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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 %
SC
651
Savant Capital
Illinois
$1.04M -$4.77K -62 -0.5%
SFI
652
SPC Financial Inc
Maryland
$1.03M +$129K +1,672 +14%
CFA
653
Carroll Financial Associates
North Carolina
$1.03M +$14.4K +187 +1%
AWM
654
Avior Wealth Management
Nebraska
$1.02M +$17K +221 +2%
ATC
655
Argent Trust Co
Tennessee
$1.02M +$740K +9,600 +264%
PFM
656
Phillips Financial Management
Indiana
$1.02M +$30.6K +398 +3%
DY
657
Dowling & Yahnke
California
$1.01M +$54.9K +713 +6%
GG
658
GenWealth Group
New Jersey
$1M -$20.8K -270 -2%
AL
659
Aspiriant LLC
California
$1M +$1M +13,020 New
DE
660
Day & Ennis
Georgia
$1M +$16.2K +210 +2%
CAM
661
Congress Asset Management
Massachusetts
$1M -$14.4K -187 -1%
TA
662
Tiedemann Advisors
New York
$997K +$757K +9,834 +316%
AOWM
663
Alpha Omega Wealth Management
Virginia
$992K -$3.7K -48 -0.4%
BPCE
664
Bank Pictet & Cie (Europe)
Germany
$992K – – –
TFCP
665
Twin Focus Capital Partners
Massachusetts
$989K -$42.5K -552 -4%
TH
666
TCTC Holdings
Texas
$988K – – –
SG
667
StoneX Group
New York
$973K -$53.1K -690 -5%
IWM
668
IHT Wealth Management
Illinois
$973K +$325K +4,315 +50%
JG
669
Jefferies Group
New York
$969K +$161K +2,097 +20%
DCM
670
Donaldson Capital Management
Indiana
$965K -$49.3K -640 -5%
BAM
671
Belpointe Asset Management
Nevada
$964K -$151K -1,964 -14%
CIAS
672
Capital Investment Advisory Services
North Carolina
$964K +$44.8K +581 +5%
BA
673
Bristlecone Advisors
Washington
$958K -$109K -1,409 -10%
RMDI
674
R.M. Davis Inc
Maine
$950K +$63.2K +821 +7%
TTWM
675
TCV Trust & Wealth Management
Virginia
$944K +$16.3K +212 +2%
25 26
27
28 29