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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 %
FIB
601
First Interstate Bank
Montana
$1.59M +$26K +312 +2%
AIG
602
American International Group
New York
$1.58M +$1.58M +18,931 New
AW
603
ACG Wealth
Georgia
$1.56M +$203K +2,431 +15%
SAS
604
Stelac Advisory Services
New York
$1.55M +$77.2K +925 +5%
MCTIC
605
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.55M -$1.33M – –
VAM
606
Visionary Asset Management
Texas
$1.54M -$69.8K -834 -4%
WT
607
Washington Trust
Rhode Island
$1.52M -$24.8K -297 -2%
OA
608
Outfitter Advisors
Virginia
$1.52M – – –
LSERS
609
Louisiana State Employees Retirement System
Louisiana
$1.5M -$2.78M -33,300 -65%
SCA
610
Stonebridge Capital Advisors
Minnesota
$1.49M +$46.5K +557 +3%
TF
611
Tompkins Financial
New York
$1.49M +$18.9K +226 +1%
LPIC
612
LeJeune Puetz Investment Counsel
Michigan
$1.48M +$325K +3,900 +28%
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$1.48M -$3.17K -38 -0.2%
BJ
614
Brouwer & Janachowski
California
$1.47M -$62.7K -751 -4%
QA
615
Quantitative Advantage
Minnesota
$1.45M -$8.1K -97 -0.6%
SMFS
616
Squar Milner Financial Services
California
$1.45M -$31.1K -373 -2%
IWP
617
Icon Wealth Partners
Texas
$1.44M +$29K +347 +2%
KBFS
618
Kohmann Bosshard Financial Services
Ohio
$1.43M -$17.4K -208 -1%
RI
619
RPTC Inc
Wyoming
$1.42M – – –
SFA
620
Sequoia Financial Advisors
Ohio
$1.39M -$23.1K -277 -2%
ST
621
Somerset Trust
Pennsylvania
$1.39M -$22.4K -268 -2%
IWC
622
Integrated Wealth Concepts
Massachusetts
$1.37M +$143K +1,699 +12%
LWM
623
Lyell Wealth Management
California
$1.37M +$1.04M +12,397 +309%
SCA
624
STALEY CAPITAL ADVISERS
Pennsylvania
$1.37M – – –
NCM
625
Novare Capital Management
North Carolina
$1.37M +$224K +2,685 +20%
23 24
25
26 27