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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 %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$16.4M +$811K +9,266 +5%
CPO
202
Cerity Partners OCIO
New York
$16.4M -$1.52M -17,447 -9%
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$16.3M +$4.84M +55,525 +42%
Brown Advisory
204
Brown Advisory
Maryland
$16.3M -$48.5K -556 -0.3%
SMC
205
Smith, Moore & Co
Missouri
$16.2M +$97K +1,112 +0.6%
CAI
206
Capital Advisors Inc
Oklahoma
$16.2M -$159K -1,821 -1%
CS
207
Comerica Securities
Michigan
$16.2M +$857K +9,786 +6%
DWA
208
Divergent Wealth Advisors
Utah
$16M -$4.74M -56,554 -23%
WSFS
209
Wilmington Savings Fund Society
Delaware
$15.9M -$891K -10,209 -5%
Prudential Financial
210
Prudential Financial
New Jersey
$15.9M +$6.62M +75,918 +72%
GG
211
Gofen & Glossberg
Illinois
$15.6M +$392K +4,499 +3%
AWM
212
AE Wealth Management
Kansas
$15.5M +$6.74M +77,247 +77%
GLA
213
Good Life Advisors
Pennsylvania
$15.3M +$703K +8,052 +5%
CCWA
214
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.2M +$913K +10,471 +6%
FANJ
215
Financial Architects (New Jersey)
New Jersey
$15.1M +$428K +4,905 +3%
BFO
216
Boston Family Office
Massachusetts
$15M +$281K +3,218 +2%
SS
217
Simplicity Solutions
Minnesota
$15M +$6.58M +75,460 +78%
MCWS
218
McKinley Carter Wealth Services
West Virginia
$14.9M +$1.78M +20,387 +14%
PA
219
Planning Alternatives
Michigan
$14.7M -$276K -3,163 -2%
SC
220
Stratford Consulting
Texas
$14.6M -$35.8K -410 -0.2%
LNC
221
Lincoln National Corp
Pennsylvania
$14.6M +$4.19M +48,053 +40%
CRC
222
Curi RMB Capital
Illinois
$14.5M +$112K +1,289 +0.8%
FBFS
223
First Business Financial Services
Wisconsin
$14.4M +$1.36M +15,534 +10%
ASN
224
Advisory Services Network
Georgia
$14.3M +$869K +9,956 +6%
FWM
225
FFT Wealth Management
Pennsylvania
$14.2M -$382K -4,380 -3%
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