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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 %
DACG
851
Donor Advised Charitable Giving
California
$581K +$36K +413 +7%
FPCP
852
Fort Point Capital Partners
California
$573K +$140K +1,600 +32%
EWM
853
Evercore Wealth Management
New York
$568K +$269K +3,086 +90%
HIS
854
Horizon Investment Services
Indiana
$564K +$2.62K +30 +0.5%
BI
855
Bredin Investment
Delaware
$562K – – –
SCM
856
Sterling Capital Management
North Carolina
$562K – – –
AF
857
Alerus Financial
North Dakota
$559K – – –
OFG
858
Oxford Financial Group
Indiana
$558K -$121K -1,385 -18%
Fisher Asset Management
859
Fisher Asset Management
Washington
$556K +$131K +1,499 +31%
ST
860
Sageworth Trust
Pennsylvania
$554K – – –
WC
861
Wexford Capital
Florida
$552K +$552K +6,328 New
NAM
862
North American Management
Massachusetts
$549K +$11K +126 +2%
PD
863
Planning Directions
Pennsylvania
$549K +$44K +504 +9%
EWM
864
Empirical Wealth Management
Washington
$548K +$92K +1,055 +20%
PCM
865
Perritt Capital Management
Illinois
$544K – – –
MPM
866
Meritage Portfolio Management
Kansas
$542K -$5.23K -60 -1%
CFSG
867
Community Financial Services Group
Vermont
$542K +$35.1K +402 +7%
OFG
868
OmniStar Financial Group
North Carolina
$538K -$51.4K -590 -9%
CCP
869
Corient Capital Partners
California
$536K – – –
HCM
870
Howland Capital Management
Massachusetts
$533K +$52.4K +600 +11%
CANC
871
Culbertson A N & Co
Virginia
$530K +$192K +2,200 +57%
BAM
872
Berkshire Asset Management
Pennsylvania
$524K +$524K +6,005 New
BIA
873
Biondo Investment Advisors
Pennsylvania
$520K +$43.2K +495 +9%
VIA
874
Vantage Investment Advisors
Pennsylvania
$520K +$45.1K +518 +10%
VCM
875
Vivaldi Capital Management
Illinois
$518K – – –
33 34
35
36 37