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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
$2.23B
3
Ameriprise
Ameriprise
Minnesota
$624M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$96.2M
5
USAA
United Services Automobile Association
Texas
$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$35.5M
2
HNB
Huntington National Bank
Ohio
$157M
3
GT
Glenmede Trust
Pennsylvania
$0
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$186M
5
VA
Valmark Advisers
Ohio
$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFIA
76
Cantor Fitzgerald Investment Advisors
New York
$41.1M -$1.11M -13,276 -3%
RIG
77
Roosevelt Investment Group
New York
$40.8M +$36.7M +440,107 +895%
CIA
78
Capital Investment Advisors
Georgia
$40.2M -$204K -2,443 -0.5%
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$40M +$386K +4,623 +1%
WF
80
WealthTrust Fairport
Ohio
$39.7M +$343K +4,111 +0.9%
LSAG
81
Lake Street Advisors Group
New Hampshire
$39.7M +$7.46M +89,415 +23%
GFPC
82
Global Financial Private Capital
Florida
$39.6M +$2.91M +34,827 +8%
BF
83
BOK Financial
Oklahoma
$39.4M +$13.9M +166,759 +55%
MML Investors Services
84
MML Investors Services
Massachusetts
$39.2M +$6.58M +78,832 +20%
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$38.9M +$514K +6,159 +1%
VC
86
Vicus Capital
Pennsylvania
$38.5M +$781K +9,357 +2%
GHA
87
GW Henssler & Associates
Georgia
$38M -$663K -7,947 -2%
MIA
88
MainStreet Investment Advisors
Illinois
$38M +$291K +3,484 +0.8%
Bessemer Group
89
Bessemer Group
New Jersey
$37.8M +$1M +12,003 +3%
Lazard Asset Management
90
Lazard Asset Management
New York
$37.6M -$5.51M -65,994 -13%
AIM
91
Acropolis Investment Management
Missouri
$36.6M +$362K +4,332 +1%
CTA
92
Chesley Taft & Associates
Illinois
$36.5M +$8.18M +98,041 +29%
UCFA
93
United Capital Financial Advisors
Texas
$35.8M -$243K -2,906 -0.7%
SSB
94
Sandy Spring Bank
Maryland
$35.5M +$1.13M +13,578 +3%
APCM
95
Alaska Permanent Capital Management
Alaska
$35.5M -$2.33M -27,908 -6%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$35.5M -$204M -2,439,590 -85%
Creative Planning
97
Creative Planning
Kansas
$35.3M +$1.01M +12,109 +3%
UBS AM
98
UBS AM
Illinois
$34.8M +$768K +9,202 +2%
PP
99
Pegasus Partners
Wisconsin
$34.8M +$938K +11,234 +3%
BSB
100
Bangor Savings Bank
Maine
$34.2M +$440K +5,272 +1%
2 3
4
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