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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 %
WP
1001
WMS Partners
Maryland
$294K +$19.2K +220 +7%
1SB
1002
1ST Source Bank
Indiana
$293K -$8.74K -100 -3%
JGIA
1003
Jackson Grant Investment Advisers
Connecticut
$293K +$36.3K +417 +14%
LA
1004
LexAurum Advisors
Kansas
$293K +$293K +3,356 New
MLL
1005
Moody Lynn & Lieberson
Massachusetts
$292K – – –
AWA
1006
Acorn Wealth Advisors
Michigan
$288K -$20.3K -255 -7%
SGCA
1007
Steel Grove Capital Advisors
Tennessee
$288K +$19.8K +226 +7%
EHC
1008
Everett Harris & Co
California
$287K – – –
SWP
1009
Strategic Wealth Partners
Ohio
$282K +$52.4K +600 +23%
SFG
1010
StrategIQ Financial Group
Indiana
$280K +$280K +3,207 New
NFG
1011
Next Financial Group
Texas
$278K -$429K -4,927 -61%
WAAG
1012
Wealth Alliance Advisory Group
Kansas
$278K – – –
FA
1013
FC Advisory
Pennsylvania
$278K +$524 +6 +0.2%
KP
1014
Keel Point
Alabama
$278K +$34.2K +392 +14%
NIC
1015
Northwest Investment Counselors
Oregon
$275K +$6.01K +69 +2%
CS
1016
Cannell & Spears
New York
$270K – – –
VCP
1017
Vista Capital Partners
Oregon
$269K – – –
Kayne Anderson Rudnick Investment Management
1018
Kayne Anderson Rudnick Investment Management
California
$267K – – –
BFG
1019
Beacon Financial Group
Texas
$267K +$267K +3,066 New
NWP
1020
Northstar Wealth Partners
Connecticut
$263K -$93.2K -1,071 -26%
SCM
1021
Stellar Capital Management
Arizona
$262K -$6.98K -80 -3%
IWA
1022
Intercontinental Wealth Advisors
Texas
$262K – – –
FPFS
1023
First Personal Financial Services
North Carolina
$262K – – –
NCM
1024
Northwest Capital Management
Oregon
$261K – – –
CBTWT
1025
Community Bank & Trust (Waco, Texas)
Texas
$261K +$1.92K +22 +0.7%
39 40
41
42 43