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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 %
BHIA
551
Birch Hill Investment Advisors
Massachusetts
$1.61M +$583K +7,571 +57%
IWA
552
IBEX Wealth Advisors
New Jersey
$1.61M +$1.61M +21,415 New
EWF
553
Epstein & White Financial
California
$1.6M +$753K +9,808 +89%
CCP
554
Cardan Capital Partners
Colorado
$1.57M +$88.4K +1,148 +6%
BO
555
Bank OZK
Arkansas
$1.55M +$255K +3,315 +20%
WS
556
Wedbush Securities
California
$1.54M +$315K +4,094 +26%
PFM
557
Parsec Financial Management
North Carolina
$1.53M +$44.6K +579 +3%
MCM
558
Maple Capital Management
Vermont
$1.53M -$42.4K -550 -3%
NCM
559
Narwhal Capital Management
Georgia
$1.51M -$171K -2,226 -10%
MYIA
560
Mount Yale Investment Advisors
Colorado
$1.49M +$1.49M +19,392 New
SWA
561
Sutton Wealth Advisors
Florida
$1.49M – – –
MSAM
562
Moloney Securities Asset Management
Missouri
$1.48M -$88.9K -1,155 -6%
PIM
563
Parker Investment Management
California
$1.48M +$31.5K +409 +2%
PIM
564
Penobscot Investment Management
Massachusetts
$1.48M +$724K +9,401 +96%
VAM
565
Visionary Asset Management
Texas
$1.47M +$1.21M +15,817 +458%
Lido Advisors
566
Lido Advisors
California
$1.45M +$100K +1,301 +7%
LC
567
LCNB Corp
Ohio
$1.45M +$31.2K +405 +2%
FIB
568
First Interstate Bank
Montana
$1.44M +$835K +10,846 +138%
PWW
569
Pettyjohn Wood & White
Virginia
$1.43M +$245K +3,181 +21%
WT
570
Washington Trust
Rhode Island
$1.43M +$61.5K +798 +5%
JSL
571
JT Stratford LLC
Georgia
$1.43M +$1.43M +18,510 New
PL
572
Parthenon LLC
Kentucky
$1.42M +$23.1K +300 +2%
SP
573
SWS Partners
Ohio
$1.42M +$374K +4,975 +36%
RPG
574
Risk Paradigm Group
Texas
$1.41M -$39K -506 -3%
BJ
575
Brouwer & Janachowski
California
$1.41M -$30K -389 -2%
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