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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 %
LAIC
1001
Lederer & Associates Investment Counsel
California
$218K +$12K +155 +6%
P
1002
Pitcairn
Pennsylvania
$212K – – –
SSWM
1003
Sheets Smith Wealth Management
North Carolina
$211K +$211K +2,739 New
AWM
1004
Aries Wealth Management
Maine
$210K – – –
IFS
1005
Ifrah Financial Services
Arkansas
$210K +$210K +2,733 New
SWP
1006
Strategic Wealth Partners
Ohio
$208K -$790K -10,265 -79%
UR
1007
USCA RIA
Texas
$208K -$17.9K -232 -8%
TCB
1008
Texas Capital Bancshares
Texas
$208K – – –
MCM
1009
Murphy Capital Management
New Jersey
$206K +$206K +2,675 New
PA
1010
Probity Advisors
Texas
$205K -$11.6K -150 -5%
FNBTCON
1011
First National Bank & Trust Co of Newtown
Pennsylvania
$205K – – –
SWM
1012
Segment Wealth Management
Texas
$204K +$204K +2,645 New
BRC
1013
Bell Rock Capital
Delaware
$203K -$4.65K -61 -2%
AWS
1014
AJ Wealth Strategies
New York
$203K – – –
NEPWA
1015
New England Private Wealth Advisors
Massachusetts
$203K +$307 +4 +0.2%
BTW
1016
Boston Trust Walden
Massachusetts
$202K – – –
SCM
1017
Stordahl Capital Management
Colorado
$201K – – –
WCWM
1018
Wooster Corthell Wealth Management
Connecticut
$200K – – –
CWM
1019
Concentric Wealth Management
California
$200K +$200K +2,600 New
HCA
1020
Horan Capital Advisors
Ohio
$196K – – –
SFPIA
1021
Stevens First Principles Investment Advisors
California
$195K +$2.7K +35 +1%
AIA
1022
Armor Investment Advisors
North Carolina
$185K +$61.7K +800 +50%
ACS
1023
Archford Capital Strategies
Illinois
$180K +$180K +2,340 New
BAM
1024
Barrett Asset Management
New York
$177K +$52.1K +675 +42%
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$168K +$30.8K +400 +22%
39 40
41
42 43