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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 %
1IA
676
1834 Investment Advisors
Wisconsin
$1.31M -$43.2K -495 -3%
Renaissance Technologies
677
Renaissance Technologies
New York
$1.31M -$1.74M -19,900 -57%
AL
678
Aspiriant LLC
California
$1.3M +$12.7K +146 +1%
PFM
679
Phillips Financial Management
Indiana
$1.29M +$171K +1,992 +15%
MFW
680
Mosaic Family Wealth
Missouri
$1.29M -$659K -8,406 -34%
PFS
681
Prospera Financial Services
Texas
$1.29M +$2.76K +33 +0.2%
BIM
682
Bridgecreek Investment Management
Oklahoma
$1.29M – – –
BFPW
683
BOK Financial Private Wealth
Colorado
$1.28M -$49.5K -567 -4%
FC
684
Ferris Capital
Massachusetts
$1.27M +$569K +6,517 +81%
BHBT
685
Burke & Herbert Bank & Trust
Virginia
$1.27M -$21.5K -246 -2%
RT
686
Rockland Trust
Massachusetts
$1.26M -$122K -1,396 -9%
CBN
687
Cadence Bank NA
Texas
$1.26M – – –
CI
688
Chartist Inc
California
$1.26M -$65K -745 -5%
CWM
689
Calamos Wealth Management
Illinois
$1.25M +$266K +3,048 +27%
JG
690
Jefferies Group
New York
$1.25M +$146K +1,668 +13%
TFCP
691
Twin Focus Capital Partners
Massachusetts
$1.25M +$227K +2,602 +22%
SWM
692
SVA Wealth Management
Wisconsin
$1.25M +$84.4K +967 +7%
AF
693
Advisornet Financial
Minnesota
$1.23M +$793K +9,090 +182%
PWPS
694
Pinnacle Wealth Planning Services
Ohio
$1.22M -$37.9K -434 -3%
AFG
695
Arkansas Financial Group
Arkansas
$1.21M -$3.05K -35 -0.3%
CIBC World Market
696
CIBC World Market
Ontario, Canada
$1.21M +$48K +550 +4%
LIA
697
LBMC Investment Advisors
Tennessee
$1.21M – – –
LIC
698
Lodestar Investment Counsel
Illinois
$1.21M – – –
TC
699
Trust Company
Kansas
$1.2M -$156K -1,787 -11%
BRWM
700
B. Riley Wealth Management
Tennessee
$1.2M +$1.2M +13,728 New
26 27
28
29 30