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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 %
MA
776
MCF Advisors
Kentucky
$698K +$56.2K +673 +9%
BCM
777
Brookmont Capital Management
Texas
$697K +$22.4K +268 +3%
KA
778
Kovack Advisors
Florida
$690K +$8.35K +100 +1%
PWM
779
Paulson Wealth Management
Illinois
$684K -$54.4K -652 -7%
GCA
780
Gradient Capital Advisors
California
$683K – – –
CG
781
Colony Group
Massachusetts
$680K +$84.4K +1,011 +14%
AllianceBernstein
782
AllianceBernstein
Tennessee
$679K -$66.9K -802 -9%
NFG
783
Next Financial Group
Texas
$678K -$1.14M -13,617 -63%
SCM
784
SOL Capital Management
Maryland
$674K +$17.5K +210 +3%
FC
785
Ferris Capital
Massachusetts
$672K -$280K -3,352 -29%
MBTD
786
Mechanics Bank - Trust Department
California
$667K -$64.4K -772 -9%
SFM
787
Signature Financial Management
Virginia
$666K – – –
AMCA
788
Arthur M. Cohen & Associates
Illinois
$665K – – –
FNBOO
789
First National Bank of Omaha
Nebraska
$660K -$235K -2,818 -26%
MMHP
790
Murphy Middleton Hinkle & Parker
Georgia
$658K +$213K +2,550 +48%
CI
791
Cigna Investments
Connecticut
$655K -$50.1K -600 -7%
DHFB
792
Dixon Hubard Feinour & Brown
Virginia
$654K +$2.75K +33 +0.4%
BFM
793
Broadview Financial Management
Wisconsin
$652K -$60.7K -727 -9%
OFG
794
Oxford Financial Group
Indiana
$650K – – –
BA
795
BKS Advisors
Michigan
$644K -$10.4K -125 -2%
Wolverine Trading
796
Wolverine Trading
Illinois
$641K – – –
BCA
797
Berman Capital Advisors
Georgia
$634K -$143K -1,717 -18%
WA
798
Winfield Associates
Ohio
$628K +$161K +1,926 +34%
BB
799
Busey Bank
Illinois
$627K -$20.9K -250 -3%
SSWM
800
Smith Salley Wealth Management
North Carolina
$621K -$98.6K -1,183 -14%
30 31
32
33 34