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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 %
MIAN
151
Mariner Independent Advisor Network
Kansas
$23.2M +$6.04M +69,207 +35%
HW
152
Hancock Whitney
Mississippi
$22.9M +$5.9M +67,614 +35%
BHWM
153
Bar Harbor Wealth Management
New Hampshire
$22.9M -$14.5K -166 -0.1%
NQWM
154
Northwest Quadrant Wealth Management
Oregon
$22.6M +$943K +11,589 +4%
RWM
155
Rezny Wealth Management
Florida
$22.2M +$1.92M +22,014 +9%
Franklin Resources
156
Franklin Resources
California
$22.1M -$1.22K -14 -0%
GIM
157
Goelzer Investment Management
Indiana
$22.1M -$697K -7,990 -3%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$22.1M +$3.25M +37,284 +17%
FNBOH
159
First National Bank of Hutchinson
Kansas
$22.1M -$95.1K -1,090 -0.4%
BOS
160
Bank of Stockton
California
$22M +$765K +8,764 +4%
SPIA
161
Steward Partners Investment Advisory
New York
$21.9M +$15.3M +175,570 +234%
KA
162
Klingman & Associates
New York
$21.7M +$357K +4,091 +2%
PA
163
Parallel Advisors
California
$21.5M +$2.13M +24,438 +11%
NA
164
Nottingham Advisors
New York
$21.3M -$13.2M -153,108 -38%
PWS
165
Paragon Wealth Strategies
Florida
$21.1M +$1.35M +15,499 +7%
QIM
166
Quantitative Investment Management
Virginia
$21.1M -$36.5M -418,300 -63%
VCM
167
Vision Capital Management
Oregon
$20.8M +$399K +4,574 +2%
FCBT
168
First Citizens Bank & Trust
North Carolina
$20.7M -$1.01M -11,537 -5%
TCOV
169
Trust Company of Vermont
Vermont
$20.6M +$235K +2,697 +1%
KWMG
170
King Wealth Management Group
Florida
$20.5M +$254K +2,910 +1%
RC
171
Randolph Company
Ohio
$20.1M +$10.8K +124 +0.1%
MGIA
172
Moneta Group Investment Advisors
Missouri
$20.1M +$9.62M +110,217 +92%
GWM
173
Geneos Wealth Management
Colorado
$20.1M +$5.7M +65,355 +40%
HSA
174
HBK Sorce Advisory
Pennsylvania
$20M -$188K -2,158 -0.9%
SGAM
175
Steinberg Global Asset Management
Florida
$19.7M +$100K +1,146 +0.5%
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