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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 %
CCB
1051
Cutter & Co Brokerage
Missouri
$228K +$228K +2,612 New
PA
1052
Probity Advisors
Texas
$226K -$15.7K -180 -6%
CWM
1053
Concentric Wealth Management
California
$226K -$1.31K -15 -0.6%
BTW
1054
Boston Trust Walden
Massachusetts
$226K – – –
MCIA
1055
Mountain Capital Investment Advisors
Colorado
$225K -$61.4K -703 -21%
IFS
1056
Ifrah Financial Services
Arkansas
$224K -$14.8K -170 -6%
Bank of Nova Scotia
1057
Bank of Nova Scotia
Ontario, Canada
$224K +$224K +2,569 New
WHG
1058
Westwood Holdings Group
Texas
$223K +$223K +2,554 New
DLCIG
1059
D.L. Carlson Investment Group
New Hampshire
$222K – – –
HCA
1060
Horan Capital Advisors
Ohio
$222K – – –
ACM
1061
Advisors Capital Management
New Jersey
$220K +$220K +2,520 New
UAS
1062
United Asset Strategies
New York
$220K +$220K +2,521 New
BCM
1063
Beck Capital Management
Texas
$219K – – –
AIA
1064
Avalon Investment & Advisory
Texas
$217K – – –
TCB
1065
Texas Capital Bancshares
Texas
$217K – – –
FCH
1066
Freestone Capital Holdings
Washington
$217K +$217K +2,490 New
CTI
1067
Community Trust & Investment
Kentucky
$216K +$216K +2,473 New
MWPCG
1068
Measured Wealth Private Client Group
New Hampshire
$216K +$216K +2,475 New
DWM
1069
Dakota Wealth Management
Florida
$215K -$3.74K -43 -2%
W
1070
Wealthfront
California
$215K +$3.4K +39 +2%
SIM
1071
Sterling Investment Management
Arizona
$214K +$214K +2,454 New
GIA
1072
Guyasuta Investment Advisors
Pennsylvania
$213K – – –
TB
1073
Terril Brothers
Missouri
$213K – – –
WCWM
1074
Wooster Corthell Wealth Management
Connecticut
$212K -$15.2K -174 -7%
GWM
1075
Greenwich Wealth Management
Connecticut
$212K +$960 +11 +0.5%
41 42
43
44 45