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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 %
SLG
876
Stanley-Laman Group
Pennsylvania
$437K +$5.34K +64 +1%
EWM
877
Empirical Wealth Management
Washington
$436K +$4.51K +54 +1%
MFBTD
878
MB Financial Bank - Trust Department
Illinois
$433K +$33.2K +397 +8%
IC
879
Intersect Capital
California
$427K -$16.1K -193 -4%
MC
880
Martin & Co
Tennessee
$426K -$26.3K -315 -6%
VCA
881
Verdence Capital Advisors
Maryland
$426K – – –
OWM
882
Orgel Wealth Management
Wisconsin
$420K -$90.3K -1,082 -18%
SWM
883
Stockman Wealth Management
Montana
$418K -$100K -1,200 -19%
AF
884
Advisornet Financial
Minnesota
$417K -$4.57M -54,753 -92%
BPC
885
Banque Pictet & Cie
Switzerland
$417K -$2.03M -24,400 -83%
GC
886
Gibson Capital
Pennsylvania
$417K – – –
SC
887
Scholtz & Company
Connecticut
$417K – – –
FPCP
888
Fort Point Capital Partners
California
$415K -$407K -4,876 -50%
SS
889
Sunbelt Securities
Texas
$413K +$161K +1,932 +64%
SA
890
Strategic Advisors
New York
$408K +$79.9K +958 +24%
TW
891
Transform Wealth
Colorado
$408K +$156K +1,864 +62%
CMP
892
Courage Miller Partners
Virginia
$407K +$7.67K +92 +2%
Fisher Asset Management
893
Fisher Asset Management
Washington
$407K +$148K +1,779 +57%
MCM
894
Mitchell Capital Management
Kansas
$405K -$62.2K -745 -13%
FFW
895
Fusion Family Wealth
New York
$405K +$18.1K +217 +5%
BI
896
Ballast Inc
Kentucky
$404K -$6.54K -78 -2%
PO
897
Private Ocean
California
$403K -$60.4K -724 -13%
DBT
898
Dubuque Bank & Trust
Iowa
$401K -$212K -2,540 -35%
RWA
899
River Wealth Advisors
Pennsylvania
$400K +$99.3K +1,190 +33%
BCA
900
Bay Colony Advisors
Massachusetts
$393K +$393K +4,714 New
34 35
36
37 38