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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 %
APP
901
Avantax Planning Partners
Iowa
$390K -$412K -4,938 -51%
LW
902
Linscomb Wealth
Texas
$387K – – –
SHGA
903
Sand Hill Global Advisors
California
$386K +$129K +1,540 +50%
CCA
904
Clearwater Capital Advisors
Illinois
$383K – – –
OAM
905
Oak Asset Management
California
$383K +$19.1K +229 +5%
MCM
906
McRae Capital Management
New Jersey
$377K +$16.5K +198 +5%
ANBT
907
American National Bank & Trust
Texas
$376K – – –
TRSOTSOK
908
Teachers Retirement System of the State of Kentucky
Kentucky
$376K – – –
EA
909
Edge Advisors
Georgia
$375K – – –
SC
910
Scotia Capital
Ontario, Canada
$373K – – –
RC
911
RegentAtlantic Capital
New Jersey
$367K – – –
FA
912
Fortis Advisors
Pennsylvania
$366K +$272K +3,260 +291%
FFA
913
First Foundation Advisors
California
$366K +$366K +4,390 New
CA
914
Commerzbank Aktiengesellschaft
Germany
$365K – – –
CHC
915
City Holding Co
West Virginia
$362K – – –
QCIG
916
Quad-Cities Investment Group
Iowa
$362K +$41.4K +496 +13%
SFP
917
Shepherd Financial Partners
Massachusetts
$360K +$9.12K +108 +3%
ANTB
918
AMG National Trust Bank
Colorado
$359K – – –
FWSM
919
First Wilshire Securities Management
California
$359K – – –
JA
920
JOYN Advisors
Georgia
$359K +$67.2K +804 +23%
FMBTD
921
First Midwest Bank Trust Division
Illinois
$358K -$52K -622 -13%
BW
922
Bison Wealth
Georgia
$354K -$9.6K -115 -3%
CPC
923
Congress Park Capital
New York
$354K – – –
JCM
924
Jacobi Capital Management
Pennsylvania
$354K +$14.2K +170 +4%
HPC
925
Hobart Private Capital
North Carolina
$353K +$2K +24 +0.6%
35 36
37
38 39