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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 %
FBC
726
Fairfield, Bush & Co
Connecticut
$708K – – –
WPW
727
Waldron Private Wealth
Pennsylvania
$708K +$37.5K +488 +6%
PFGIA
728
Patriot Financial Group Insurance Agency
Massachusetts
$706K +$37.3K +496 +6%
CG
729
Corundum Group
Colorado
$705K – – –
SNT
730
Security National Trust
West Virginia
$700K +$5.39K +70 +0.8%
SCG
731
Sonata Capital Group
Washington
$697K +$49.7K +645 +8%
WPA
732
West Paces Advisors
Georgia
$695K +$1K +13 +0.1%
HCMT
733
Highland Capital Management (Tennessee)
Tennessee
$693K +$2.31K +30 +0.3%
AllianceBernstein
734
AllianceBernstein
Tennessee
$688K +$235K +3,056 +52%
BIA
735
Bigelow Investment Advisors
Maine
$686K +$7.7K +100 +1%
MLIC
736
Mandatum Life Insurance Company
Finland
$685K -$18.2K -236 -3%
CIBC World Market
737
CIBC World Market
Ontario, Canada
$681K -$192K -2,497 -22%
PWM
738
Paulson Wealth Management
Illinois
$681K +$2.08K +27 +0.3%
PP
739
Palladium Partners
Virginia
$680K +$105K +1,369 +18%
EWA
740
Exencial Wealth Advisors
Oklahoma
$678K -$5.85K -76 -0.9%
BFA
741
Beaumont Financial Advisors
Massachusetts
$678K +$143K +1,854 +27%
MBTD
742
Mechanics Bank - Trust Department
California
$675K -$7.7K -100 -1%
CAL
743
Capital Advisors Ltd
Ohio
$675K +$5.63K +73 +0.8%
KFGK
744
Keystone Financial Group (Kentucky)
Kentucky
$672K +$672K +8,927 New
BOS
745
Bingham Osborn & Scarborough
California
$670K +$7.63K +99 +1%
SSWM
746
Smith Salley Wealth Management
North Carolina
$665K -$10K -130 -1%
NSIM
747
North Star Investment Management
Illinois
$665K +$74.2K +963 +13%
BCM
748
BTC Capital Management
Iowa
$663K -$27.1K -352 -4%
BFM
749
Broadview Financial Management
Wisconsin
$657K +$7.7K +100 +1%
ACI
750
Alpha Cubed Investments
California
$656K +$62.1K +806 +10%
28 29
30
31 32