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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 %
BCWM
751
Bartlett & Co Wealth Management
Ohio
$655K +$655K +8,508 New
BC
752
Bartlett & Co
Ohio
$655K -$71.2K -925 -10%
CI
753
Cigna Investments
Connecticut
$650K +$43.8K +570 +7%
EF
754
Empirical Finance
Pennsylvania
$642K +$642K +8,317 New
Wolverine Trading
755
Wolverine Trading
Illinois
$641K +$35.1K +456 +6%
OCG
756
Opus Capital Group
Ohio
$640K – – –
PP
757
PDT Partners
New York
$639K -$4.01M -52,100 -86%
MC
758
Moors & Cabot
Massachusetts
$635K +$29.6K +385 +5%
GCA
759
Gradient Capital Advisors
California
$630K +$77 +1 +0%
KA
760
Kovack Advisors
Florida
$629K +$120K +1,563 +24%
6M
761
6 Meridian
Kansas
$625K +$127K +1,651 +26%
BCM
762
Brookmont Capital Management
Texas
$622K +$31.2K +405 +5%
HS
763
Huntington Steele
Pennsylvania
$619K +$539 +7 +0.1%
SFM
764
Signature Financial Management
Virginia
$615K – – –
M
765
MOTCO
Texas
$610K -$108K -1,405 -15%
Neuberger Berman Group
766
Neuberger Berman Group
New York
$607K -$320K -4,158 -35%
SCM
767
SOL Capital Management
Maryland
$606K -$31.6K -410 -5%
BA
768
BKS Advisors
Michigan
$604K +$8.47K +110 +1%
DHFB
769
Dixon Hubard Feinour & Brown
Virginia
$601K -$6.93K -90 -1%
OFG
770
Oxford Financial Group
Indiana
$600K – – –
AMCA
771
Arthur M. Cohen & Associates
Illinois
$599K -$500K -6,642 -45%
TD Asset Management
772
TD Asset Management
Ontario, Canada
$599K +$64.3K +1,106 +12%
BB
773
Busey Bank
Illinois
$597K -$16.8K -218 -3%
OC
774
Oarsman Capital
Wisconsin
$595K -$12.7K -165 -2%
AFM
775
Andesa Financial Management
Pennsylvania
$594K +$88.6K +1,153 +18%
29 30
31
32 33