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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
$221M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$194M
3
Bank of America
Bank of America
North Carolina
$1.88B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
5
UBS Group
UBS Group
Switzerland
$1.23B

Top Sellers

1
S
Schroders
United Kingdom
$0
2
Wells Fargo
Wells Fargo
California
$1.79B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$295M
4
HNB
Huntington National Bank
Ohio
$134M
5
BlackRock
BlackRock
New York
$472M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$51.6M -$299K -3,887 -0.6%
BIAS
52
Beacon Investment Advisory Services
New Jersey
$50.6M +$6.11M +79,391 +14%
V
53
Veritable
Delaware
$50.6M +$262K +3,400 +0.5%
USAA
54
United Services Automobile Association
Texas
$48.3M +$7M +90,948 +17%
SB
55
Suntrust Banks
Georgia
$47.8M +$1.73M +22,401 +4%
VFA
56
Voya Financial Advisors
Connecticut
$47.5M +$2.45M +32,124 +5%
PV
57
Private Vista
Illinois
$47M +$47M +610,261 New
HighTower Advisors
58
HighTower Advisors
Illinois
$46.7M +$27.2M +354,051 +140%
WCF
59
West Coast Financial
California
$46.6M +$115K +1,497 +0.2%
SLT
60
St Louis Trust
Missouri
$44.4M +$3.62M +47,043 +9%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$44.4M -$4.86M -63,064 -10%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$43.3M +$1.24M +16,111 +3%
GT
63
Glenmede Trust
Pennsylvania
$43M – – –
SIC
64
Sigma Investment Counselors
Michigan
$42.3M +$934K +12,125 +2%
CI
65
Conning Inc
Connecticut
$40.2M -$175K -2,271 -0.4%
PAG
66
Private Advisor Group
New Jersey
$39.9M +$16.9M +219,157 +73%
Lazard Asset Management
67
Lazard Asset Management
New York
$39.8M +$2M +25,969 +5%
CFIA
68
Cantor Fitzgerald Investment Advisors
New York
$38.9M +$470K +6,097 +1%
FA
69
FDx Advisors
Illinois
$38.6M -$9.97M -129,506 -21%
MIH
70
Madison Investment Holdings
Wisconsin
$38.4M +$1.44M +18,643 +4%
CIA
71
Capital Investment Advisors
Georgia
$37.3M +$234K +3,039 +0.6%
WAM
72
Wealthspire Advisors (Maryland)
Maryland
$36.6M +$1.7M +22,120 +5%
TF
73
TIAA FSB
Florida
$36.5M +$2.59M +33,684 +8%
WF
74
WealthTrust Fairport
Ohio
$36.3M -$690K -8,963 -2%
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
$36M +$3.01M +39,107 +9%
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