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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 %
TDC
1201
Thompson Davis & Co
Virginia
$7K +$7K +78 New
OSAM
1202
O'Shaughnessy Asset Management
Connecticut
$6K +$6K +74 New
TRCT
1203
Tower Research Capital (TRC)
New York
$5K -$8.78M -101,898 -100%
CA
1204
Centerpoint Advisors
Massachusetts
$5K +$385 +4 +8%
FCAS
1205
First Command Advisory Services
Texas
$4K – – –
ME
1206
McIlrath & Eck
Washington
$4K +$3.41K +668 +576%
BWL
1207
Bogart Wealth LLC
Virginia
$3K -$1.59K -17 -35%
SA
1208
SRH Advisors
Kansas
$3K – – –
FWM
1209
Focused Wealth Management
New York
$3K – – –
CIM
1210
Contravisory Investment Management
Massachusetts
$3K +$1.14K +14 +61%
Financial Engines Advisors
1211
Financial Engines Advisors
California
$3K +$1.38K +17 +85%
CTB
1212
Country Trust Bank
Illinois
$3K +$3K +33 New
PGWM
1213
Parisi Gray Wealth Management
New Jersey
$2K – – –
PFO
1214
Pathstone Family Office
New Jersey
$1K +$1K +7 New
ML
1215
McAdam LLC
Pennsylvania
$1K +$1K +10 New
IAA
1216
Independent Advisor Alliance
North Carolina
$1K +$110 +1,335 +12%
AMCA
1217
Arthur M. Cohen & Associates
Illinois
$828 +$133 +1,524 +19%
CF
1218
Centaurus Financial
California
$810 -$1.45M -16,131 -100%
IP
1219
Investment Partners
Ohio
$322 – +1 +0%
FRA
1220
Front Row Advisors
California
$118 – – –
ED
1221
Exane Derivatives
France
$87 – – –
State Street
1222
State Street
Massachusetts
– -$198M -2,367,417 Closed
CIA
1223
Choate Investment Advisors
Massachusetts
– -$93.7M -1,122,547 Closed
PP
1224
Pension Partners
New York
– -$19.4M -231,914 Closed
SFS
1225
Sowell Financial Services
Arkansas
– -$15.5M -178,860 Closed
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