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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 %
CFG
451
Citizens Financial Group
Rhode Island
$2.89M -$130K -1,690 -4%
AC
452
Alley Company
Illinois
$2.86M +$6.93K +90 +0.2%
TPWA
453
TRUE Private Wealth Advisors
Oregon
$2.83M -$6.62K -86 -0.2%
DC
454
Davenport & Co
Virginia
$2.82M +$267K +3,472 +10%
BCWM
455
Blue Chip Wealth Management
Florida
$2.8M +$2.8M +36,336 New
CA
456
Continuum Advisory
Idaho
$2.79M -$63.9K -830 -2%
AWA
457
AmeriServ Wealth Advisors
Pennsylvania
$2.79M -$34.8K -451 -1%
ZIM
458
Zacks Investment Management
Illinois
$2.78M +$411K +5,336 +17%
WI
459
WrapManager Inc
California
$2.76M -$3.79M -49,190 -58%
ST
460
Spinnaker Trust
Maine
$2.72M +$1.85K +24 +0.1%
RIM
461
Redwood Investment Management
Arizona
$2.72M +$1.37M +17,845 +102%
PGFC
462
Peapack-Gladstone Financial Corp
New Jersey
$2.7M – – –
NL
463
NWAM LLC
Washington
$2.7M -$747K -9,705 -22%
PWA
464
Peterson Wealth Advisors
Utah
$2.69M -$3.96M -51,396 -60%
KTM
465
Keeler Thomas Management
Utah
$2.67M -$572K -5,500 -18%
BCMO
466
Buckingham Capital Management (Ohio)
Ohio
$2.66M +$13.9K +180 +0.5%
CPP
467
Crow Point Partners
Massachusetts
$2.6M +$2.04M +26,489 +363%
PA
468
Pinnacle Associates
New York
$2.6M +$10.2K +133 +0.4%
AA
469
Ancora Advisors
Ohio
$2.59M +$146K +1,899 +6%
CGH
470
Crossmark Global Holdings
Texas
$2.58M -$68.4K -888 -3%
TSS
471
Two Sigma Securities
New York
$2.56M -$16.3M -212,275 -86%
MFP
472
Mosaic Financial Partners
California
$2.53M -$18.7K -243 -0.7%
TWA
473
Tillar-Wenstrup Advisors
Ohio
$2.53M +$2.53M +32,887 New
William Blair & Company
474
William Blair & Company
Illinois
$2.48M +$431K +5,600 +21%
PGA
475
Premia Global Advisors
Florida
$2.48M +$1.6M +20,866 +180%
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