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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 %
BIM
651
Bridgecreek Investment Management
Oklahoma
$1.23M – – –
MCM
652
Maple Capital Management
Vermont
$1.22M -$438K -5,250 -27%
CIAS
653
Capital Investment Advisory Services
North Carolina
$1.21M +$170K +2,031 +16%
GC
654
Gilbert & Cook
Iowa
$1.21M -$20K -240 -2%
SFI
655
SPC Financial Inc
Maryland
$1.21M +$87.7K +1,051 +8%
CBN
656
Cadence Bank NA
Texas
$1.2M -$164K -1,961 -12%
PWPS
657
Pinnacle Wealth Planning Services
Ohio
$1.2M -$50K -599 -4%
OLA
658
Oliver Luxxe Assets
New Jersey
$1.19M – – –
AEPG
659
American Economic Planning Group
New Jersey
$1.19M +$24K +287 +2%
PAMG
660
Patton Albertson Miller Group
Tennessee
$1.18M -$1.51M -18,095 -56%
CAM
661
Concorde Asset Management
Michigan
$1.17M +$3.76K +45 +0.3%
AFG
662
Arkansas Financial Group
Arkansas
$1.16M -$37.6K -451 -3%
LIA
663
LBMC Investment Advisors
Tennessee
$1.15M – – –
LIC
664
Lodestar Investment Counsel
Illinois
$1.15M – – –
BAC
665
Boys Arnold & Co
North Carolina
$1.15M -$31.2K -374 -3%
JA
666
JVL Associates
Michigan
$1.15M +$11.2K +134 +1%
GW
667
GW & Wade
Massachusetts
$1.14M +$278K +3,326 +32%
H
668
HoyleCohen
California
$1.14M +$8.51K +102 +0.8%
DCM
669
Donaldson Capital Management
Indiana
$1.13M +$84.9K +1,018 +8%
CB
670
Chemical Bank
Michigan
$1.12M -$154K -1,846 -12%
FMW
671
Farr Miller & Washington
District of Columbia
$1.11M +$139K +1,665 +14%
CIBC World Market
672
CIBC World Market
Ontario, Canada
$1.11M +$374K +4,484 +51%
SWM
673
SVA Wealth Management
Wisconsin
$1.11M -$100K -1,199 -8%
CT
674
Clearstead Trust
Maine
$1.11M +$1.11M +13,317 New
SC
675
Savant Capital
Illinois
$1.11M -$12.9K -155 -1%
25 26
27
28 29