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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
$221M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$194M
3
Bank of America
Bank of America
North Carolina
$1.88B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
5
UBS Group
UBS Group
Switzerland
$1.23B

Top Sellers

1
S
Schroders
United Kingdom
$0
2
Wells Fargo
Wells Fargo
California
$1.79B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$295M
4
HNB
Huntington National Bank
Ohio
$134M
5
BlackRock
BlackRock
New York
$472M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Alesco Advisors
New York
$169M +$981K +12,735 +0.6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$165M -$4.83M -62,743 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$156M +$18.7M +242,177 +14%
HTC
29
Haverford Trust Company
Pennsylvania
$142M +$5.94M +77,174 +4%
HNB
30
Huntington National Bank
Ohio
$134M -$129M – –
SMM
31
Stadion Money Management
Georgia
$110M -$81M -1,051,735 -43%
Members Trust
32
Members Trust
Florida
$105M +$8.61M +111,847 +9%
PPFA
33
Provida Pension Fund Administrator
Chile
$104M -$70.8M -919,609 -41%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$98.8M +$1.43M +18,542 +1%
CIA
35
Choate Investment Advisors
Massachusetts
$86.5M +$9.13M +118,565 +12%
AssetMark Inc
36
AssetMark Inc
California
$84.5M +$5.58M +72,403 +7%
Comerica Bank
37
Comerica Bank
Texas
$81.6M -$640K -8,045 -0.8%
Truist Financial
38
Truist Financial
North Carolina
$72.9M +$1.17M +15,254 +2%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$71.6M -$10.6M -137,536 -13%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$70.4M -$851K -11,056 -1%
SAS
41
Sage Advisory Services
Texas
$69.1M -$175K -2,267 -0.3%
UB
42
UMB Bank
Missouri
$68.6M -$855K -11,101 -1%
Stifel Financial
43
Stifel Financial
Missouri
$61.7M +$5.88M +76,286 +11%
FI
44
FormulaFolio Investments
Michigan
$61.7M +$8.23M +106,874 +15%
BIM
45
Bridges Investment Management
Nebraska
$58.9M +$17.5M +227,638 +42%
AI
46
Atria Investments
North Carolina
$58M -$2.94M -38,192 -5%
GT
47
Greenleaf Trust
Michigan
$55.1M +$2.63M +34,166 +5%
M&T Bank
48
M&T Bank
New York
$54.8M +$611K +7,928 +1%
DWM
49
Destination Wealth Management
California
$54.6M +$91.3K +1,185 +0.2%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$53.9M -$296K -3,846 -0.5%
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