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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 %
PP
751
Palladium Partners
Virginia
$777K +$40K +479 +5%
TD Asset Management
752
TD Asset Management
Ontario, Canada
$771K -$89.6K -1,073 -10%
BCWM
753
Bartlett & Co Wealth Management
Ohio
$771K +$58.7K +701 +8%
BC
754
Bartlett & Co
Ohio
$769K +$58.5K +701 +8%
DDC
755
DF Dent & Co
Maryland
$768K – – –
WPW
756
Waldron Private Wealth
Pennsylvania
$768K – – –
FBC
757
Fairfield, Bush & Co
Connecticut
$768K – – –
CG
758
Corundum Group
Colorado
$764K – – –
Neuberger Berman Group
759
Neuberger Berman Group
New York
$762K +$104K +1,248 +16%
SCG
760
Sonata Capital Group
Washington
$755K – – –
WPA
761
West Paces Advisors
Georgia
$754K – – –
HCMT
762
Highland Capital Management (Tennessee)
Tennessee
$751K – – –
EWA
763
Exencial Wealth Advisors
Oklahoma
$751K +$15.8K +189 +2%
SNT
764
Security National Trust
West Virginia
$748K -$11.3K -135 -1%
EWM
765
Endurance Wealth Management
Rhode Island
$744K +$166K +1,985 +29%
Simplex Trading
766
Simplex Trading
Illinois
$729K +$729K +8,744 New
BFA
767
Beaumont Financial Advisors
Massachusetts
$728K -$7.43K -89 -1%
WWM
768
Willingdon Wealth Management
North Carolina
$727K -$58.8K -704 -7%
KPAG
769
KLS Professional Advisors Group
New York
$718K – – –
BOS
770
Bingham Osborn & Scarborough
California
$715K -$10.4K -125 -1%
TA
771
Trellis Advisors
Washington
$714K +$714K +8,552 New
FA
772
Fiducient Advisors
Illinois
$709K +$709K +8,498 New
FHC
773
First Heartland Consultants
Missouri
$708K -$1.89M -22,692 -73%
MLIC
774
Mandatum Life Insurance Company
Finland
$708K -$34.8K -417 -5%
OWP
775
Obermeyer Wealth Partners
Colorado
$699K +$699K +8,377 New
29 30
31
32 33