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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 %
OWM
826
Orgel Wealth Management
Wisconsin
$471K -$13.1K -170 -3%
TCM
827
Tufton Capital Management
Maryland
$467K -$5.15K -67 -1%
PAM
828
Peak Asset Management
Colorado
$463K +$22.3K +290 +5%
HIS
829
Horizon Investment Services
Indiana
$462K -$771 -10 -0.2%
VCM
830
Vivaldi Capital Management
Illinois
$461K -$39.6K -515 -8%
NSB
831
Norway Savings Bank
Maine
$459K -$55.8K -725 -11%
SPWA
832
SteelBridge Private Wealth Advisors
Florida
$456K +$127K +1,654 +39%
LPT
833
Legacy Private Trust
Wisconsin
$456K +$197K +2,550 +76%
SHA
834
Seneca House Advisors
Virginia
$455K +$24.2K +314 +6%
HFS
835
Haverford Financial Services
Pennsylvania
$454K – – –
CGL
836
Clarius Group LLC
Washington
$454K – – –
CCM
837
Coe Capital Management
Illinois
$453K -$156K -2,020 -26%
CSIC
838
Clifford Swan Investment Counsel
California
$449K – – –
IP
839
Intellectus Partners
California
$444K +$160K +2,080 +56%
PCA
840
Peddock Capital Advisors
Massachusetts
$441K +$28.8K +373 +7%
MCM
841
Mitchell Capital Management
Kansas
$431K -$73.3K -951 -15%
WA
842
Winfield Associates
Ohio
$431K +$100K +1,300 +30%
WWM
843
Windsor Wealth Management
Indiana
$428K +$15.1K +196 +4%
PO
844
Private Ocean
California
$428K +$121K +1,570 +39%
HCM
845
Howland Capital Management
Massachusetts
$424K +$65.9K +855 +18%
BFC
846
Bedel Financial Consulting
Indiana
$423K +$423K +5,492 New
VIA
847
Vantage Investment Advisors
Pennsylvania
$420K +$77 +1 +0%
LIA
848
LS Investment Advisors
Michigan
$420K +$20.8K +270 +5%
MC
849
Martin & Co
Tennessee
$418K -$32K -415 -7%
MCM
850
Maryland Capital Management
Maryland
$418K – – –
32 33
34
35 36