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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
$221M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$194M
3
Bank of America
Bank of America
North Carolina
$1.88B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
5
UBS Group
UBS Group
Switzerland
$1.23B

Top Sellers

1
S
Schroders
United Kingdom
$0
2
Wells Fargo
Wells Fargo
California
$1.79B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$295M
4
HNB
Huntington National Bank
Ohio
$134M
5
BlackRock
BlackRock
New York
$472M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
76
Oppenheimer Asset Management
New York
$36M +$11.9M +154,351 +49%
GHA
77
GW Henssler & Associates
Georgia
$35.7M -$681K -8,848 -2%
Public Sector Pension Investment Board (PSP Investments)
78
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$35.5M +$8.2M +106,500 +30%
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$35.4M +$351K +4,553 +1%
APCM
80
Alaska Permanent Capital Management
Alaska
$34.9M -$5.78M -75,061 -14%
MIA
81
MainStreet Investment Advisors
Illinois
$34.8M +$319K +4,144 +0.9%
VC
82
Vicus Capital
Pennsylvania
$34.8M +$3.96M +51,456 +13%
Bessemer Group
83
Bessemer Group
New Jersey
$33.9M +$16.1M +208,461 +90%
GFPC
84
Global Financial Private Capital
Florida
$33.9M +$3.77M +48,938 +13%
AIM
85
Acropolis Investment Management
Missouri
$33.4M -$3.71M -48,200 -10%
UCFA
86
United Capital Financial Advisors
Texas
$33.2M +$1.37M +17,807 +4%
WA
87
Wealth Architects
California
$31.8M +$287K +3,728 +0.9%
SSB
88
Sandy Spring Bank
Maryland
$31.8M -$127K -1,653 -0.4%
Creative Planning
89
Creative Planning
Kansas
$31.7M +$428K +5,556 +1%
UBS AM
90
UBS AM
Illinois
$31.4M +$3.01M +39,025 +11%
PP
91
Pegasus Partners
Wisconsin
$31.2M +$279K +3,617 +0.9%
BSB
92
Bangor Savings Bank
Maine
$31.2M +$2.12M +27,514 +7%
NA
93
Nottingham Advisors
New York
$31M -$1.74M -22,336 -5%
BCI
94
Brinker Capital Investments
Pennsylvania
$30.7M +$148K +1,916 +0.5%
AIM
95
Astor Investment Management
Illinois
$30.6M +$104K +1,346 +0.3%
AAS
96
Annex Advisory Services
Wisconsin
$30.3M -$1.08M -13,999 -3%
MML Investors Services
97
MML Investors Services
Massachusetts
$30.1M -$15.5M -201,051 -34%
LSAG
98
Lake Street Advisors Group
New Hampshire
$29.8M -$92.4K -1,200 -0.3%
BP
99
Ballentine Partners
Massachusetts
$29.6M -$1.11M -14,402 -4%
JWA
100
JFS Wealth Advisors
Pennsylvania
$29.1M -$1.82M -23,648 -6%
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