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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 %
CAM
676
Congress Asset Management
Massachusetts
$1.11M +$20.9K +250 +2%
ECM
677
Evergreen Capital Management
Washington
$1.1M -$43.4K -520 -4%
PFM
678
Phillips Financial Management
Indiana
$1.1M -$17.8K -211 -2%
PWS
679
Peloton Wealth Strategists
Indiana
$1.08M +$60.5K +725 +6%
SFG
680
Sage Financial Group
Pennsylvania
$1.08M +$1.08M +12,925 New
BJL
681
Brighton Jones LLC
Washington
$1.08M -$213K -2,550 -17%
PPSG
682
Princeton Portfolio Strategies Group
New Jersey
$1.07M +$1.07M +12,860 New
TH
683
TCTC Holdings
Texas
$1.07M – – –
Nomura Asset Management
684
Nomura Asset Management
Japan
$1.06M +$1.06M +12,700 New
JG
685
Jefferies Group
New York
$1.06M +$6.76K +81 +0.6%
CFA
686
Cahill Financial Advisors
Minnesota
$1.05M +$147K +1,765 +16%
DY
687
Dowling & Yahnke
California
$1.05M -$45.3K -543 -4%
SQA
688
Simon Quick Advisors
New Jersey
$1.05M +$33.3K +399 +3%
BA
689
Bristlecone Advisors
Washington
$1.04M +$2.67K +32 +0.3%
KWM
690
Kingsview Wealth Management
Oregon
$1.04M +$96.4K +1,155 +10%
WSTAM
691
Wilbanks Smith & Thomas Asset Management
Virginia
$1.03M +$424K +5,086 +70%
RWP
692
RWA Wealth Partners
Massachusetts
$1.03M +$246K +2,951 +31%
PIA
693
Piedmont Investment Advisors
North Carolina
$1.02M +$1.02M +12,275 New
TTWM
694
TCV Trust & Wealth Management
Virginia
$1.02M – – –
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01M -$262K -3,138 -21%
EIA
696
Eldridge Investment Advisors
New Hampshire
$1.01M -$7.01K -84 -0.7%
GG
697
GenWealth Group
New Jersey
$1.01M -$89.4K -1,058 -8%
HS
698
Horan Securities
United States
$1.01M -$24.4K -283 -2%
PL
699
Plancorp LLC
Missouri
$1.01M – – –
AOWM
700
Alpha Omega Wealth Management
Virginia
$1M -$75.1K -900 -7%
26 27
28
29 30