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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
$2.23B
3
Ameriprise
Ameriprise
Minnesota
$624M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$96.2M
5
USAA
United Services Automobile Association
Texas
$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$35.5M
2
HNB
Huntington National Bank
Ohio
$157M
3
GT
Glenmede Trust
Pennsylvania
$0
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$186M
5
VA
Valmark Advisers
Ohio
$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Astor Investment Management
Illinois
$33.7M +$497K +5,956 +1%
CAG
102
Crestwood Advisors Group
Massachusetts
$33.1M +$1.39M +15,981 +4%
WA
103
Wealth Architects
California
$33M -$1.46M -17,542 -4%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$32.1M +$4.46M +53,294 +16%
AAS
105
Annex Advisory Services
Wisconsin
$31.9M -$853K -10,223 -3%
BP
106
Ballentine Partners
Massachusetts
$31.9M -$150K -1,792 -0.5%
SPC
107
Sigma Planning Corp
Michigan
$31.3M +$6.93M +83,033 +28%
NA
108
Nottingham Advisors
New York
$31.2M +$158K +2,023 +0.5%
JWA
109
JFS Wealth Advisors
Pennsylvania
$30.8M -$661K -7,918 -2%
HCM
110
Hollencrest Capital Management
California
$30.8M +$22.4M +268,630 +267%
PI
111
Pachira Investments
California
$30.6M -$640K -7,668 -2%
FMI
112
Factory Mutual Insurance
Massachusetts
$30.6M – – –
DT
113
Diversified Trust
Tennessee
$30.6M +$144K +1,720 +0.5%
BCI
114
Brinker Capital Investments
Pennsylvania
$30.5M -$2.7M -32,293 -8%
DIP
115
DT Investment Partners
Pennsylvania
$30.5M -$673K -8,060 -2%
AI
116
Accredited Investors
Minnesota
$29.9M +$19.4K +233 +0.1%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$29.6M +$1.04M +12,453 +4%
MFW
118
Meristem Family Wealth
Minnesota
$29.4M +$264K +3,159 +0.9%
SB
119
Simmons Bank
Arkansas
$28.5M -$899K -10,772 -3%
MA
120
MUFG Americas
New York
$28.4M -$123K -1,469 -0.4%
CCM
121
Covington Capital Management
California
$28.1M +$650K +7,790 +2%
CAN
122
Cetera Advisor Networks
California
$27.7M -$314K -3,761 -1%
NCM
123
Nelson Capital Management
California
$27.1M +$26.2M +9,035,683 +2,815%
TC
124
Telemus Capital
Michigan
$27M -$111K -1,326 -0.4%
IA
125
IFP Advisors
Florida
$26.9M +$3.77M +45,175 +16%
3 4
5
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