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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 %
MPM
801
Meritage Portfolio Management
Kansas
$521K -$11.8K -153 -2%
BBA
802
Braun-Bostich & Associates
Pennsylvania
$521K +$22.4K +291 +4%
DSC
803
Duncker Streett & Co
Missouri
$516K +$462 +6 +0.1%
SRC
804
Shufro Rose & Co
New York
$513K – – –
ACM
805
AlphaStar Capital Management
North Carolina
$511K -$7.92M -102,802 -94%
FA
806
FMA Advisory
Pennsylvania
$510K +$1.54K +20 +0.3%
WAP
807
Wealthcare Advisory Partners
Pennsylvania
$509K +$31K +403 +6%
MHS
808
M Holdings Securities
Oregon
$505K -$847K -10,993 -63%
EAM
809
Evanson Asset Management
California
$499K +$23.6K +306 +5%
SCM
810
Sterling Capital Management
North Carolina
$496K -$49.7K -646 -9%
ZB
811
Zions Bancorporation
Utah
$496K – – –
BI
812
Bredin Investment
Delaware
$496K – – –
KCP
813
KDI Capital Partners
North Carolina
$494K +$87.8K +1,139 +22%
AF
814
Alerus Financial
North Dakota
$493K – – –
PAI
815
Pittenger & Anderson Inc
Nebraska
$493K +$23.4K +304 +5%
BFA
816
Bragg Financial Advisors
North Carolina
$491K -$13.4K -174 -3%
ST
817
Sageworth Trust
Pennsylvania
$489K – – –
PCM
818
Perritt Capital Management
Illinois
$487K – – –
SWM
819
Stockman Wealth Management
Montana
$478K +$49.2K +638 +11%
MWM
820
Modera Wealth Management
New Jersey
$475K +$925 +12 +0.2%
CPA
821
Clear Perspective Advisors
Illinois
$475K +$33.7K +438 +8%
G
822
Gainplan
Michigan
$475K +$165K +2,141 +53%
CCP
823
Corient Capital Partners
California
$473K -$26.2K -340 -5%
RWA
824
Ropes Wealth Advisors
Massachusetts
$472K -$12.6K -164 -3%
RPC
825
Rossmore Private Capital
Connecticut
$472K +$104K +1,350 +28%
31 32
33
34 35