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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 %
SYBT
951
Stock Yards Bank & Trust
Kentucky
$267K -$77.4K -1,005 -22%
HBWM
952
Hollow Brook Wealth Management
New York
$267K – – –
1SB
953
1ST Source Bank
Indiana
$266K +$10K +130 +4%
MOS
954
MGO One Seven
Ohio
$260K -$2.62K -34 -1%
SFG
955
SevenBridge Financial Group
Pennsylvania
$260K – – –
VDI
956
Vaughan David Investments
Illinois
$260K +$260K +3,376 New
B
957
Bridgeworth
Alabama
$259K +$259K +3,474 New
ICM
958
IMS Capital Management
Oregon
$258K – – –
JGIA
959
Jackson Grant Investment Advisers
Connecticut
$258K +$847 +11 +0.3%
RWMH
960
Riverpoint Wealth Management Holdings
Illinois
$258K +$258K +3,369 New
AF
961
Affiance Financial
Minnesota
$256K -$27.3K -354 -10%
CCT
962
Capital City Trust
Florida
$256K -$24.4K -316 -9%
FG
963
Fiduciary Group
Georgia
$255K – – –
EHC
964
Everett Harris & Co
California
$254K – – –
AC
965
Alexandria Capital
Virginia
$254K +$3.08K +40 +1%
RFWA
966
RPg Family Wealth Advisory
Massachusetts
$253K +$96.3K +1,251 +61%
CNBT
967
Canandaigua National Bank & Trust
New York
$250K -$5.48K -71 -2%
WP
968
WMS Partners
Maryland
$249K – – –
HDIM
969
Hanson & Doremus Investment Management
Vermont
$248K – – –
KFC
970
Klingenstein Fields & Co
New York
$248K +$693 +9 +0.3%
IIA
971
IPG Investment Advisors
California
$246K -$14.9K -194 -6%
FA
972
FC Advisory
Pennsylvania
$245K +$540 +7 +0.2%
EAMA
973
EFG Asset Management (Americas)
Florida
$245K +$245K +3,176 New
WAAG
974
Wealth Alliance Advisory Group
Kansas
$245K +$245K +3,185 New
WAOTB
975
Wealth Advisors of Tampa Bay
Florida
$244K +$244K +3,171 New
37 38
39
40 41