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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 %
AIP
1026
Ahrens Investment Partners
Louisiana
$261K +$4.72K +54 +2%
CL
1027
CPWM LLC
Washington
$258K +$8.89K +102 +4%
ONST
1028
Old North State Trust
North Carolina
$255K +$255K +2,928 New
ZCA
1029
Zeke Capital Advisors
Pennsylvania
$254K +$40.1K +459 +19%
UR
1030
USCA RIA
Texas
$253K +$17.5K +200 +7%
HDIM
1031
Hanson & Doremus Investment Management
Vermont
$251K -$43.6K -500 -15%
BAM
1032
Barrett Asset Management
New York
$250K +$49.4K +565 +25%
PCA
1033
Personal Capital Advisors
California
$250K +$250K +2,870 New
SC
1034
SouthState Corp
Florida
$246K – – –
LAIC
1035
Lederer & Associates Investment Counsel
California
$246K – – –
IC
1036
Intersect Capital
California
$242K -$203K -2,334 -46%
FC
1037
Financial Consulate
Maryland
$240K +$240K +2,746 New
WPC
1038
Waters Parkerson & Co
Louisiana
$238K – – –
WCM
1039
Wealthcare Capital Management
Virginia
$236K -$10.8K -124 -4%
AWM
1040
Altavista Wealth Management
North Carolina
$236K +$9.01K +103 +4%
DMC
1041
Drexel Morgan & Co
Pennsylvania
$236K +$236K +2,700 New
SG Americas Securities
1042
SG Americas Securities
New York
$236K +$236K +2,705 New
AWM
1043
Aries Wealth Management
Maine
$235K – – –
AF
1044
Allworth Financial
California
$235K +$41.3K +473 +21%
FFA
1045
First Foundation Advisors
California
$234K -$150K -1,712 -39%
JWS
1046
Juncture Wealth Strategies
Arizona
$234K -$34.5K -395 -13%
Fayez Sarofim & Co
1047
Fayez Sarofim & Co
Texas
$231K – – –
AWS
1048
AJ Wealth Strategies
New York
$230K – – –
WA
1049
Wealthstar Advisors
Texas
$230K +$4.36K +50 +2%
CCA
1050
Cobblestone Capital Advisors
New York
$228K -$86.7K -992 -28%
40 41
42
43 44