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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
$218M
2
BlackRock
BlackRock
New York
$691M
3
Bank of America
Bank of America
North Carolina
$2.45B
4
Ameriprise
Ameriprise
Minnesota
$836M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$477M

Top Sellers

1
NCM
Nelson Capital Management
California
$28.6M
2
State Street
State Street
Massachusetts
$0
3
HNB
Huntington National Bank
Ohio
$181M
4
PPFA
Provida Pension Fund Administrator
Chile
$17.8M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$93.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
126
Simmons Bank
Arkansas
$29.1M -$670K -7,679 -2%
MA
127
MUFG Americas
New York
$28.8M -$786K -9,013 -3%
NCM
128
Nelson Capital Management
California
$28.6M -$788M -9,028,985 -96%
MCM
129
MAI Capital Management
Ohio
$28.2M +$1.38M +15,771 +5%
SWM
130
SigFig Wealth Management
California
$28.2M +$6.72M +77,050 +31%
TC
131
Telemus Capital
Michigan
$28.1M -$64.6K -740 -0.2%
PW
132
Price Wealth
Texas
$28.1M +$470K +5,391 +2%
TPWA
133
TRUE Private Wealth Advisors
Oregon
$28M +$9.75M +111,421 +53%
ECM
134
ETrade Capital Management
Virginia
$27.9M +$4.33M +49,678 +18%
Fiera Capital (Canada)
135
Fiera Capital (Canada)
Quebec, Canada
$27.8M -$156K -1,783 -0.6%
LF
136
Lee Financial
Texas
$27.4M +$153K +1,755 +0.6%
SWP
137
Stratos Wealth Partners
Ohio
$27.2M +$1.42M +16,301 +6%
FAAS
138
First Allied Advisory Services
California
$27.1M +$4.72M +54,125 +21%
SCA
139
Spearhead Capital Advisors
Florida
$27M +$249K +2,973 +0.9%
CA
140
Cetera Advisors
Colorado
$26.7M +$867K +9,939 +3%
HL
141
HeadInvest LLC
Maine
$26.5M -$43K -493 -0.2%
PWAG
142
Polaris Wealth Advisory Group
California
$26.2M +$13.1M +149,688 +100%
CW
143
Cobiz Wealth
Colorado
$25.8M -$45.7K -524 -0.2%
CWM
144
Connecticut Wealth Management
Connecticut
$25.8M +$1.74M +20,282 +7%
CTC
145
Central Trust Company
Missouri
$25.7M +$4.05M +46,460 +19%
TFO
146
Tarbox Family Office
California
$25M -$611 -7 -0%
AFG
147
Albion Financial Group
Utah
$24.9M +$579K +6,636 +2%
HFS
148
HL Financial Services
Kentucky
$24.8M +$11.3M +129,226 +83%
VR
149
Viridian RIA
Washington
$24.6M +$1.28M +14,691 +5%
PC
150
Premise Capital
Illinois
$23.2M +$598K +6,850 +3%
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