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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 %
TIA
751
Tiemann Investment Advisors
California
$916K -$55K -631 -6%
OWP
752
Obermeyer Wealth Partners
Colorado
$916K +$185K +2,121 +25%
HS
753
Horan Securities
United States
$915K -$13.4K -170 -1%
PS
754
Portfolio Solutions
Michigan
$915K +$80.8K +940 +10%
FBA
755
Front Barnett Associates
Illinois
$898K – – –
PWS
756
Peloton Wealth Strategists
Indiana
$894K -$237K -2,723 -21%
RWP
757
RWA Wealth Partners
Massachusetts
$885K -$191K -2,186 -18%
WWM
758
Windsor Wealth Management
Indiana
$879K +$234K +2,679 +36%
HCC
759
Hirtle Callaghan & Co
Pennsylvania
$872K -$53.5K -614 -6%
BPCE
760
Bank Pictet & Cie (Europe)
Germany
$872K – – –
PG
761
Patten Group
Tennessee
$870K -$8.73K -100 -1%
NSIM
762
North Star Investment Management
Illinois
$861K +$17.7K +203 +2%
TA
763
Townsend & Associates
Colorado
$857K -$25.6K -293 -3%
JFG
764
JMG Financial Group
Illinois
$857K +$611 +7 +0.1%
PAI
765
Pittenger & Anderson Inc
Nebraska
$840K +$268K +3,076 +47%
FHC
766
First Heartland Consultants
Missouri
$835K +$95.3K +1,092 +13%
S
767
SignatureFD
Georgia
$833K +$292K +3,343 +54%
Neuberger Berman Group
768
Neuberger Berman Group
New York
$828K +$32.3K +371 +4%
KPAG
769
KLS Professional Advisors Group
New York
$820K +$68.7K +787 +9%
BOS
770
Bingham Osborn & Scarborough
California
$815K +$67.3K +772 +9%
Capital Fund Management (CFM)
771
Capital Fund Management (CFM)
France
$814K +$814K +9,329 New
G
772
Gainplan
Michigan
$813K -$13.2M -150,751 -94%
PP
773
Palladium Partners
Virginia
$812K – – –
DDC
774
DF Dent & Co
Maryland
$812K +$9.08K +104 +1%
NP
775
NorthRock Partners
Minnesota
$809K -$146K -1,663 -15%
29 30
31
32 33