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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 %
SFS
201
Sowell Financial Services
Arkansas
$15.5M +$4.72M +54,315 +44%
SMC
202
Smith, Moore & Co
Missouri
$15.4M +$848K +10,164 +6%
BMM
203
Buffington Mohr McNeal
Idaho
$15.3M +$18.8K +225 +0.1%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$14.9M +$147K +1,757 +1%
CS
205
Comerica Securities
Michigan
$14.6M -$393K -4,697 -3%
SFA
206
Stewardship Financial Advisors
Georgia
$14.6M -$556K -6,667 -4%
GG
207
Gofen & Glossberg
Illinois
$14.6M +$215K +2,578 +1%
JFA
208
JNBA Financial Advisors
Minnesota
$14.5M -$602K -7,218 -4%
PA
209
Planning Alternatives
Michigan
$14.4M -$1.11M -13,255 -7%
BFO
210
Boston Family Office
Massachusetts
$14.1M +$17.7K +212 +0.1%
DCM
211
DeGreen Capital Management
Arizona
$14.1M -$86.1K -1,032 -0.6%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$14.1M +$433K +5,188 +3%
TFA
213
Transamerica Financial Advisors
Florida
$14M +$4.5M +53,928 +47%
SC
214
Stratford Consulting
Texas
$14M +$39.2K +470 +0.3%
FWM
215
FFT Wealth Management
Pennsylvania
$14M +$87.5K +1,048 +0.6%
GLA
216
Good Life Advisors
Pennsylvania
$14M +$1.18M +14,058 +9%
RCAG
217
Rehmann Capital Advisory Group
Michigan
$14M -$111K -1,334 -0.8%
GWM
218
Geneos Wealth Management
Colorado
$13.8M +$4.22M +50,467 +44%
CRC
219
Curi RMB Capital
Illinois
$13.7M +$347K +4,159 +3%
SFS
220
Summit Financial Strategies
Ohio
$13.7M -$470K -5,637 -3%
CCWA
221
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.7M +$312K +3,743 +2%
SIC
222
Shoker Investment Counsel
Ohio
$13.6M -$43.1K -517 -0.3%
PCFFS
223
Pacific Center for Financial Services
California
$13.5M +$78.3K +938 +0.6%
CHA
224
Cedar Hill Associates
Illinois
$13.5M -$2.01M -24,105 -13%
ASN
225
Advisory Services Network
Georgia
$13.4M +$3.49M +40,053 +35%
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