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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
$221M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$194M
3
Bank of America
Bank of America
North Carolina
$1.88B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
5
UBS Group
UBS Group
Switzerland
$1.23B

Top Sellers

1
S
Schroders
United Kingdom
$0
2
Wells Fargo
Wells Fargo
California
$1.79B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$295M
4
HNB
Huntington National Bank
Ohio
$134M
5
BlackRock
BlackRock
New York
$472M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
101
Pachira Investments
California
$28.8M +$164K +2,128 +0.6%
DIP
102
DT Investment Partners
Pennsylvania
$28.7M -$944K -12,263 -3%
FMI
103
Factory Mutual Insurance
Massachusetts
$28.2M – – –
CAG
104
Crestwood Advisors Group
Massachusetts
$28.2M +$1.26M +16,372 +5%
DT
105
Diversified Trust
Tennessee
$28.1M +$1.55M +20,068 +6%
GC
106
Grimes & Company
Massachusetts
$27.6M +$812K +10,550 +3%
AI
107
Accredited Investors
Minnesota
$27.6M +$620K +8,052 +2%
SB
108
Simmons Bank
Arkansas
$27.1M +$497K +6,453 +2%
MFW
109
Meristem Family Wealth
Minnesota
$26.9M +$456K +5,920 +2%
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$26.3M +$6.36M +82,596 +32%
MA
111
MUFG Americas
New York
$26.3M -$593K -7,694 -2%
CTA
112
Chesley Taft & Associates
Illinois
$26.1M +$3.47M +45,104 +15%
CAN
113
Cetera Advisor Networks
California
$25.8M +$1.42M +18,448 +6%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$25.4M +$1.63M +21,116 +7%
CCM
115
Covington Capital Management
California
$25.3M +$835K +10,840 +3%
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
$25.3M -$1.26M -16,250 -5%
TC
117
Telemus Capital
Michigan
$25M +$1.22M +15,905 +5%
NCM
118
Nelson Capital Management
California
$24.7M +$24.7M +320,948 New
SCA
119
Spearhead Capital Advisors
Florida
$24.3M +$4.79M +62,215 +25%
HL
120
HeadInvest LLC
Maine
$23.7M -$315K -4,095 -1%
BF
121
BOK Financial
Oklahoma
$23.5M +$285K +3,705 +1%
TFO
122
Tarbox Family Office
California
$23M +$1.66M +21,518 +8%
LF
123
Lee Financial
Texas
$22.9M +$3.48M +45,140 +18%
SF
124
Synovus Financial
Georgia
$22.7M +$862K +11,192 +4%
SPC
125
Sigma Planning Corp
Michigan
$22.5M +$2.49M +32,374 +12%
3 4
5
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