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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 %
DWM
976
Doyle Wealth Management
Florida
$241K -$6K -78 -2%
AP
977
Appleton Partners
Massachusetts
$241K – – –
WB
978
WesBanco Bank
West Virginia
$240K +$240K +3,112 New
Fisher Asset Management
979
Fisher Asset Management
Washington
$239K -$57.3K -743 -19%
CS
980
Cannell & Spears
New York
$239K +$19.3K +250 +9%
SCM
981
Stellar Capital Management
Arizona
$238K – – –
NIC
982
Northwest Investment Counselors
Oregon
$238K – – –
SHGA
983
Sand Hill Global Advisors
California
$237K -$216K -2,813 -48%
CIC
984
Cornercap Investment Counsel
Georgia
$237K +$19K +247 +9%
Kayne Anderson Rudnick Investment Management
985
Kayne Anderson Rudnick Investment Management
California
$236K -$452K -5,865 -66%
IP
986
Investment Partners
Ohio
$235K +$235K +3,053 New
TW
987
Transform Wealth
Colorado
$233K +$233K +3,020 New
AIP
988
Ahrens Investment Partners
Louisiana
$232K -$34.6K -450 -13%
SS
989
Sunbelt Securities
Texas
$232K +$232K +3,016 New
I
990
INVST
Indiana
$232K +$232K +3,087 New
FPFS
991
First Personal Financial Services
North Carolina
$231K -$306K -3,979 -57%
IWA
992
Intercontinental Wealth Advisors
Texas
$231K – – –
BFG
993
Beacon Financial Group
Texas
$231K +$231K +2,994 New
NCM
994
Northwest Capital Management
Oregon
$230K – – –
CBTWT
995
Community Bank & Trust (Waco, Texas)
Texas
$229K – – –
CL
996
CPWM LLC
Washington
$225K -$128K -1,667 -36%
BIA
997
BHK Investment Advisors
Alabama
$220K +$9K +117 +4%
W
998
Wealthfront
California
$219K -$72.8K -944 -25%
SG Americas Securities
999
SG Americas Securities
New York
$219K +$219K +2,850 New
WCM
1000
Wealthcare Capital Management
Virginia
$218K +$77 +1 +0%
38 39
40
41 42