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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 %
MA
776
MCF Advisors
Kentucky
$592K +$107K +1,389 +22%
BBHC
777
Brown Brothers Harriman & Co
New York
$587K +$27.2K +353 +5%
JFG
778
JMG Financial Group
Illinois
$584K – – –
NGA
779
Naples Global Advisors
Florida
$573K -$16.9K -220 -3%
DBT
780
Dubuque Bank & Trust
Iowa
$565K -$141K -1,828 -20%
WSTAM
781
Wilbanks Smith & Thomas Asset Management
Virginia
$560K +$155K +2,017 +38%
CWM
782
Calamos Wealth Management
Illinois
$559K +$385 +5 +0.1%
ACP
783
Aviance Capital Partners
Florida
$550K – – –
CG
784
Colony Group
Massachusetts
$550K +$79.8K +1,036 +17%
KIA
785
KCM Investment Advisors
California
$548K – – –
Fayez Sarofim & Co
786
Fayez Sarofim & Co
Texas
$547K – – –
GMA
787
Goldstein Munger & Associates
California
$547K – – –
HCM
788
Harvest Capital Management
New Hampshire
$545K +$21.2K +275 +4%
CWA
789
Clarus Wealth Advisors
Arizona
$542K +$542K +7,036 New
OFG
790
OmniStar Financial Group
North Carolina
$536K +$238K +3,089 +80%
EWM
791
Endurance Wealth Management
Rhode Island
$534K +$15K +195 +3%
MWM
792
Meridian Wealth Management
Kentucky
$533K -$67.7K -879 -11%
DACG
793
Donor Advised Charitable Giving
California
$533K +$105K +1,367 +25%
PCA
794
Providence Capital Advisors
North Carolina
$529K +$17.6K +228 +3%
PAA
795
Peregrine Asset Advisers
Oregon
$529K +$529K +6,875 New
NAM
796
North American Management
Massachusetts
$528K +$41K +532 +8%
AIA
797
Allegis Investment Advisors
Idaho
$525K -$73.5K -955 -12%
PSF
798
Pacific Sun Financial
California
$525K +$202K +2,623 +62%
CHA
799
Carmichael Hill & Associates
Maryland
$524K -$9.25K -120 -2%
LCC
800
Lincoln Capital Corp
Rhode Island
$524K – – –
30 31
32
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