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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 %
PSUF
726
People's United Financial
Connecticut
$912K -$67.4K -807 -7%
JIC
727
JRM Investment Counsel
Nebraska
$896K +$896K +10,740 New
DIA
728
Dana Investment Advisors
Wisconsin
$892K – – –
MWP
729
MYCIO Wealth Partners
Pennsylvania
$892K +$486K +5,823 +120%
HCC
730
Hirtle Callaghan & Co
Pennsylvania
$886K – – –
AFP
731
Ausdal Financial Partners
Iowa
$879K +$44.3K +531 +5%
PCMK
732
Paragon Capital Management (Kansas)
Kansas
$872K +$79.1K +2,755 +10%
BAAM
733
Baker Avenue Asset Management
California
$861K -$1.17M -14,018 -58%
FBA
734
Front Barnett Associates
Illinois
$859K -$59.7K -715 -6%
TA
735
Townsend & Associates
Colorado
$845K +$680K +8,149 +414%
CCMD
736
Cypress Capital Management (Delaware)
Delaware
$842K – – –
PG
737
Patten Group
Tennessee
$840K -$33.8K -405 -4%
ACI
738
Alpha Cubed Investments
California
$840K +$129K +1,544 +18%
BPCE
739
Bank Pictet & Cie (Europe)
Germany
$835K -$240K -2,880 -22%
JFG
740
JMG Financial Group
Illinois
$819K +$186K +2,223 +29%
HIMC
741
Heritage Investors Management Corp
Maryland
$814K +$474K +5,673 +139%
RWA
742
Ropes Wealth Advisors
Massachusetts
$811K +$299K +3,582 +58%
PS
743
Portfolio Solutions
Michigan
$810K +$38.5K +461 +5%
LCM
744
Laurion Capital Management
New York
$808K +$808K +9,685 New
NSIM
745
North Star Investment Management
Illinois
$806K +$85.5K +1,025 +12%
LWMT
746
Legacy Wealth Management (Tennessee)
Tennessee
$793K -$52K -623 -6%
6M
747
6 Meridian
Kansas
$788K +$111K +1,327 +16%
HPC
748
HM Payson & Co
Maine
$787K -$9.84K -118 -1%
BRF
749
B. Riley Financial
California
$781K -$83.6K -970 -10%
GP
750
Girard Partners
Pennsylvania
$779K -$30K -360 -4%
28 29
30
31 32