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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 %
BWA
351
BlueSky Wealth Advisors
North Carolina
$4.74M -$113K -1,467 -2%
Cetera Investment Advisers
352
Cetera Investment Advisers
Illinois
$4.64M +$544K +7,061 +13%
NEPPG
353
New England Professional Planning Group
Rhode Island
$4.63M +$307K +3,950 +7%
AF
354
Advisornet Financial
Minnesota
$4.6M +$4.25M +55,224 +1,220%
NA
355
NewEdge Advisors
Louisiana
$4.54M +$3.16M +42,060 +231%
AC
356
Abbrea Capital
California
$4.52M +$589K +7,653 +15%
FNBT
357
FineMark National Bank & Trust
Florida
$4.5M +$372K +4,835 +9%
STB
358
S&T Bank
Pennsylvania
$4.49M -$468K -6,071 -9%
CWM
359
Cornerstone Wealth Management
Missouri
$4.47M +$467K +6,200 +12%
GC
360
Garde Capital
Washington
$4.47M – – –
ONB
361
Old National Bancorp
Indiana
$4.45M -$199K -2,588 -4%
QAM
362
QCI Asset Management
New York
$4.45M -$102K -1,329 -2%
FAIM
363
Financial Advocates Investment Management
Washington
$4.43M +$1.42M +18,423 +47%
Thrivent Financial for Lutherans
364
Thrivent Financial for Lutherans
Minnesota
$4.43M +$330K +4,287 +8%
FCAG
365
First Capital Advisors Group
New Jersey
$4.41M +$369K +4,789 +9%
BAS
366
Brown Advisory Securities
Maryland
$4.38M +$130K +1,684 +3%
BFO
367
Biltmore Family Office
North Carolina
$4.38M +$366K +4,753 +9%
BRM
368
Boston Research & Management
Massachusetts
$4.38M +$66.2K +860 +2%
APA
369
American Portfolios Advisors
New York
$4.28M -$195K -2,526 -4%
FWCM
370
Ferguson Wellman Capital Management
Oregon
$4.21M -$1.22M -15,779 -22%
SBWM
371
Sunflower Bank Wealth Management
Arizona
$4.19M +$339K +4,400 +9%
EA
372
Elm Advisors
California
$4.18M -$212K -2,747 -5%
QCG
373
Quadrant Capital Group
Ohio
$4.18M +$803K +10,491 +24%
WS
374
Wela Strategies
Georgia
$4.18M +$1.97M +25,671 +89%
WTC
375
WhitTier Trust Company
Nevada
$4.15M +$2.12M +27,488 +104%
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