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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 %
JCM
951
Jacobi Capital Management
Pennsylvania
$366K -$4.1K -47 -1%
MCP
952
Mirador Capital Partners
California
$366K – – –
MCM
953
Monument Capital Management
Virginia
$366K +$262 +3 +0.1%
PC
954
Peavine Capital
Nevada
$366K +$366K +4,200 New
WAOTB
955
Wealth Advisors of Tampa Bay
Florida
$364K – – –
GAMC
956
Garner Asset Management Corp
Texas
$364K +$436 +5 +0.1%
FFW
957
Fusion Family Wealth
New York
$362K -$61.6K -705 -15%
HCIA
958
Hochman Cole Investment Advisors
Illinois
$361K – – –
BCA
959
Bay Colony Advisors
Massachusetts
$359K -$52.4K -600 -13%
MCM
960
MV Capital Management
Maryland
$359K -$7.86K -90 -2%
AP
961
Appleton Partners
Massachusetts
$358K – – –
VCM
962
Virtue Capital Management
Tennessee
$358K +$143K +1,643 +67%
VCA
963
Verdence Capital Advisors
Maryland
$357K -$88.2K -1,010 -20%
SFP
964
Shepherd Financial Partners
Massachusetts
$357K – – –
FPCG
965
Fort Pitt Capital Group
Pennsylvania
$356K +$36.8K +421 +12%
CA
966
Calton & Associates
Florida
$354K +$20.6K +236 +6%
HA
967
Harborview Advisors
Maine
$348K -$15.3K -175 -4%
SMG
968
Spectrum Management Group
Indiana
$348K – – –
SYBT
969
Stock Yards Bank & Trust
Kentucky
$348K +$34.2K +392 +11%
KC
970
Kingfisher Capital
North Carolina
$341K -$138K -1,581 -29%
LFG
971
LifePlan Financial Group
Ohio
$340K -$3.14K -36 -0.9%
OAM
972
Occidental Asset Management
California
$340K +$340K +3,893 New
VBFG
973
Vishria Bird Financial Group
Tennessee
$339K – – –
SAM
974
Silvercrest Asset Management
New York
$339K +$31.8K +365 +10%
B
975
Bridgeworth
Alabama
$338K +$4.39K +51 +1%
37 38
39
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