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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 %
LW
926
Linscomb Wealth
Texas
$409K +$4.1K +47 +1%
HPC
927
Hobart Private Capital
North Carolina
$409K +$39.8K +456 +11%
OAM
928
Oak Asset Management
California
$405K +$3.67K +42 +0.9%
QCIG
929
Quad-Cities Investment Group
Iowa
$404K +$26.1K +300 +7%
SHGA
930
Sand Hill Global Advisors
California
$403K – – –
APP
931
Avantax Planning Partners
Iowa
$396K -$11.9K -136 -3%
TRSOTSOK
932
Teachers Retirement System of the State of Kentucky
Kentucky
$393K – – –
SDWMA
933
Schneider Downs Wealth Management Advisors
Pennsylvania
$391K +$22.9K +263 +6%
CA
934
Commerzbank Aktiengesellschaft
Germany
$388K +$5.76K +66 +2%
MOS
935
MGO One Seven
Ohio
$387K +$387K +4,441 New
MCM
936
McRae Capital Management
New Jersey
$385K -$9.16K -105 -2%
PFGIA
937
Patriot Financial Group Insurance Agency
Massachusetts
$384K +$135K +1,548 +54%
ANBT
938
American National Bank & Trust
Texas
$383K -$10.2K -117 -3%
FA
939
Fortis Advisors
Pennsylvania
$383K +$349 +4 +0.1%
IIA
940
IPG Investment Advisors
California
$382K +$104K +1,189 +37%
VAM
941
Visionary Asset Management
Texas
$381K -$1.23M -14,085 -76%
CHC
942
City Holding Co
West Virginia
$380K +$1.31K +15 +0.3%
LIA
943
LS Investment Advisors
Michigan
$379K -$98.1K -1,125 -21%
ACM
944
AlphaStar Capital Management
North Carolina
$375K -$182K -2,084 -33%
ANTB
945
AMG National Trust Bank
Colorado
$375K – – –
FWSM
946
First Wilshire Securities Management
California
$375K – – –
TPCM
947
Three Peaks Capital Management
Colorado
$373K +$373K +4,278 New
PMG
948
Private Management Group
California
$371K +$371K +4,250 New
HBWM
949
Hollow Brook Wealth Management
New York
$370K +$64.3K +738 +21%
IC
950
InterOcean Capital
Illinois
$369K +$3.67K +42 +1%
36 37
38
39 40