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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 %
OPWM
1076
Oak Point Wealth Management
Michigan
$47K +$29.7K +391 +171%
RFA
1077
Reilly Financial Advisors
California
$46K -$13.5K -175 -23%
POIA
1078
Pin Oak Investment Advisors
Texas
$46K – – –
MRCM
1079
M&R Capital Management
New Jersey
$46K – – –
AP
1080
Atwood & Palmer
Missouri
$46K +$7.28K +94 +19%
WAS
1081
WESPAC Advisors SoCal
California
$46K +$23.4K +310 +103%
AP
1082
Arlington Partners
Alabama
$45K +$45K +590 New
FFC
1083
First Financial Corp
Indiana
$41K – – –
WEC
1084
Winslow Evans & Crocker
Massachusetts
$40.3K +$8.15K +106 +25%
EWM
1085
Elmwood Wealth Management
California
$39.4K +$39.4K +512 New
BCA
1086
Bray Capital Advisors
Florida
$39K +$39K +500 New
RFM
1087
Royal Fund Management
Florida
$34K -$77 -1 -0.2%
FDCDDQ
1088
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.9K – – –
CDIA
1089
Capital Directions Investment Advisors
Georgia
$33K – – –
SIS
1090
Sound Income Strategies
Florida
$31K +$21.3K +274 +221%
SFC
1091
SYM Financial Corp
Indiana
$31K +$30.1K +389 +3,242%
PCM
1092
Princeton Capital Management
New Jersey
$31K +$31K +400 New
WCAMG
1093
Woodard & Company Asset Management Group
North Carolina
$27K – – –
GIP
1094
Granite Investment Partners
California
$27K +$27K +350 New
PCTC
1095
Perkins Coie Trust Company
Washington
$26K – – –
Parallax Volatility Advisers
1096
Parallax Volatility Advisers
California
$26K +$25.8K +340 +17,000%
EWM
1097
Edge Wealth Management
New York
$25K – – –
TCM
1098
Tradewinds Capital Management
Washington
$25K +$5.16K +66 +26%
TCM
1099
TD Capital Management
Tennessee
$24K +$77 +1 +0.3%
RBC
1100
Roble Belko & Company
Pennsylvania
$22K – – –
42 43
44
45 46