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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 %
MC
801
Moors & Cabot
Massachusetts
$617K -$72.2K -865 -10%
WWM
802
Windsor Wealth Management
Indiana
$617K +$154K +1,843 +33%
NGA
803
Naples Global Advisors
Florida
$615K -$6.26K -75 -1%
BBHC
804
Brown Brothers Harriman & Co
New York
$614K -$22.4K -268 -4%
PSF
805
Pacific Sun Financial
California
$607K +$11.3K +130 +2%
AFM
806
Andesa Financial Management
Pennsylvania
$606K -$40.1K -480 -6%
ACP
807
Aviance Capital Partners
Florida
$596K – – –
GMA
808
Goldstein Munger & Associates
California
$595K – – –
EWF
809
Epstein & White Financial
California
$593K -$1.14M -13,666 -66%
KIA
810
KCM Investment Advisors
California
$593K – – –
M
811
MOTCO
Texas
$591K -$71.4K -855 -11%
HCM
812
Harvest Capital Management
New Hampshire
$590K – – –
LFR
813
Lehman Financial Resources
Pennsylvania
$589K +$589K +7,065 New
PCA
814
Providence Capital Advisors
North Carolina
$584K +$10.3K +123 +2%
BBA
815
Braun-Bostich & Associates
Pennsylvania
$579K +$14.7K +176 +3%
PAA
816
Peregrine Asset Advisers
Oregon
$574K – – –
MWM
817
Modera Wealth Management
New Jersey
$573K +$58.3K +698 +11%
LCC
818
Lincoln Capital Corp
Rhode Island
$568K – – –
CHA
819
Carmichael Hill & Associates
Maryland
$567K – – –
HFS
820
Haverford Financial Services
Pennsylvania
$566K +$73.8K +885 +15%
OFG
821
OmniStar Financial Group
North Carolina
$564K -$17.2K -206 -3%
FA
822
FMA Advisory
Pennsylvania
$563K +$9.94K +119 +2%
MHS
823
M Holdings Securities
Oregon
$562K +$15.1K +181 +3%
DSC
824
Duncker Streett & Co
Missouri
$559K – – –
HSBC Holdings
825
HSBC Holdings
United Kingdom
$559K +$559K +6,698 New
31 32
33
34 35