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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 %
FNBTCON
1026
First National Bank & Trust Co of Newtown
Pennsylvania
$222K – – –
Fayez Sarofim & Co
1027
Fayez Sarofim & Co
Texas
$221K -$372K -4,454 -63%
SWP
1028
Strategic Wealth Partners
Ohio
$220K -$5.94K -71 -3%
AWS
1029
AJ Wealth Strategies
New York
$220K – – –
WAM
1030
World Asset Management
Michigan
$220K +$220K +2,637 New
RMAM
1031
Raab & Moskowitz Asset Management
New Jersey
$220K +$220K +2,645 New
SCM
1032
Stordahl Capital Management
Colorado
$218K – – –
WCWM
1033
Wooster Corthell Wealth Management
Connecticut
$217K – – –
CWM
1034
Concentric Wealth Management
California
$217K – – –
AWM
1035
Altavista Wealth Management
North Carolina
$217K +$217K +2,596 New
BTW
1036
Boston Trust Walden
Massachusetts
$216K -$2.5K -30 -1%
SCC
1037
Spring Creek Capital
Kansas
$216K +$216K +2,583 New
TAM
1038
Tealwood Asset Management
Minnesota
$216K +$216K +2,590 New
DLCIG
1039
D.L. Carlson Investment Group
New Hampshire
$213K +$213K +2,550 New
HCA
1040
Horan Capital Advisors
Ohio
$212K – – –
OCM
1041
Orser Capital Management
Texas
$210K +$210K +2,440 New
DWM
1042
Dakota Wealth Management
Florida
$210K +$210K +2,513 New
BCM
1043
Beck Capital Management
Texas
$209K +$209K +2,505 New
TCB
1044
Texas Capital Bancshares
Texas
$208K -$17.4K -208 -8%
AIA
1045
Avalon Investment & Advisory
Texas
$208K +$208K +2,492 New
VCM
1046
Virtue Capital Management
Tennessee
$205K +$89.9K +1,077 +78%
TB
1047
Terril Brothers
Missouri
$204K +$204K +2,444 New
ZCA
1048
Zeke Capital Advisors
Pennsylvania
$204K +$204K +2,449 New
W
1049
Wealthfront
California
$203K -$34.2K -410 -14%
GIA
1050
Guyasuta Investment Advisors
Pennsylvania
$203K +$203K +2,438 New
40 41
42
43 44