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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 %
MCM
1026
Manchester Capital Management
Vermont
$161K – – –
TWA
1027
TCI Wealth Advisors
Arizona
$159K -$48.8K -633 -23%
GI
1028
GS Investments
Minnesota
$158K -$1.93K -25 -1%
TA
1029
Townsend & Associates
Colorado
$152K +$51.5K +668 +51%
AF
1030
Allworth Financial
California
$143K +$20.3K +264 +17%
KCPG
1031
Kavar Capital Partners Group
Kansas
$141K +$141K +1,825 New
LJHT
1032
Laurie J. Hall Trustee
$140K -$18.5K -240 -12%
NPP
1033
New Potomac Partners
Maryland
$138K -$461 -6 -0.3%
NWM
1034
Northwest Wealth Management
Iowa
$138K +$138K +1,792 New
KTC
1035
Kistler-Tiffany Companies
Pennsylvania
$136K – – –
CHP
1036
Cable Hill Partners
Oregon
$132K -$38.2K -498 -22%
SWM
1037
SeaCrest Wealth Management
New York
$131K -$7.96K -103 -6%
GWS
1038
Glassman Wealth Services
Virginia
$127K -$18.5K -240 -13%
KF
1039
Krilogy Financial
Missouri
$125K +$31.3K +405 +33%
EDRH
1040
Edmond de Rothschild Holding
Switzerland
$123K – – –
WWM
1041
Wagner Wealth Management
South Carolina
$121K – – –
GBBWRPM
1042
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$121K +$121K +1,572 New
OIA
1043
Optimum Investment Advisors
Illinois
$120K +$120K +1,562 New
IFAM
1044
Institutional & Family Asset Management
Colorado
$115K +$115K +1,490 New
CBT
1045
Capital Bank & Trust
California
$111K -$636K -8,266 -85%
VCM
1046
Virtue Capital Management
Tennessee
$109K -$49.2K -623 -31%
CLOS
1047
Compagnie Lombard Odier SCmA
Switzerland
$108K -$108K -1,400 -50%
WPW
1048
Winthrop Partners - WNY
New York
$100K +$100K +1,308 New
WB
1049
Webster Bank
Connecticut
$94K – – –
FRA
1050
Front Row Advisors
California
$94K +$3.09K +40 +3%
40 41
42
43 44