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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 %
BCM
501
Brasada Capital Management
Texas
$2.12M +$2.12M +27,553 New
TSWM
502
Triangle Securities Wealth Management
North Carolina
$2.11M +$487K +6,320 +30%
PWM
503
Perigon Wealth Management
California
$2.09M -$302K -3,921 -13%
BA
504
Ballew Advisors
Mississippi
$2.08M +$492K +6,387 +31%
CWM
505
Capital Wealth Management
Rhode Island
$2.05M +$231K +2,996 +13%
NPT
506
Nixon Peabody Trust
Massachusetts
$2.05M -$53.8K -698 -3%
Chevy Chase Trust
507
Chevy Chase Trust
Maryland
$2.03M -$179K -2,324 -8%
Koshinski Asset Management
508
Koshinski Asset Management
Illinois
$2.02M -$20.1K -261 -1%
APSP
509
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.02M +$136K +1,767 +7%
TFF
510
The Family Firm
Maryland
$2.01M -$104K -1,345 -5%
RW
511
Rand Wealth
Maryland
$2M -$73.1K -950 -4%
FWM
512
Frontier Wealth Management
Missouri
$2M -$242K -3,148 -11%
TC
513
Trust Company
Kansas
$1.99M -$1.08M -14,014 -35%
PP
514
PrairieView Partners
Minnesota
$1.96M +$184K +2,384 +10%
RFO
515
RiverGlades Family Offices
Florida
$1.95M +$503K +6,534 +35%
BWAM
516
Boyd Watterson Asset Management
Ohio
$1.94M +$68.5K +890 +4%
VWA
517
V Wealth Advisors
Kansas
$1.93M +$127K +1,680 +7%
WAG
518
Winthrop Advisory Group
Massachusetts
$1.93M +$64.5K +820 +3%
BIM
519
Baldwin Investment Management
Pennsylvania
$1.91M – – –
SCA
520
Stillwater Capital Advisors
Pennsylvania
$1.9M +$213K +2,770 +13%
TNBTD
521
Trustmark National Bank Trust Department
Mississippi
$1.9M -$408K -5,295 -18%
SXL
522
Summit X LLC
Missouri
$1.89M +$242K +3,144 +15%
BAAM
523
Baker Avenue Asset Management
California
$1.87M -$295K -3,837 -14%
PCG
524
Private Capital Group
Connecticut
$1.86M -$41.1K -534 -2%
CBT
525
Central Bank & Trust
Kentucky
$1.84M +$491K +6,378 +37%
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