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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 %
BAC
626
Boys Arnold & Co
North Carolina
$1.12M -$68.9K -871 -6%
AFG
627
Arkansas Financial Group
Arkansas
$1.11M +$924 +12 +0.1%
NP
628
NorthRock Partners
Minnesota
$1.1M +$99.8K +1,294 +10%
IWC
629
Integrated Wealth Concepts
Massachusetts
$1.1M +$131K +1,736 +14%
SAA
630
Southeast Asset Advisors
Georgia
$1.1M +$390K +5,066 +55%
GEA
631
Glen Eagle Advisors
New Jersey
$1.09M +$47.3K +616 +5%
CAM
632
Concorde Asset Management
Michigan
$1.09M -$197K -2,530 -15%
VDFA
633
Vickerman & Driscoll Financial Advisors
Washington
$1.09M -$282K -3,666 -21%
AF
634
Arrow Financial
New York
$1.09M +$40.4K +525 +4%
AWP
635
Ascent Wealth Partners
New York
$1.09M +$143K +1,859 +15%
MWAC
636
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.08M -$32.5K -422 -3%
Renaissance Technologies
637
Renaissance Technologies
New York
$1.08M +$1.08M +14,000 New
SWM
638
SVA Wealth Management
Wisconsin
$1.08M -$10.5K -142 -1%
AEPG
639
American Economic Planning Group
New Jersey
$1.07M +$98.4K +1,278 +10%
PFS
640
Prospera Financial Services
Texas
$1.07M +$177K +2,302 +20%
LPIC
641
LeJeune Puetz Investment Counsel
Michigan
$1.07M +$154 +2 +0%
GXMC
642
Global X Management Company
New York
$1.07M +$1.07M +13,825 New
LIA
643
LBMC Investment Advisors
Tennessee
$1.06M -$33.9K -440 -3%
LIC
644
Lodestar Investment Counsel
Illinois
$1.06M – – –
ECM
645
Evergreen Capital Management
Washington
$1.06M – – –
NCM
646
Novare Capital Management
North Carolina
$1.06M -$24.7K -320 -2%
HCM
647
Hudson Capital Management
New Jersey
$1.06M +$389K +5,047 +58%
JA
648
JVL Associates
Michigan
$1.05M – – –
H
649
HoyleCohen
California
$1.05M +$37K +480 +4%
PWMAG
650
Pinnacle Wealth Management Advisory Group
New Jersey
$1.04M -$26.6K -345 -2%
24 25
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