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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 %
WAOTB
926
Wealth Advisors of Tampa Bay
Florida
$352K +$84.2K +997 +31%
SDWMA
927
Schneider Downs Wealth Management Advisors
Pennsylvania
$352K +$352K +4,221 New
MCP
928
Mirador Capital Partners
California
$351K – – –
MCM
929
MV Capital Management
Maryland
$351K +$6.52K +78 +2%
NAM
930
NorthCoast Asset Management
Connecticut
$350K +$350K +4,190 New
MCM
931
Monument Capital Management
Virginia
$350K +$350K +4,191 New
IC
932
InterOcean Capital
Illinois
$349K -$834 -10 -0.2%
HA
933
Harborview Advisors
Maine
$348K -$22.3K -267 -6%
GAMC
934
Garner Asset Management Corp
Texas
$348K – – –
FVCM
935
F&V Capital Management
Florida
$347K -$19.2K -230 -5%
SWM
936
Sequoia Wealth Management
Illinois
$345K -$24.1K -256 -7%
HCIA
937
Hochman Cole Investment Advisors
Illinois
$345K +$1.75K +21 +0.5%
AF
938
Affiance Financial
Minnesota
$344K +$66.7K +798 +24%
FIM
939
Frontier Investment Management
Texas
$343K -$52.1K -624 -13%
AP
940
Appleton Partners
Massachusetts
$343K +$81.5K +976 +31%
NWP
941
Northstar Wealth Partners
Connecticut
$341K +$5K +60 +1%
CA
942
Calton & Associates
Florida
$334K +$14K +160 +4%
SMG
943
Spectrum Management Group
Indiana
$333K – – –
GFP
944
Gryphon Financial Partners
Ohio
$331K -$15.5K -186 -4%
LFG
945
LifePlan Financial Group
Ohio
$328K – – –
VDI
946
Vaughan David Investments
Illinois
$328K +$45.8K +548 +16%
AWA
947
Acorn Wealth Advisors
Michigan
$326K – – –
NEPWA
948
New England Private Wealth Advisors
Massachusetts
$325K +$104K +1,252 +47%
CANC
949
Culbertson A N & Co
Virginia
$324K – – –
VBFG
950
Vishria Bird Financial Group
Tennessee
$324K +$324K +3,885 New
36 37
38
39 40