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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $21.7B invested in iShares Core S&P Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 543 increasing their positions, 378 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+28
Holders Change %
+2.52%
% of All Funds
26.19%
Holding in Top 10
193
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.05%
% of All Funds
4.43%
New
88
Increased
543
Reduced
378
Closed
50
Calls
$30.5M
Puts
$35.9M
Net Calls
-$5.34M
Net Calls Change
-$2.71M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$197M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$162M
3
Bank of America
Bank of America
North Carolina
+$139M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.2M
5
UBS Group
UBS Group
Switzerland
+$49.8M

Top Sellers

1
S
Schroders
United Kingdom
-$264M
2
Wells Fargo
Wells Fargo
California
-$184M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$165M
4
HNB
Huntington National Bank
Ohio
-$129M
5
BlackRock
BlackRock
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
251
Colonial Trust Advisors
South Carolina
$8.86M -$3.01M -39,104 -25%
ASN
252
Advisory Services Network
Georgia
$8.8M +$870K +11,304 +11%
TFA
253
Transamerica Financial Advisors
Florida
$8.78M -$550K -7,148 -6%
GWM
254
Geneos Wealth Management
Colorado
$8.77M -$904K -11,794 -9%
SAM
255
Summit Asset Management
Tennessee
$8.76M +$446K +5,786 +5%
NCM
256
Noesis Capital Mangement
Florida
$8.69M +$270K +3,507 +3%
SCA
257
Snowden Capital Advisors
New York
$8.61M -$194K -2,518 -2%
CBB
258
Citizens Business Bank
California
$8.58M -$4.82M -62,643 -36%
OC
259
Oppenheimer & Co
New York
$8.42M +$663K +8,612 +9%
PC
260
Premise Capital
Illinois
$8.37M +$307K +3,981 +4%
EVM
261
Evelyn V. Moreno
$8.32M +$2.31K +30 +0%
TNB
262
Thomasville National Bank
Georgia
$8.23M -$70.5K -916 -0.8%
LA
263
Leonetti & Associates
Illinois
$8.22M -$833K -10,819 -9%
PFP
264
Pinnacle Financial Partners
Tennessee
$8.2M +$554K +7,193 +7%
CCM
265
Condor Capital Management
New Jersey
$8.19M -$106K -1,377 -1%
JIC
266
Johnson Investment Counsel
Ohio
$8.09M +$491K +6,372 +6%
MSA
267
Marino Stram & Associates
Massachusetts
$8.03M +$133K +1,727 +2%
RRC
268
Relaxing Retirement Coach
Massachusetts
$7.92M +$3.04M +39,514 +62%
EDRIA
269
Edmonds Duncan Registered Investment Advisors
Kansas
$7.91M +$145K +1,888 +2%
CC
270
Chanos & Company
New York
$7.91M +$2.53M +32,850 +47%
CAC
271
Certified Advisory Corp
Florida
$7.88M +$3.76M +48,809 +91%
RWM
272
RKL Wealth Management
Pennsylvania
$7.81M +$1.03M +13,399 +15%
RTS
273
Round Table Services
New Jersey
$7.8M -$771K -10,017 -9%
MAP
274
Milestone Advisory Partners
North Carolina
$7.79M -$1.27M -16,470 -14%
HBT
275
Hills Bank & Trust
Iowa
$7.75M +$211K +2,738 +3%
9 10
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