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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 %
RCG
376
Ruggie Capital Group
Florida
$4.14M -$129K -1,678 -3%
SGK
377
Steigerwald Gordon & Koch
Virginia
$4.12M -$212K -2,759 -5%
BCM
378
Boltwood Capital Management
California
$4.11M -$44.2K -574 -1%
EC
379
Estate Counselors
Wisconsin
$4.06M -$207K -2,690 -5%
CA
380
Cynosure Advisors
Utah
$4.05M +$1.93K +25 +0%
CG
381
CFO4Life Group
Texas
$4.03M +$201K +2,614 +5%
HH
382
Hilltop Holdings
Texas
$4.01M +$428K +5,557 +12%
SCA
383
Stokes Capital Advisors
South Carolina
$4M +$264K +3,429 +7%
TL
384
TrueWealth LLC
Georgia
$3.98M +$320K +4,158 +9%
NEAM
385
New England Asset Management
Connecticut
$3.98M +$13.5K +175 +0.3%
CT
386
Coastline Trust
Rhode Island
$3.97M -$34.7K -450 -0.9%
SIA
387
Starfire Investment Advisers
Michigan
$3.97M +$3.97M +51,572 New
LFS
388
Lutz Financial Services
Nebraska
$3.95M +$425K +5,524 +12%
LSERS
389
Louisiana State Employees Retirement System
Louisiana
$3.95M -$3.6M -46,770 -48%
CA
390
Clearstead Advisors
Ohio
$3.92M -$106K -1,380 -3%
CIR
391
Clear Investment Research
Georgia
$3.91M +$125K +1,620 +3%
NEGWA
392
New England Guild Wealth Advisors
Connecticut
$3.87M -$9.24K -120 -0.2%
PPA
393
Parametric Portfolio Associates
Washington
$3.86M +$2.6M +33,789 +207%
CCM
394
Canal Capital Management
Virginia
$3.84M -$489K -6,353 -11%
RIG
395
Roosevelt Investment Group
New York
$3.79M +$3.45M +44,815 +1,022%
CWM
396
Cahaba Wealth Management
Georgia
$3.78M +$819K +10,878 +28%
WA
397
WBH Advisory
Maryland
$3.75M +$138K +1,788 +4%
AIA
398
Arcadia Investment Advisors
Idaho
$3.73M +$475K +6,162 +15%
FFBTD
399
First Financial Bank - Trust Division
Ohio
$3.72M +$1.84M +23,882 +98%
MWM
400
Mascoma Wealth Management
New Hampshire
$3.72M +$64.1K +832 +2%
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