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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 %
FWSM
901
First Wilshire Securities Management
California
$331K +$23.1K +300 +8%
CFSG
902
Community Financial Services Group
Vermont
$328K +$23.7K +307 +8%
MCP
903
Mirador Capital Partners
California
$327K – – –
CPC
904
Congress Park Capital
New York
$326K +$326K +4,236 New
HPC
905
Hobart Private Capital
North Carolina
$324K -$25.8K -335 -7%
IC
906
InterOcean Capital
Illinois
$323K +$323K +4,195 New
GAMC
907
Garner Asset Management Corp
Texas
$321K +$462 +6 +0.1%
SFP
908
Shepherd Financial Partners
Massachusetts
$321K +$321K +4,157 New
GFP
909
Gryphon Financial Partners
Ohio
$320K -$56.1K -727 -15%
ANB
910
Amarillo National Bank
Texas
$319K – – –
MCM
911
MV Capital Management
Maryland
$318K -$1.54K -20 -0.5%
HCIA
912
Hochman Cole Investment Advisors
Illinois
$317K – – –
PEA
913
Pacific Edge Advisors
California
$316K -$20.8K -270 -6%
HIMC
914
Heritage Investors Management Corp
Maryland
$314K +$70.3K +913 +29%
KC
915
Kingfisher Capital
North Carolina
$313K +$616 +8 +0.2%
FPCG
916
Fort Pitt Capital Group
Pennsylvania
$310K -$27K -351 -8%
NWP
917
Northstar Wealth Partners
Connecticut
$310K +$310K +4,033 New
LWM
918
Lyell Wealth Management
California
$309K +$309K +4,010 New
SMG
919
Spectrum Management Group
Indiana
$307K – – –
JCM
920
Jacobi Capital Management
Pennsylvania
$307K +$71.3K +946 +30%
CAS
921
Cue Advisory Services
Arizona
$306K -$6.47K -84 -2%
AWA
922
Acorn Wealth Advisors
Michigan
$304K -$24.1K -307 -7%
SA
923
Strategic Advisors
New York
$303K +$77 +1 +0%
SEIA
924
Signature Estate & Investment Advisors
California
$303K +$52.8K +685 +21%
LFG
925
LifePlan Financial Group
Ohio
$303K +$58.7K +762 +24%
35 36
37
38 39