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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 %
FNT
326
First National Trust
Pennsylvania
$5.28M +$929K +12,061 +21%
SPIA
327
Steward Partners Investment Advisory
New York
$5.26M +$629K +8,163 +14%
WCM
328
Windsor Capital Management
Arizona
$5.23M -$51.6K -670 -1%
GKWIM
329
Gerber Kawasaki Wealth & Investment Management
California
$5.22M +$1.27M +16,493 +32%
FT
330
Fiduciary Trust
Massachusetts
$5.21M +$1.38M +17,926 +36%
PBO
331
Peoples Bank (Ohio)
Ohio
$5.16M -$103K -1,343 -2%
MSA
332
Mason Street Advisors
Wisconsin
$5.15M +$428K +5,563 +9%
NFG
333
Nations Financial Group
Iowa
$5.14M +$11.2K +146 +0.2%
BOTW
334
Bank of the West
California
$5.13M -$135K -1,748 -3%
A
335
AdvicePeriod
California
$5.12M +$218K +2,834 +4%
MWM
336
Marietta Wealth Management
Georgia
$5.06M +$532K +6,913 +12%
MWM
337
MinichMacGregor Wealth Management
New York
$5.01M +$93.8K +1,218 +2%
FCI
338
Financial Counselors Inc
Kansas
$5M -$342K -4,443 -6%
ABC
339
Associated Banc-Corp
Wisconsin
$4.96M +$242K +3,143 +5%
DLHL
340
Donald L. Hagan LLC
Florida
$4.96M -$562K -7,301 -10%
BCM
341
Barometer Capital Management
Ontario, Canada
$4.94M -$524K -6,800 -10%
FHA
342
Flagship Harbor Advisors
Massachusetts
$4.91M -$698K -9,285 -12%
LFAS
343
Level Four Advisory Services
Texas
$4.89M +$1.64M +21,349 +51%
PJSIMP
344
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.87M +$65.2K +847 +1%
HMC
345
Harvard Management Company
Massachusetts
$4.86M -$129K -1,678 -3%
BTNA
346
Bremer Trust National Association
Minnesota
$4.85M +$461K +5,981 +10%
RhumbLine Advisers
347
RhumbLine Advisers
Massachusetts
$4.84M +$2.39M +31,059 +98%
CC
348
Courier Capital
New York
$4.79M +$20.4K +265 +0.4%
TCM
349
Towercrest Capital Management
Pennsylvania
$4.78M +$288K +3,736 +6%
FSA
350
Financial Services Advisory
Maryland
$4.74M +$4.74M +61,577 New
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