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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 %
GP
801
Girard Partners
Pennsylvania
$743K -$70.3K -807 -9%
BCM
802
Brookmont Capital Management
Texas
$743K +$14.7K +168 +2%
MLIC
803
Mandatum Life Insurance Company
Finland
$740K – – –
BW
804
Bison Wealth
Georgia
$737K +$367K +4,207 +99%
OC
805
Oakworth Capital
Alabama
$731K +$679K +7,782 +1,297%
PFA
806
Pathway Financial Advisors
Vermont
$702K +$440K +6,045 +168%
SFM
807
Signature Financial Management
Virginia
$697K – – –
PWM
808
Paulson Wealth Management
Illinois
$694K +$52.3K +668 +8%
MOACM
809
Mutual of America Capital Management
New York
$693K +$693K +7,943 New
MBTD
810
Mechanics Bank - Trust Department
California
$688K -$9.6K -110 -1%
GCA
811
Gradient Capital Advisors
California
$687K -$26.5K -304 -4%
MMHP
812
Murphy Middleton Hinkle & Parker
Georgia
$687K – – –
CG
813
Colony Group
Massachusetts
$686K -$25.1K -288 -4%
BBHC
814
Brown Brothers Harriman & Co
New York
$686K +$44.4K +509 +7%
BCM
815
BTC Capital Management
Iowa
$677K +$677K +7,759 New
WSTAM
816
Wilbanks Smith & Thomas Asset Management
Virginia
$674K -$405K -4,636 -38%
SSWM
817
Smith Salley Wealth Management
North Carolina
$674K +$24.8K +284 +4%
BFM
818
Broadview Financial Management
Wisconsin
$673K -$8.38K -96 -1%
DHFB
819
Dixon Hubard Feinour & Brown
Virginia
$668K -$15.3K -175 -2%
PCA
820
Providence Capital Advisors
North Carolina
$667K +$56.8K +651 +9%
PFC
821
Personal Financial Consultants
California
$667K +$667K +7,650 New
ACP
822
Aviance Capital Partners
Florida
$665K +$41.5K +476 +7%
BA
823
BKS Advisors
Michigan
$664K -$8.72K -100 -1%
PAM
824
Peak Asset Management
Colorado
$659K +$128K +1,464 +24%
BB
825
Busey Bank
Illinois
$655K – – –
31 32
33
34 35