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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 %
CAS
951
Cue Advisory Services
Arizona
$323K -$8.76K -105 -3%
B
952
Bridgeworth
Alabama
$323K +$33.3K +399 +11%
PEA
953
Pacific Edge Advisors
California
$322K -$20.9K -250 -6%
OA
954
Oxbow Advisors
Texas
$319K – – –
WPP
955
Whalerock Point Partners
Rhode Island
$317K -$105K -1,255 -25%
NB
956
Nicolet Bankshares
Wisconsin
$317K – – –
WA1
957
Wimmer Associates 1
California
$317K +$835 +10 +0.3%
CIM
958
Confluence Investment Management
Missouri
$312K – – –
ICM
959
IMS Capital Management
Oregon
$312K +$31.3K +375 +11%
ANB
960
Amarillo National Bank
Texas
$307K -$38.3K -459 -11%
HCA
961
Harbour Capital Advisors
Virginia
$307K – – –
SFG
962
SNS Financial Group
Minnesota
$306K -$74.4K -892 -20%
FPCG
963
Fort Pitt Capital Group
Pennsylvania
$305K -$30.7K -368 -9%
MWM
964
Merriman Wealth Management
Washington
$303K – – –
SSWM
965
Sheets Smith Wealth Management
North Carolina
$302K +$73.1K +875 +32%
CCA
966
Cobblestone Capital Advisors
New York
$300K -$167 -2 -0.1%
PFA
967
Pathway Financial Advisors
Vermont
$300K – – –
SYBT
968
Stock Yards Bank & Trust
Kentucky
$300K +$10.8K +130 +4%
SAM
969
Silvercrest Asset Management
New York
$294K +$2.92K +35 +1%
IIC
970
Integrated Investment Consultants
Michigan
$293K -$112K -1,335 -28%
BDF
971
Balasa Dinverno & Foltz
$293K -$10K -120 -3%
Toronto Dominion Bank
972
Toronto Dominion Bank
Ontario, Canada
$293K -$7.43K -89 -2%
HBWM
973
Hollow Brook Wealth Management
New York
$293K +$3.34K +40 +1%
1SB
974
1ST Source Bank
Indiana
$288K – – –
LWAC
975
Laurel Wealth Advisors (California)
California
$287K -$33.6K -403 -10%
37 38
39
40 41