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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 %
WIM
701
Westside Investment Management
California
$998K +$84.6K +1,001 +9%
AWM
702
Avior Wealth Management
Nebraska
$995K -$111K -1,334 -10%
FMWA
703
Forvis Mazars Wealth Advisors
Missouri
$987K +$20.5K +245 +2%
TI
704
Truepoint Inc
Ohio
$986K +$897K +10,745 +1,009%
VDFA
705
Vickerman & Driscoll Financial Advisors
Washington
$983K -$194K -2,318 -16%
CAL
706
Capital Advisors Ltd
Ohio
$983K +$252K +3,022 +35%
TFCP
707
Twin Focus Capital Partners
Massachusetts
$980K -$92.3K -1,106 -9%
PTB
708
Pioneer Trust Bank
Oregon
$972K -$39.2K -470 -4%
HIC
709
Holderness Investments Company
North Carolina
$970K +$85.5K +1,025 +10%
MFT
710
Moisand Fitzgerald Tamayo
Florida
$964K -$21.2K -254 -2%
KFGK
711
Keystone Financial Group (Kentucky)
Kentucky
$962K +$209K +2,485 +28%
RA
712
RFG Advisory
Alabama
$961K +$164K +1,963 +21%
WAP
713
Wealthcare Advisory Partners
Pennsylvania
$960K +$409K +4,900 +74%
Rockefeller Capital Management
714
Rockefeller Capital Management
New York
$954K – – –
MIC
715
Meridian Investment Counsel
California
$954K – – –
RMDI
716
R.M. Davis Inc
Maine
$949K -$80.4K -963 -8%
RPC
717
Rossmore Private Capital
Connecticut
$948K +$437K +5,229 +85%
PMFA
718
Plante Moran Financial Advisors
Michigan
$947K -$1.17K -14 -0.1%
CWM
719
Calamos Wealth Management
Illinois
$945K +$339K +4,068 +56%
BIA
720
Bigelow Investment Advisors
Maine
$940K +$197K +2,359 +26%
TIA
721
Tiemann Investment Advisors
California
$929K +$10.1K +121 +1%
DE
722
Day & Ennis
Georgia
$928K -$159K -1,901 -15%
LFPWM
723
Leicht Financial Planning & Wealth Management
New Jersey
$926K -$4.22K -50 -0.5%
RCA
724
Rowland Carmichael Advisors
Arizona
$919K -$29K -348 -3%
NP
725
NorthRock Partners
Minnesota
$913K -$287K -3,425 -24%
27 28
29
30 31