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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 %
FB
1001
Fulton Bank
Pennsylvania
$255K -$48.9K -585 -16%
IP
1002
Investment Partners
Ohio
$255K – – –
DWM
1003
Doyle Wealth Management
Florida
$251K -$10.4K -125 -4%
FPFS
1004
First Personal Financial Services
North Carolina
$250K – – –
IWA
1005
Intercontinental Wealth Advisors
Texas
$250K – – –
NCM
1006
Northwest Capital Management
Oregon
$250K – – –
CBTWT
1007
Community Bank & Trust (Waco, Texas)
Texas
$248K – – –
JGIA
1008
Jackson Grant Investment Advisers
Connecticut
$246K -$34K -407 -12%
CAG
1009
Csenge Advisory Group
Florida
$246K +$246K +2,947 New
AIP
1010
Ahrens Investment Partners
Louisiana
$245K -$6.68K -80 -3%
FF
1011
Friedenthal Financial
New Jersey
$244K -$124K -1,488 -34%
SWM
1012
Segment Wealth Management
Texas
$242K +$20.9K +250 +9%
CL
1013
CPWM LLC
Washington
$239K -$5.6K -67 -2%
PFGIA
1014
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$546K -6,531 -70%
WCM
1015
Wealthcare Capital Management
Virginia
$236K – – –
LAIC
1016
Lederer & Associates Investment Counsel
California
$236K – – –
SC
1017
SouthState Corp
Florida
$236K +$236K +2,818 New
KP
1018
Keel Point
Alabama
$234K +$234K +2,799 New
AWM
1019
Aries Wealth Management
Maine
$232K – – –
PA
1020
Probity Advisors
Texas
$231K +$9.01K +108 +4%
IFS
1021
Ifrah Financial Services
Arkansas
$228K +$333 +4 +0.1%
WPC
1022
Waters Parkerson & Co
Louisiana
$228K +$228K +2,733 New
UR
1023
USCA RIA
Texas
$225K – – –
WA
1024
Wealthstar Advisors
Texas
$225K +$225K +2,587 New
BRC
1025
Bell Rock Capital
Delaware
$222K -$752 -9 -0.3%
39 40
41
42 43