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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 %
MFBTD
876
MB Financial Bank - Trust Department
Illinois
$368K – – –
FIM
877
Frontier Investment Management
Texas
$365K -$447K -5,808 -55%
ABTD
878
Arvest Bank Trust Division
Oklahoma
$362K +$362K +4,702 New
BFG
879
Barber Financial Group
Kansas
$359K -$10.5M -135,973 -97%
PAS
880
Partnervest Advisory Services
California
$359K -$11.2K -146 -3%
FFW
881
Fusion Family Wealth
New York
$357K -$94.5K -1,226 -21%
LW
882
Linscomb Wealth
Texas
$357K +$28.9K +376 +9%
OMC
883
Overbrook Management Corp
New York
$354K -$145K -1,876 -29%
CCA
884
Clearwater Capital Advisors
Illinois
$354K +$54K +700 +18%
SFG
885
SNS Financial Group
Minnesota
$351K -$91.4K -1,188 -21%
ANBT
886
American National Bank & Trust
Texas
$347K -$923 -12 -0.3%
TRSOTSOK
887
Teachers Retirement System of the State of Kentucky
Kentucky
$347K +$347K +4,500 New
EA
888
Edge Advisors
Georgia
$346K +$23.1K +300 +7%
EWM
889
Evercore Wealth Management
New York
$345K – – –
HA
890
Harborview Advisors
Maine
$341K +$15.7K +204 +5%
FF
891
Friedenthal Financial
New Jersey
$340K +$340K +4,410 New
RC
892
RegentAtlantic Capital
New Jersey
$339K +$6.24K +81 +2%
FVCM
893
F&V Capital Management
Florida
$338K +$28.5K +370 +9%
CA
894
Commerzbank Aktiengesellschaft
Germany
$337K +$337K +4,378 New
OAM
895
Oak Asset Management
California
$336K +$57.7K +750 +21%
Victory Capital Management
896
Victory Capital Management
Texas
$335K -$501K -6,500 -60%
BW
897
Bison Wealth
Georgia
$335K -$4.46K -58 -1%
CHC
898
City Holding Co
West Virginia
$334K – – –
MCM
899
McRae Capital Management
New Jersey
$333K +$9.25K +120 +3%
ANTB
900
AMG National Trust Bank
Colorado
$331K – – –
34 35
36
37 38