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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 %
FAAS
151
First Allied Advisory Services
California
$21.4M +$842K +10,073 +4%
FNBOH
152
First National Bank of Hutchinson
Kansas
$21.2M -$614K -7,362 -3%
Franklin Resources
153
Franklin Resources
California
$21.2M +$57.3K +686 +0.3%
FCBT
154
First Citizens Bank & Trust
North Carolina
$20.8M +$3.23M +38,734 +18%
CTC
155
Central Trust Company
Missouri
$20.7M -$19.1K -229 -0.1%
DWA
156
Divergent Wealth Advisors
Utah
$20.6M +$438K +5,243 +2%
SWM
157
SigFig Wealth Management
California
$20.5M +$20.5M +245,924 New
KA
158
Klingman & Associates
New York
$20.4M +$1.27M +15,260 +7%
BOS
159
Bank of Stockton
California
$20.4M +$991K +11,880 +5%
TCOV
160
Trust Company of Vermont
Vermont
$19.5M +$292K +3,493 +2%
VCM
161
Vision Capital Management
Oregon
$19.5M +$297K +3,558 +2%
KWMG
162
King Wealth Management Group
Florida
$19.4M +$641K +7,683 +3%
RWM
163
Rezny Wealth Management
Florida
$19.4M +$649K +7,778 +3%
PP
164
Pension Partners
New York
$19.4M +$19.4M +231,914 New
HSA
165
HBK Sorce Advisory
Pennsylvania
$19.3M +$326K +3,905 +2%
RC
166
Randolph Company
Ohio
$19.3M +$7.8M +93,440 +68%
LP
167
LGL Partners
Pennsylvania
$19.2M +$217K +2,606 +1%
PWS
168
Paragon Wealth Strategies
Florida
$18.9M +$9.08M +108,809 +92%
GBT
169
Grove Bank & Trust
Florida
$18.8M +$830K +9,941 +5%
FLPIM
170
F.L. Putnam Investment Management
Massachusetts
$18.8M -$2.22M -26,631 -11%
SGAM
171
Steinberg Global Asset Management
Florida
$18.8M -$1.66M -19,873 -8%
PA
172
Parallel Advisors
California
$18.6M +$6.41M +76,845 +53%
CA
173
Cornerstone Advisory
Maryland
$18.3M -$22.9K -274 -0.1%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$18M -$1.04M -12,427 -5%
TPWA
175
TRUE Private Wealth Advisors
Oregon
$17.4M +$14.4M +171,670 +468%
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