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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 %
KPAG
301
KLS Professional Advisors Group
New York
$6.63M -$924K -1,200 -12%
AIM
302
Advantage Investment Management
Iowa
$6.56M +$348K +4,513 +6%
LNB
303
Ledyard National Bank
$6.49M -$171K -2,215 -3%
HCP
304
Holt Capital Partners
Texas
$6.48M +$55.8K +725 +0.9%
JWBC
305
J.W. Burns & Co
New York
$6.39M +$26.2K +340 +0.4%
SBL
306
Sargent Bickham Lagudis
Colorado
$6.29M +$13.5K +175 +0.2%
TCM
307
Traynor Capital Management
Pennsylvania
$6.25M +$143K +1,855 +2%
NAM
308
NTV Asset Management
West Virginia
$6.25M -$112K -1,450 -2%
TIM
309
Tortoise Investment Management
New York
$6.14M +$264K +3,427 +4%
LRIA
310
Leonard Rickey Investment Advisors
Washington
$6.13M +$345K +4,480 +6%
Deutsche Bank
311
Deutsche Bank
Germany
$6.13M +$6.13M +79,561 New
TYCC
312
Texas Yale Capital Corp
Florida
$6.11M – – –
SHIM
313
Stone House Investment Management
Pennsylvania
$6.03M +$310K +4,025 +5%
WP
314
WealthSource Partners
California
$6M -$156K -2,030 -3%
ODG
315
O'Dell Group
Ohio
$5.98M -$52.3K -679 -0.9%
Cerity Partners
316
Cerity Partners
New York
$5.91M -$638K -8,285 -10%
PI
317
PineBridge Investments
New York
$5.88M -$3.19M -41,383 -35%
CAI
318
Capital Advisors Inc
Oklahoma
$5.83M +$2.94M +38,193 +102%
HJA
319
Hugh Johnson Advisors
New York
$5.83M -$76.7K -996 -1%
Millennium Management
320
Millennium Management
New York
$5.8M +$4.5M +58,445 +346%
WT
321
Whittier Trust
California
$5.58M -$260K -3,379 -4%
IWA
322
Independence Wealth Advisors
Virginia
$5.56M -$70.8K -919 -1%
LI
323
LVZ Inc
Michigan
$5.51M -$34.5K -448 -0.6%
SFWA
324
Summit Financial Wealth Advisors
Louisiana
$5.5M +$5.5M +71,437 New
Natixis Advisors
325
Natixis Advisors
Massachusetts
$5.4M +$403K +5,235 +8%
11 12
13
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