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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 %
SWM
926
Sequoia Wealth Management
Illinois
$301K -$2.59M -33,721 -90%
CANC
927
Culbertson A N & Co
Virginia
$299K -$13.9K -180 -4%
WC
928
Woodstock Corp
Massachusetts
$296K +$15.4K +200 +5%
QCIG
929
Quad-Cities Investment Group
Iowa
$296K +$296K +3,839 New
LWAC
930
Laurel Wealth Advisors (California)
California
$296K +$296K +3,846 New
OA
931
Oxbow Advisors
Texas
$294K – – –
NB
932
Nicolet Bankshares
Wisconsin
$293K +$154 +2 +0.1%
WA1
933
Wimmer Associates 1
California
$291K – – –
CIM
934
Confluence Investment Management
Missouri
$288K +$8.63K +112 +3%
LCM
935
Logan Capital Management
Pennsylvania
$285K +$33K +429 +13%
CA
936
Calton & Associates
Florida
$282K -$49.6K -645 -15%
B
937
Brightworth
Georgia
$281K -$20.1K -263 -7%
FB
938
Fulton Bank
Pennsylvania
$280K – – –
BDF
939
Balasa Dinverno & Foltz
$280K +$21.6K +280 +8%
HCA
940
Harbour Capital Advisors
Virginia
$280K +$43.8K +570 +19%
MWM
941
Merriman Wealth Management
Washington
$279K +$279K +3,628 New
JWS
942
Juncture Wealth Strategies
Arizona
$278K -$22K -286 -7%
CCA
943
Cobblestone Capital Advisors
New York
$277K -$16.1K -210 -6%
Toronto Dominion Bank
944
Toronto Dominion Bank
Ontario, Canada
$277K – – –
RWA
945
River Wealth Advisors
Pennsylvania
$277K +$8.15K +106 +3%
PFA
946
Pathway Financial Advisors
Vermont
$276K – – –
CF
947
Centaurus Financial
California
$272K +$32.3K +419 +13%
JA
948
JOYN Advisors
Georgia
$269K -$125K -1,619 -32%
SAM
949
Silvercrest Asset Management
New York
$268K -$20.6K -268 -7%
WF
950
Welch & Forbes
Massachusetts
$267K -$140K -1,816 -34%
36 37
38
39 40