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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 %
SEI Investments
976
SEI Investments
Pennsylvania
$333K -$1.43M -16,401 -81%
CAS
977
Cue Advisory Services
Arizona
$333K -$4.27K -49 -1%
NB
978
Nicolet Bankshares
Wisconsin
$332K – – –
WA1
979
Wimmer Associates 1
California
$331K – – –
SFG
980
SNS Financial Group
Minnesota
$328K +$7.85K +90 +2%
KCP
981
KDI Capital Partners
North Carolina
$324K -$249K -2,848 -43%
FG
982
Fiduciary Group
Georgia
$323K +$28.1K +322 +10%
ANB
983
Amarillo National Bank
Texas
$321K – – –
MWM
984
Merriman Wealth Management
Washington
$317K +$697 +8 +0.2%
CIM
985
Confluence Investment Management
Missouri
$316K -$10.1K -116 -3%
SKK
986
Shepherd Kaplan Krochuk
Massachusetts
$315K +$315K +3,610 New
DWM
987
Doyle Wealth Management
Florida
$314K +$51.5K +590 +20%
SSWM
988
Sheets Smith Wealth Management
North Carolina
$313K -$2.62K -30 -0.8%
PEA
989
Pacific Edge Advisors
California
$310K -$26.2K -300 -8%
WPW
990
Winthrop Partners - WNY
New York
$307K +$178K +2,036 +137%
AAP
991
Arax Advisory Partners
Colorado
$307K -$187K -2,142 -38%
BDF
992
Balasa Dinverno & Foltz
$307K – – –
IIC
993
Integrated Investment Consultants
Michigan
$306K – – –
LMIM
994
Lockheed Martin Investment Management
Maryland
$305K +$305K +3,500 New
CCT
995
Capital City Trust
Florida
$302K +$12.3K +141 +4%
WC
996
Woodstock Corp
Massachusetts
$300K – – –
BA
997
Boston Advisors
Massachusetts
$299K +$10.9K +125 +4%
KFC
998
Klingenstein Fields & Co
New York
$296K -$2.71K -31 -0.9%
B
999
Brightworth
Georgia
$296K +$13.4K +154 +5%
SFG
1000
SevenBridge Financial Group
Pennsylvania
$295K – – –
38 39
40
41 42