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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 %
CWS
851
Cypress Wealth Services
California
$415K -$88.8K -1,153 -18%
PD
852
Planning Directions
Pennsylvania
$414K +$414K +5,382 New
ACG
853
Allen Capital Group
Nebraska
$413K – – –
AAP
854
Arax Advisory Partners
Colorado
$412K -$77K -1,000 -16%
MMHP
855
Murphy Middleton Hinkle & Parker
Georgia
$410K – – –
IC
856
Intersect Capital
California
$409K -$147K -1,902 -26%
SLG
857
Stanley-Laman Group
Pennsylvania
$398K -$34K -442 -8%
EWM
858
Empirical Wealth Management
Washington
$398K -$3.31K -43 -0.8%
VCA
859
Verdence Capital Advisors
Maryland
$393K -$203K -2,637 -34%
WPP
860
Whalerock Point Partners
Rhode Island
$389K +$93.3K +1,211 +32%
GC
861
Gibson Capital
Pennsylvania
$387K – – –
SBIA
862
Sheaff Brock Investment Advisors
Indiana
$387K +$108K +1,400 +39%
TAIM
863
TD Ameritrade Investment Management
Nebraska
$387K +$379K +4,922 +5,022%
SC
864
Scholtz & Company
Connecticut
$385K -$101K -1,318 -21%
BUB
865
BBVA USA Bancshares
Texas
$385K – – –
ZF
866
Zhang Financial
Michigan
$385K – – –
WC
867
Weil Company
California
$381K -$52.4K -680 -12%
FMBTD
868
First Midwest Bank Trust Division
Illinois
$378K +$51.2K +665 +16%
BI
869
Ballast Inc
Kentucky
$377K +$42.9K +558 +13%
MWP
870
MYCIO Wealth Partners
Pennsylvania
$374K +$96.8K +1,258 +35%
SC
871
Scotia Capital
Ontario, Canada
$373K – – –
IIC
872
Integrated Investment Consultants
Michigan
$373K +$373K +4,843 New
First Manhattan
873
First Manhattan
New York
$372K +$226K +2,930 +154%
CMP
874
Courage Miller Partners
Virginia
$369K +$1.08K +14 +0.3%
S
875
SignatureFD
Georgia
$368K -$467K -6,070 -56%
33 34
35
36 37