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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 %
ADL
1051
Asset Dedication LLC
California
$92K +$34.2K +446 +59%
AA
1052
Advisory Alpha
Michigan
$90K -$1.73M -21,447 -95%
AWM
1053
Aevitas Wealth Management
Massachusetts
$90K -$22.9K -296 -20%
GI
1054
Gradient Investments
Minnesota
$90K +$33.1K +432 +58%
FA
1055
Fortis Advisors
Pennsylvania
$86K +$230 +3 +0.3%
HT
1056
Heritage Trust
Oklahoma
$84K +$84K +1,092 New
KPCM
1057
Kings Point Capital Management
New York
$83K +$77 +1 +0.1%
OIA
1058
OneDigital Investment Advisors
Kansas
$79K -$17.2K -224 -18%
IDBONY
1059
Israel Discount Bank of New York
New York
$77K -$23.1K -300 -23%
MBT
1060
Monroe Bank & Trust
Michigan
$77K – – –
ARMC
1061
American Research & Management Company
Massachusetts
$77K – – –
NCM
1062
New Capital Management
Texas
$76K +$62.1K +807 +448%
BWA
1063
Burt Wealth Advisors
Maryland
$75K – – –
TSW
1064
Thompson Siegel & Walmsley
Virginia
$69K – – –
LWA
1065
Lenox Wealth Advisors
New York
$66K – – –
FPB
1066
First PREMIER Bank
South Dakota
$65K – – –
DPA
1067
Delphi Private Advisors
California
$64K -$15.4K -200 -19%
WTB
1068
Washington Trust Bank
Washington
$62K – – –
SJIM
1069
St. Johns Investment Management
Florida
$62K – – –
OBWP
1070
O'Brien Wealth Partners
Massachusetts
$58K +$58K +755 New
AIM
1071
Anchor Investment Management
South Carolina
$55K – – –
AIS
1072
AlphaOne Investment Services
Pennsylvania
$52K +$30.7K +397 +144%
RE
1073
RBC Europe
United Kingdom
$51.4K – – –
CB
1074
CNB Bank
Pennsylvania
$51K – – –
OC
1075
Oakworth Capital
Alabama
$47K – – –
41 42
43
44 45