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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 %
FPTW
601
Franklin, Parlapiano, Turner & Welch
Texas
$1.87M – – –
PIM
602
Penobscot Investment Management
Massachusetts
$1.87M +$72K +825 +4%
HWA
603
Heritage Way Advisors
Illinois
$1.86M -$178K -2,040 -9%
BO
604
Bank OZK
Arkansas
$1.86M +$6.11K +70 +0.3%
DBRC
605
D.B. Root & Company
Pennsylvania
$1.84M +$2.27K +26 +0.1%
1WA
606
180 Wealth Advisors
Washington
$1.84M -$157K -1,804 -8%
CT
607
Cambridge Trust
Massachusetts
$1.83M +$68.9K +790 +4%
CAG
608
Csenge Advisory Group
Florida
$1.83M +$1.6M +20,564 +698%
Lido Advisors
609
Lido Advisors
California
$1.83M -$77.3K -883 -4%
RWMH
610
Riverpoint Wealth Management Holdings
Illinois
$1.81M +$29.4K +336 +2%
NCM
611
Novare Capital Management
North Carolina
$1.8M +$371K +4,255 +26%
BSW
612
Buckingham Strategic Wealth
Missouri
$1.79M -$244K -2,791 -12%
WS
613
Wedbush Securities
California
$1.78M +$75.6K +866 +4%
PFM
614
Parsec Financial Management
North Carolina
$1.75M -$13.7K -157 -0.8%
SWA
615
Sutton Wealth Advisors
Florida
$1.73M +$45.7K +524 +3%
JSL
616
JT Stratford LLC
Georgia
$1.73M +$58.7K +673 +4%
TCM
617
Twin Capital Management
Pennsylvania
$1.72M +$1.72M +19,750 New
WA
618
Wilshire Advisors
California
$1.72M +$1.72M +19,750 New
LFA
619
Legacy Financial Advisors
Kentucky
$1.71M -$120K -1,375 -7%
FIB
620
First Interstate Bank
Montana
$1.71M +$45.4K +520 +3%
SEIA
621
Signature Estate & Investment Advisors
California
$1.7M +$351K +4,022 +26%
CGL
622
Clarius Group LLC
Washington
$1.69M -$14.7K -169 -0.9%
NCM
623
Narwhal Capital Management
Georgia
$1.68M -$67.5K -774 -4%
MCTIC
624
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.68M -$1.55M – –
SBH
625
Segall Bryant & Hamill
Illinois
$1.67M +$2.44K +28 +0.1%
23 24
25
26 27