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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 %
TRCT
1126
Tower Research Capital (TRC)
New York
$6K -$9.19K -121 -61%
PK
1127
Pflug Koory
Nebraska
$6K – – –
Financial Engines Advisors
1128
Financial Engines Advisors
California
$6K +$6K +79 New
SWPG
1129
Strategic Wealth Partners Group
Illinois
$5.6K +$1.13K +14,612 +25%
DAM
1130
Delta Asset Management
Tennessee
$5K – – –
BWL
1131
Bogart Wealth LLC
Virginia
$4K -$60.7K -743 -94%
FWM
1132
Focused Wealth Management
New York
$3K -$3.5K -42 -54%
CA
1133
Centerpoint Advisors
Massachusetts
$3K -$2.18K -32 -42%
SA
1134
SRH Advisors
Kansas
$2K – – –
CIM
1135
Contravisory Investment Management
Massachusetts
$2K +$2K +23 New
FM
1136
Forward Management
California
$1K -$900 -9 -47%
AWMS
1137
Advocacy Wealth Management Services
Georgia
$1K – – –
PGWM
1138
Parisi Gray Wealth Management
New Jersey
$1K – – –
SHJ
1139
Sharkey, Howes & Javer
Colorado
$1K +$1K +4 New
VNA
1140
Valley National Advisers
Pennsylvania
$1K +$1K +14 New
AFNAS
1141
American Financial Network Advisory Services
California
$962 -$165K -21,278 -99%
ED
1142
Exane Derivatives
France
$76 – – –
S
1143
Schroders
United Kingdom
– -$264M -3,437,869 Closed
IH
1144
IFC Holdings
Florida
– -$20.9M -271,725 Closed
CA
1145
Cumberland Advisors
Florida
– -$13.4M -174,390 Closed
SI
1146
SII Investments
Wisconsin
– -$9.99M -129,861 Closed
AIS
1147
Accurate Investment Solutions
Pennsylvania
– -$8.88M -115,607 Closed
Susquehanna International Group
1148
Susquehanna International Group
Pennsylvania
– -$8.61M -112,065 Closed
CWSR
1149
Chessman Wealth Strategies RIA
Texas
– -$8.37M -109,003 Closed
AP
1150
Advisors Preferred
Maryland
– -$6.95M -90,469 Closed
44 45
46
47 48