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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 %
NGA
826
Naples Global Advisors
Florida
$646K +$3.06K +35 +0.5%
FA
827
FMA Advisory
Pennsylvania
$634K +$45.7K +523 +8%
MHS
828
M Holdings Securities
Oregon
$627K +$39K +447 +7%
CB
829
Cadence Bank
Mississippi
$624K +$624K +7,152 New
GMA
830
Goldstein Munger & Associates
California
$622K – – –
KIA
831
KCM Investment Advisors
California
$620K – – –
FA
832
Fiducient Advisors
Illinois
$619K -$123K -1,408 -17%
M
833
MOTCO
Texas
$609K -$7.58K -87 -1%
BCA
834
Berman Capital Advisors
Georgia
$608K -$55.1K -632 -8%
CWS
835
Cypress Wealth Services
California
$603K +$101K +1,156 +20%
PAA
836
Peregrine Asset Advisers
Oregon
$600K – – –
CHA
837
Carmichael Hill & Associates
Maryland
$600K +$6.46K +74 +1%
MWM
838
Modera Wealth Management
New Jersey
$599K – – –
EAM
839
Evanson Asset Management
California
$598K +$17.7K +203 +3%
MC
840
Moors & Cabot
Massachusetts
$597K -$48K -550 -7%
CPC
841
Congress Park Capital
New York
$597K +$228K +2,611 +62%
CI
842
Cigna Investments
Connecticut
$593K -$20.3K -260 -3%
LCC
843
Lincoln Capital Corp
Rhode Island
$593K – – –
HFS
844
Haverford Financial Services
Pennsylvania
$592K – – –
BFA
845
Bragg Financial Advisors
North Carolina
$592K +$35.9K +411 +6%
DSC
846
Duncker Streett & Co
Missouri
$585K +$523 +6 +0.1%
HCM
847
Harvest Capital Management
New Hampshire
$583K -$34K -390 -6%
TCM
848
Tufton Capital Management
Maryland
$583K +$25.8K +296 +5%
RFA
849
Reilly Financial Advisors
California
$583K +$531K +6,089 +1,020%
SRC
850
Shufro Rose & Co
New York
$581K – – –
32 33
34
35 36