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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 %
CA
526
Cambridge Advisors
Nebraska
$1.83M -$15.4K -200 -0.8%
BWA
527
BDO Wealth Advisors
Florida
$1.82M +$332K +4,309 +22%
TCOT
528
Trust Company of Toledo
Ohio
$1.81M -$100K -1,303 -5%
EFS
529
Essex Financial Services
Connecticut
$1.81M +$1.47M +19,119 +441%
GTAM
530
Global Trust Asset Management
Florida
$1.8M -$3.62K -47 -0.2%
VIM
531
Vista Investment Management
Pennsylvania
$1.8M -$212K -2,754 -11%
ACM
532
Alpha Capital Management
Texas
$1.79M +$221K +2,870 +14%
BRWA
533
B. Riley Wealth Advisors
Florida
$1.78M +$71.8K +932 +4%
WP
534
WealthShield Partners
North Carolina
$1.77M +$51.9K +674 +3%
AWA
535
Arete Wealth Advisors
Illinois
$1.77M +$271K +3,523 +18%
FWP
536
FAS Wealth Partners
Kansas
$1.77M +$20.8K +270 +1%
BWM
537
BerganKDV Wealth Management
Minnesota
$1.75M +$149K +1,934 +9%
CT
538
Cambridge Trust
Massachusetts
$1.74M -$61.6K -800 -3%
WA
539
Waverly Advisors
Alabama
$1.74M – – –
PC
540
Port Capital
Illinois
$1.73M -$79.1K -1,027 -4%
ACM
541
AUA Capital Management
Pennsylvania
$1.73M – – –
Barclays
542
Barclays
United Kingdom
$1.7M +$1.69M +21,970 +30,944%
HWA
543
Heritage Way Advisors
Illinois
$1.69M +$4.47K +58 +0.3%
ACP
544
Aveo Capital Partners
Colorado
$1.69M +$149K +1,939 +10%
NFG
545
Next Financial Group
Texas
$1.67M +$582K +7,561 +53%
FPTW
546
Franklin, Parlapiano, Turner & Welch
Texas
$1.67M – – –
DBRC
547
D.B. Root & Company
Pennsylvania
$1.67M +$86.9K +1,128 +5%
EIA
548
Edgemoor Investment Advisors
Maryland
$1.65M +$217K +2,825 +15%
MA
549
Mutual Advisors
Nebraska
$1.64M +$472K +6,125 +40%
CCT
550
Country Club Trust
Missouri
$1.64M +$1.64M +21,276 New
20 21
22
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