
WB
592
Wilks Brothers
Texas
$1.64M +$1.64M +19,600 New
CGL
593
Clarius Group LLC
Washington
$1.63M +$1.14M +13,652 +231%
WS
594
Wedbush Securities
California
$1.63M -$41.8K -501 -3%
I
595
INVST
Indiana
$1.63M +$1.37M +16,395 +531%
MSAM
596
Moloney Securities Asset Management
Missouri
$1.62M +$11.9K +142 +0.7%
SWA
597
Sutton Wealth Advisors
Florida
$1.61M – – –
IWA
598
IBEX Wealth Advisors
New Jersey
$1.61M – – –
JSL
599
JT Stratford LLC
Georgia
$1.6M +$52.2K +626 +3%
SBH
600
Segall Bryant & Hamill
Illinois
$1.59M +$141K +1,685 +10%
22 23
24
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