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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 %
PWS
676
Peloton Wealth Strategists
Indiana
$943K +$199K +2,591 +27%
EIA
677
Eldridge Investment Advisors
New Hampshire
$941K -$95.7K -1,243 -9%
HS
678
Horan Securities
United States
$941K +$73.8K +943 +9%
SQA
679
Simon Quick Advisors
New Jersey
$936K +$47.5K +617 +5%
PTB
680
Pioneer Trust Bank
Oregon
$932K -$241K -3,130 -21%
PL
681
Plancorp LLC
Missouri
$931K – – –
IFWM
682
Institute for Wealth Management
Colorado
$928K -$451K -5,767 -33%
MFT
683
Moisand Fitzgerald Tamayo
Florida
$909K -$15.7K -204 -2%
PSUF
684
People's United Financial
Connecticut
$904K -$17.6K -229 -2%
FMW
685
Farr Miller & Washington
District of Columbia
$898K +$28.6K +371 +3%
FMWA
686
Forvis Mazars Wealth Advisors
Missouri
$892K – – –
MIC
687
Meridian Investment Counsel
California
$880K +$62.4K +810 +8%
Rockefeller Capital Management
688
Rockefeller Capital Management
New York
$880K +$880K +11,428 New
FC
689
Ferris Capital
Massachusetts
$878K -$123K -1,599 -12%
RCA
690
Rowland Carmichael Advisors
Arizona
$875K -$36K -467 -4%
PMFA
691
Plante Moran Financial Advisors
Michigan
$875K -$7.86K -102 -0.9%
KWM
692
Kingsview Wealth Management
Oregon
$870K +$37.8K +491 +5%
CCG
693
Cypress Capital Group
Florida
$861K +$223K +2,898 +35%
FBA
694
Front Barnett Associates
Illinois
$848K +$7.32K +95 +0.9%
TIA
695
Tiemann Investment Advisors
California
$848K +$18.2K +236 +2%
HIIFS
696
Harel Insurance Investments & Financial Services
Israel
$847K +$847K +11,000 New
IAA
697
Independent Advisor Alliance
North Carolina
$843K +$843K +12,267 New
CWM
698
Connecticut Wealth Management
Connecticut
$842K -$7.68K -102 -0.9%
CFA
699
Cahill Financial Advisors
Minnesota
$836K -$31.9K -414 -4%
LFPWM
700
Leicht Financial Planning & Wealth Management
New Jersey
$829K -$59.7K -794 -7%
26 27
28
29 30